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AI In IndustryTop 10 Best Template Making Software of 2026
Top 10 Best Template Making Software ranking with technical comparisons for teams, including Nanonets, Plumsail, and DocuWare.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Nanonets
Template variable mapping from extracted-field schemas, driven by API run outputs and validated against field rules.
Built for fits when teams need governed template automation with an API and schema-first field mapping..
Plumsail
Editor pickVersioned template provisioning via API, so template changes roll out with controlled schema mapping.
Built for fits when mid-size teams need governed document templates tied to a stable data schema..
DocuWare
Editor pickSchema-driven document templates map captured content to index fields that workflow rules use for routing decisions.
Built for fits when mid-size teams need governed document templates plus workflow automation without code changes..
Related reading
Comparison Table
The comparison table maps template-making workflows across integration depth, including connectors, API surface, and data model alignment. It also contrasts automation paths, schema and provisioning behavior, and extensibility options like templates, scripts, and workflow steps. Admin and governance coverage is compared through RBAC, audit log features, and configuration controls that affect throughput and operational safety.
Nanonets
AI document templatesAI workflow platform that builds template extraction and document field schemas with configurable automation, model versions, and an API surface for ingestion, prediction, and results retrieval.
Template variable mapping from extracted-field schemas, driven by API run outputs and validated against field rules.
Nanonets uses a data model centered on schemas for extracted fields and downstream template variables. Teams define templates that map model outputs into structured documents, with schema-level controls that reduce mismatch during generation. Integration depth is driven by an API and event hooks that pass run results into other systems for storage, review, or routing.
A tradeoff is that template correctness depends on consistent upstream inputs and schema discipline. High-throughput batch processing can require careful configuration of extraction confidence thresholds and validation rules. Nanonets fits organizations that need governed automation with an API surface instead of manual template assembly.
- +API and webhooks support automated template output generation
- +Schema-based field mapping reduces template variable ambiguity
- +RBAC and run history support governed workflow operations
- +Extensibility via custom processing steps and connectors
- –Template accuracy depends on input consistency and schema rigor
- –Complex multi-step templates require extra configuration overhead
- –Advanced routing often needs API-driven orchestration
- –Debugging depends on run logs and schema alignment
operations teams
Generate standardized quotes from incoming forms
Faster quote turnaround with fewer errors
finance teams
Auto-produce invoice drafts from documents
Reduced manual invoice data entry
Show 2 more scenarios
RevOps teams
Provision proposal templates from CRM inputs
Consistent proposals across deal stages
Uses API events to combine CRM fields with extracted data into proposal templates.
IT governance teams
Control automation via RBAC and audit trails
Tighter access control and traceability
Applies role permissions and tracks execution runs for traceability in workflow operations.
Best for: Fits when teams need governed template automation with an API and schema-first field mapping.
More related reading
Plumsail
template automationDocument automation platform that turns templates into generated outputs with form data mapping, workflow rules, and an integration API for provisioning and template-driven document production.
Versioned template provisioning via API, so template changes roll out with controlled schema mapping.
Plumsail supports template creation for documents and forms with a defined input data model, so template fields map predictably to structured inputs. Automation is delivered via an API surface that can trigger generation, update template content, and manage template versions for repeatable throughput. Integration depth is strongest when the template schema can mirror upstream entities like customers, orders, or HR records.
A concrete tradeoff is that high reuse depends on disciplined schema design and stable field naming, since templates bind to the underlying data model. Teams typically use Plumsail when they need governed document generation with an audit trail and external system calls, like syncing status back to CRM or ERP.
- +Schema-bound templates produce predictable document outputs
- +API supports provisioning, generation, and versioned template updates
- +Governance controls include RBAC-style permissions and audit-friendly logs
- –Schema changes can force template refactors for existing workflows
- –Complex integrations require careful orchestration of data mapping and triggers
Operations teams
Automate customer agreement generation
Faster, consistent agreement output
RevOps teams
Provision quote templates programmatically
Reduced manual quoting work
Show 2 more scenarios
Legal operations
Govern policy document templates
Lower compliance risk
Control template versions, permissions, and audit logs for repeatable legal outputs.
HR operations
Generate onboarding packets from schemas
Standardized onboarding documents
Bind employee attributes to templates and trigger provisioning from HR systems via API.
Best for: Fits when mid-size teams need governed document templates tied to a stable data schema.
DocuWare
enterprise document workflowEnterprise document management that supports template-driven forms, workflow automation, and administrative controls with RBAC and audit logs for template and document lifecycle governance.
Schema-driven document templates map captured content to index fields that workflow rules use for routing decisions.
DocuWare’s template creation is anchored in a document data model that separates capture templates, index fields, and workflow steps so changes can be controlled. Template rules can map extracted content into structured fields, then those fields drive workflow decisions like routing, approvals, and status updates. Integration depth is supported by an automation surface that includes documented APIs and connector options for upstream and downstream systems.
A tradeoff appears in setup effort when template schemas need to match legacy formats and complex field normalization rules. Teams that need high-throughput intake with consistent indexing often pair DocuWare templates with workflow automation so exceptions are routed for review. Governance also affects iteration speed because RBAC and audit requirements can add approval steps for template and configuration changes.
- +Template mapping ties extracted fields to a governed document data model
- +Workflow automation can route based on indexed fields and document status
- +API and connectors support integration for ingestion, indexing, and updates
- +RBAC-style access controls and audit logging support controlled operations
- –Template schema changes can require coordinated admin governance work
- –Complex legacy field normalization increases configuration and testing effort
- –High customization can slow template iteration without release discipline
AP operations teams
Invoice intake with governed field extraction
Fewer manual checks per invoice
Accounts receivable teams
Customer statement ingestion and indexing
Faster exception handling
Show 2 more scenarios
IT integration teams
API-driven document workflow synchronization
Consistent system-of-record alignment
API automation updates document metadata in external systems and synchronizes workflow status changes.
Compliance and records owners
Controlled template and audit governance
Stronger audit readiness
RBAC limits configuration changes while audit log trails support traceability for template edits and workflow actions.
Best for: Fits when mid-size teams need governed document templates plus workflow automation without code changes.
UiPath
automation orchestrationAutomation platform that runs template-based processing flows and supports integration via APIs, orchestration controls, and role-based access for provisioning and governance around generated documents.
Orchestrator-managed deployments with RBAC and audit logs across tenants and environments.
UiPath is a template making and automation workflow environment where templates are backed by a structured automation data model. It supports integration through connectors, REST-based orchestration, and extensibility points that surface automation artifacts to external systems.
UiPath also provides admin and governance controls like tenant-level policies, RBAC, and audit logging for process and asset changes. Automation execution can be handled at scale through its orchestration and queueing model that aligns with API-driven provisioning and monitoring.
- +Strong API surface for orchestrating robots and managing deployments
- +Clear automation data model that versions templates and assets
- +RBAC and audit logs support controlled access and change tracking
- +Extensibility via custom activities and integration patterns
- –Template data model can require disciplined schema design
- –Admin governance features add configuration overhead for small teams
- –High-throughput runs demand careful queue and retry tuning
Best for: Fits when teams need template-driven automation with documented API orchestration and governance controls across environments.
Kissflow
workflow templatesWorkflows and process automation with template-based form generation, integration endpoints, and governance controls that govern data schema and execution permissions.
RBAC plus audit log coverage for workflow template and execution changes across workspaces.
Kissflow creates and runs workflow templates for business processes using configurable forms, approvals, and role-based execution. Its data model centers on process entities, schema-driven fields, and reusable workflow definitions that can be provisioned across teams.
Automation is expressed through workflow steps, conditions, and event-driven triggers that connect to external systems via an integration surface and APIs. Admin controls focus on governance with workspace separation, RBAC, and audit logging for template and run activity.
- +Schema-driven forms support structured data per workflow instance
- +Reusable process templates reduce variation across teams and environments
- +RBAC and role assignments restrict workflow execution and view access
- +Audit logs track template changes and workflow run events
- –Complex cross-process data models require careful mapping to avoid drift
- –Higher automation depth depends on connectors and API usage patterns
- –Throughput tuning for high-volume runs needs architectural planning
- –Admin governance can feel fragmented across workspaces and roles
Best for: Fits when enterprises need governed workflow templates with schema-backed data and a documented API integration surface.
Kofax
capture template engineDocument processing and capture workflows that define extraction templates, field mappings, and automation steps with enterprise integration and administrative controls.
Template-driven extraction and routing built around a structured field mapping data model for consistent downstream processing.
Kofax fits organizations that need template-driven document and workflow automation tightly connected to capture and back-office systems. Template definitions and field mappings center on a structured data model for extracting and routing content.
Automation relies on rules, orchestration, and integration points that support provisioning and operational control across document flows. API and extensibility options target throughput and auditability for production document processing.
- +Template field mappings align with extraction and workflow routing
- +Integration depth with capture and case-processing systems reduces manual handoffs
- +Automation and rules support repeatable document workflows at scale
- +Extensibility points support integrating custom logic through APIs and connectors
- –Template and schema design requires up-front governance for consistent outputs
- –Complex automation flows can increase configuration effort and change risk
- –API surface breadth may lag behind lower-level document control needs
Best for: Fits when document templates must drive extraction and routing with controlled schemas and strong system integrations.
Microsoft Power Automate
workflow automationLow-code automation that supports template-driven flows, data connections, connector APIs, and tenant governance controls including RBAC and audit logging.
Power Automate flow management via the Power Platform admin and developer surfaces, including governance controls and auditability.
Microsoft Power Automate is a workflow automation tool with deep Microsoft integration and broad connector coverage. It models automation as triggers, actions, and structured variables that can be reused across flows.
Its API surface includes a documented management model for flow creation, execution, and environment-level configuration. Governance features like RBAC, audit logs, and environment controls help manage deployment and operational visibility across teams.
- +Strong integration with Microsoft 365 and Dataverse for consistent identity and data access
- +Reusable flow components support standardized automation across teams
- +Documented connector and action model exposes automation through consistent schemas
- +Environment controls and RBAC support separation between teams and projects
- +Audit logs record flow runs for operational review and incident triage
- –Complex governance requires careful environment setup and permissions design
- –Data modeling across connectors can require manual mapping to align schemas
- –High-throughput runs can hit platform limits that need batching and throttling work
- –Debugging multi-step flows is slower when errors appear in downstream actions
Best for: Fits when teams need governed workflow automation with Microsoft identity and connector-driven integration at scale.
Make
API automationAutomation builder that supports template-like scenario structures, API-driven integrations, and execution logging with admin controls for shared deployments and connections.
Scenario data mapping with module-level outputs enables deterministic schemas across connectors and webhook triggers.
Make, a template making software, focuses on integration-led workflow design with scenario components that map inputs to outputs through connections. It supports a structured data model with mappable fields, routers, aggregators, and built-in connectors that generate consistent schemas across apps.
Automation runs are governed by scenario configuration, execution history, and error handling, which helps operators trace throughput and failures. The API and automation surface supports extensibility through webhooks and custom endpoints for deeper integration control.
- +Scenario builder maps fields into a clear execution data model.
- +Webhooks and API actions expand automation beyond built-in connectors.
- +Execution history shows step-level inputs, outputs, and errors.
- +Routers and aggregators enable conditional and batch workflow logic.
- +Reusable templates speed configuration while keeping scenario structure consistent.
- +Granular configuration controls per module and connection.
- –Complex schemas can become hard to reason about in long scenarios.
- –High-volume throughput needs careful design to avoid retries and backlogs.
- –Governance controls for RBAC and audit logging can be limited.
- –Debugging multi-branch scenarios requires frequent execution replay.
Best for: Fits when integration depth matters and teams need controlled automation with a visible data model.
Zapier
integration automationAutomation platform with reusable task templates, API-connected workflows, centralized execution history, and enterprise governance controls for connected apps and users.
Zapier Interfaces lets admins and builders define schema-backed web automation forms with validation and mapped actions.
Zapier runs cross-app automations by connecting triggers and actions through an integration layer with task configuration and testing. Zapier templates exist as reusable automation recipes that can be shared and instantiated with mapped inputs across accounts.
The automation surface includes documented REST and webhook interfaces, plus formatter and routing steps that change execution paths based on payload values. Governance relies on workspace administration, role-based access, connection controls, and audit visibility for key actions and changes.
- +Large app catalog with consistent trigger and action mapping
- +Template-based automations reduce duplication of workflow configuration
- +Webhooks and REST API options expand beyond prebuilt integrations
- +Routing and transforms support complex payload-based execution logic
- +Workspace RBAC and connection scoping support controlled access
- –Template parameters still require careful input schema mapping per use
- –Complex data normalization can require multiple formatter steps
- –High-volume throughput depends on task step granularity and retries
- –Less suited for deeply nested, multi-object data models
- –Sandboxing for automation changes is limited to test runs
Best for: Fits when teams need reusable automation templates across many SaaS apps with governed connections and API-extensible workflows.
Workato
integration automationEnterprise integration and automation platform that provides recipe templates, API-first connectivity, and governance controls for access, logging, and runtime execution.
Recipe templates with schema-driven mapping and versioned execution logs for governed changes.
Workato fits teams that need integration-first workflow automation with a documented automation and API surface. It builds recipe templates that connect SaaS and internal services with a governed data model, and it supports schema-driven mapping for consistent payloads.
Workato’s extensibility covers custom connectors and scripted logic, while its admin controls support RBAC and audit visibility for template changes. The practical outcome is repeatable provisioning of automations across environments with controlled access and traceable execution.
- +Large integration catalog with consistent connector patterns
- +Schema-aware mapping reduces brittle payload transformations
- +Custom connectors support internal systems and unique auth needs
- +RBAC and audit logs support governance over recipe edits
- +API surface supports automation triggers and programmatic management
- +Sandbox and environment separation support safer configuration testing
- –Complex governance can slow changes for large recipe libraries
- –Debugging multi-step recipes can require deep log inspection
- –Data model rules can feel strict during rapid iteration
- –Throughput tuning for heavy workloads needs careful design
- –Operational ownership varies across connectors and custom code
Best for: Fits when teams need governed, schema-aware template automation across many integrations and want API-first extensibility.
How to Choose the Right Template Making Software
This buyer's guide covers Nanonets, Plumsail, DocuWare, UiPath, Kissflow, Kofax, Microsoft Power Automate, Make, Zapier, and Workato for teams building template-driven document generation, capture, and workflow automation.
It focuses on integration depth, data model design, automation and API surface, and admin governance controls so tool selection aligns with schema control and deployment safety.
Template-driven output and capture automation with schema-controlled data mapping
Template making software defines reusable templates that convert structured inputs into generated outputs or extracted fields that feed workflow routing. These systems typically center on a schema or data model that maps fields into predictable document variables or index fields used by automation rules.
Teams use these tools to reduce variable ambiguity in template outputs and to move captured content into systems of record through API-driven integration. In practice, schema-first builders like Nanonets and versioned template provisioning in Plumsail show what schema control and API governance look like when implemented.
Evaluation criteria for schema control, API automation, and governed deployments
Evaluation should start with the data model because templates break in different ways when field mapping is loose. Nanonets, Plumsail, and DocuWare all tie template behavior to a schema or index fields used by routing logic.
Next, evaluation should verify the automation and API surface because orchestration and provisioning often determine whether templates can be deployed safely across environments. Finally, governance controls must cover access and audit visibility since template changes and workflow runs need traceability.
Schema-bound template variables and field mapping
Tools should map template variables from extracted-field schemas or governed index fields, then validate against rules so routing uses consistent values. Nanonets uses template variable mapping from extracted-field schemas tied to validated run outputs, while DocuWare maps captured content to index fields that workflow rules use for routing decisions.
Versioned template provisioning through an API
Template change management requires an API path that can roll out updates with controlled schema mapping. Plumsail supports versioned template provisioning via API, which suits release discipline when schema changes and rollout sequencing matter.
Document and workflow routing driven by schema fields
Automation should route work based on indexed fields or schema properties so decisions remain repeatable. DocuWare routes workflow stages based on indexed fields, and Kofax aligns extraction templates and field mappings with workflow routing built on a structured field mapping data model.
Automation extensibility with documented webhooks and custom processing
The automation surface should include extensibility points that move beyond built-in connectors into custom steps or custom connectors. Nanonets includes custom processing steps and connectors plus an API and webhooks for ingestion, prediction, and results retrieval, while Workato adds custom connectors and scripted logic on top of schema-aware mapping.
Admin governance controls covering RBAC and audit logging
Template making needs RBAC-style access controls and audit logs that record template edits and run activity. UiPath provides tenant-level policies, RBAC, and audit logging for process and asset changes, while Kissflow focuses on RBAC plus audit log coverage for workflow template and execution changes across workspaces.
Orchestration-ready API surface and environment management
Teams operating across tenants and environments need orchestration controls that support provisioning, queueing, and change tracking. UiPath supports orchestrator-managed deployments with RBAC and audit logs across tenants and environments, while Microsoft Power Automate provides Power Platform admin and developer surfaces with governance controls and auditability for flow runs.
A decision framework for choosing a template making tool by integration and governance needs
Start by mapping the target system boundaries because integration depth determines whether template outputs land in the right place with the right schema. Nanonets and Workato excel when API-first automation is required, while DocuWare and Kofax focus on capture and back-office routing tied to governed document data models.
Then validate how template changes propagate through governance paths. Plumsail and UiPath provide API-driven template provisioning and orchestrator-managed deployments, while Power Automate and Zapier rely on environment and workspace controls to manage flow edits and execution visibility.
Define the data contract and pick a tool with the right schema mechanism
If template outputs depend on extracted fields with strict variable validation, choose Nanonets for template variable mapping from extracted-field schemas with validated run outputs. If document workflows require captured content to map into index fields that drive routing, choose DocuWare so workflow rules use governed index fields.
Confirm the API and automation surface for provisioning and runtime execution
If automation must be orchestrated programmatically, verify that the tool exposes documented APIs for template provisioning and results retrieval. Plumsail emphasizes versioned template provisioning via API, while Nanonets supports ingestion, prediction, and results retrieval through an API and webhooks.
Select extensibility points that match integration constraints
If built-in connectors do not cover internal systems or unique authentication, pick Workato for custom connectors and scripted logic that still use schema-aware mapping. If workflows need custom processing stages tied to validated fields, pick Nanonets for custom processing steps and connectors.
Match governance controls to release and audit requirements
If template edits require controlled access and traceable history, pick UiPath for orchestrator-managed deployments with RBAC and audit logs across tenants and environments. If governance must cover workflow template and execution changes across workspaces, pick Kissflow for RBAC plus audit log coverage.
Choose the environment strategy for testing, sandboxing, and operations
If change rollout needs environment separation and admin visibility, check Microsoft Power Automate because Power Platform admin and developer surfaces provide governance controls and auditability for flow runs. If reusable automation recipes must stay governable across accounts, check Zapier because workspace RBAC, connection scoping, and execution history support controlled access with REST and webhook interfaces.
Validate throughput and failure tracing against scenario or workflow complexity
If long multi-step templates or multi-branch scenarios are expected, plan for configuration discipline because complex schemas can become hard to reason about. Make provides step-level execution history with routers and aggregators plus error handling, while UiPath requires careful queue and retry tuning for high-throughput runs.
Which teams benefit from template making with schema control and governed automation
Template making software fits teams whose document generation or capture must produce predictable fields that drive workflow routing or downstream system updates. The best match depends on whether templates are anchored in extracted-field schemas, governed index fields, or workflow template data models.
Integration depth and admin governance determine whether the tool can support repeatable provisioning across environments and audited operational ownership.
Teams needing schema-first template automation with an API and validated mapping
Nanonets fits teams that need template variable mapping from extracted-field schemas and want automated outputs validated against field rules through API-driven runs. Its webhooks plus ingestion, prediction, and results retrieval suit automation pipelines that must remain deterministic.
Mid-size teams building governed document templates tied to a stable data schema
Plumsail fits mid-size teams that need versioned template provisioning through an API with controlled schema mapping. It also supports RBAC-style permissions and operational history through logs for template-driven document production.
Mid-size enterprises that need template-driven capture plus workflow automation without code
DocuWare fits teams that want schema-driven document templates mapping captured content to index fields used for routing decisions. Its API and connectors support ingestion, indexing, and updates while RBAC and audit logging support controlled operations.
Enterprises coordinating template-driven automation across tenants and environments
UiPath fits teams that need orchestrator-managed deployments with RBAC and audit logs across environments. Its structured automation data model and strong API surface support provisioning and change tracking for process and asset updates.
Teams running integration-first recipe templates across many SaaS and internal systems
Workato fits teams that want governed, schema-aware template automation with API-first extensibility. Recipe templates with schema-driven mapping plus versioned execution logs support safer configuration testing and traceable changes.
Pitfalls that break template automation, governance, or integrations
Template making failures often come from weak schema governance, insufficient orchestration surfaces, or governance that does not cover run and template lifecycle events. Several tools require disciplined schema design and operational release patterns to avoid drift between templates and automation rules.
Choosing a tool that matches governance and data-model expectations reduces rework when schema changes, routing logic updates, or connector integrations become more complex.
Choosing a template tool without an API path for versioned rollout
Teams that need controlled schema mapping should prefer Plumsail because it supports versioned template provisioning via API. When API-driven results and webhooks are central to the pipeline, Nanonets provides ingestion, prediction, and results retrieval through its API and webhooks.
Allowing template variable ambiguity by skipping schema validation
Template outputs become inconsistent when extracted fields are not validated against rules and mapping schemas. Nanonets reduces variable ambiguity through template variable mapping from extracted-field schemas with validated field rules, while DocuWare maps captured content to index fields that routing logic uses.
Underestimating governance overhead when RBAC and audit coverage are required
Complex governance needs careful permission design because admin controls can add setup time and configuration overhead. UiPath provides RBAC and audit logs across tenants and environments, while Kissflow adds RBAC plus audit log coverage across workspaces, which both require deliberate governance planning.
Building long multi-step or multi-branch scenarios without operational replay and tracing
Complex schemas and multi-branch logic can slow debugging when failures occur deep in the workflow. Make offers step-level execution history with routers, aggregators, and error handling, while UiPath audit and run history support tracing but still require queue and retry tuning at high throughput.
Assuming built-in connectors cover internal systems and custom authentication
Integration gaps appear when internal systems need unique authentication or nonstandard endpoints. Workato addresses this with custom connectors and scripted logic tied to schema-aware mapping, while Nanonets supports connectors plus custom processing steps for ingestion and transformations.
How We Selected and Ranked These Tools
We evaluated Nanonets, Plumsail, DocuWare, UiPath, Kissflow, Kofax, Microsoft Power Automate, Make, Zapier, and Workato using features coverage, ease of use, and value. Features carried the most weight in the overall score since integration depth, data model behavior, and automation and API surface determine whether templates can be deployed and governed safely, while ease of use and value each influenced the final ranking as supporting factors. The ranking reflects criteria-based scoring from the provided review information rather than hands-on lab testing or private benchmark experiments.
Nanonets set itself apart through template variable mapping from extracted-field schemas driven by API run outputs and validated against field rules. That capability lifted features and ease of use together because schema-first mapping reduces ambiguity in automation inputs and makes API-driven execution easier to govern with run logs and operational history.
Frequently Asked Questions About Template Making Software
How do template making tools represent a reusable data model for template fields and outputs?
Which tools provide a schema-first API for provisioning templates and deploying updates across environments?
What integration mechanisms matter for moving data between apps without manual field mapping each time?
How do security and identity controls differ for template execution and template changes?
What audit artifacts should admins expect when tracking template execution, configuration changes, and governance events?
How do these tools handle data migration or schema changes when moving templates from one system to another?
Which platforms fit template-driven document capture workflows where routing depends on extracted or indexed fields?
What extensibility options are available when built-in connectors or steps do not cover required automation logic?
Which tool is better suited to deterministic, testable automations where scenario outputs must match a consistent schema across modules?
Conclusion
After evaluating 10 ai in industry, Nanonets stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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