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Templates

Templates provide pre-built workflow solutions that help you get started quickly with common automation scenarios. From simple tasks to complex integrations, templates eliminate the need to build workflows from scratch and demonstrate best practices for various use cases.

Key Features

  • Pre-configured workflows for common business processes

  • Two types: Standard templates and AI-assisted templates

  • Searchable template library

  • Preview functionality before using

  • Customisable titles and configurations

  • Copilot integration for complex setups

How to Access Templates

  1. Click on the user menu at the bottom of the interface

  2. Select "Templates" from the menu options

  3. The template library opens, displaying all available templates

  4. Browse or search to find the template you need

💡 Templates are regularly updated with new options based on popular use cases and user requests.

Understanding Template Types

Standard Templates

Pre-defined workflows that are ready to use immediately:

  • Complete workflow structure included

  • Basic configuration options

  • No additional setup required

  • Ideal for common, straightforward processes

AI-Assisted Templates

Templates that use Copilot for intelligent configuration:

  • Require interactive setup process

  • Copilot guides you through customisation

  • Often used for workflows needing authentication

  • More flexible and adaptable to specific needs

⚠️ AI-assisted templates may take longer to set up but provide more tailored solutions for complex requirements.

How to Find the Right Template

Browsing Templates

  1. Scroll through the template library to see all options

  2. Templates are organised by category and use case

  3. Each template shows:

    • Template name

    • Brief description

    • Type indicator (Standard or AI-assisted)

    • Category tags

Searching for Templates

  1. Use the search bar at the top of the template library

  2. Search by:

    • Template name

    • Use case keywords

    • Integration names

    • Business process terms

  3. Results update as you type

  4. Clear the search to return to the full library

💡 Try different search terms if you don't find what you need immediately - templates may be tagged with multiple relevant keywords.

How to Use a Template

Step 1: Select a Template

  1. Click on the template card you want to use

  2. A preview window opens showing:

    • Full template description

    • Workflow structure overview

    • Required integrations or configurations

    • Expected inputs and outputs

Step 2: Preview the Template

  1. Review the workflow structure in the preview

  2. Check if it matches your requirements

  3. Note any integrations or authentications needed

  4. Decide if this template suits your needs

Step 3: Configure the Template

For Standard Templates:

  1. Enter a custom title for your workflow

  2. Click "Use Template" to create your workflow

  3. The workflow opens in the canvas with the template structure

  4. Make any necessary adjustments to fit your specific needs

For AI-Assisted Templates:

  1. Enter a custom title for your workflow

  2. Click "Use Template" to start the setup

  3. Copilot activates in the canvas

  4. Follow Copilot's prompts to:

    • Configure authentication settings

    • Customise workflow parameters

    • Set up integrations

    • Define specific business logic

  5. Copilot builds the workflow based on your inputs

💡 AI-assisted templates are particularly useful when you need to connect to external services that require authentication.

Working with Template-Based Workflows

Customising After Creation

Once a template creates your workflow:

  1. All standard editing features are available

  2. Add, remove, or modify actions as needed

  3. Change connections between nodes

  4. Update configurations to match your requirements

  5. The workflow is completely yours to modify

Maintaining Template Structure

Consider keeping the core template structure when:

  • The template represents best practices

  • You want to maintain consistency across similar workflows

  • Future updates might benefit from the standard structure

⚠️ Heavily modified templates may not benefit from future template improvements or updates.

Common Template Categories

Business Process Automation

  • Approval workflows

  • Document processing

  • Email automation

  • Report generation

Integration Templates

  • CRM synchronisation

  • Data migration between systems

  • API connections

  • Database operations

AI-Powered Templates

  • Content generation

  • Data analysis

  • Classification tasks

  • Intelligent routing

Communication Templates

  • Notification systems

  • Chat integrations

  • Alert mechanisms

  • Feedback collection

💡 Each category contains multiple specific templates addressing various business needs.

Best Practices

For Template Selection

  • Read descriptions carefully before selecting

  • Check integration requirements upfront

  • Consider if a template needs heavy modification

  • Look for templates matching your industry or use case

For Template Usage

  • Always customise the title meaningfully

  • Test the template with sample data first

  • Document any significant modifications

  • Save your customised version for team reuse

For AI-Assisted Setup

  • Have authentication credentials ready

  • Provide clear, specific information to Copilot

  • Review Copilot's configurations before accepting

  • Test authentication connections immediately

For Team Collaboration

  • Share successful template implementations

  • Document which templates work well for your processes

  • Request new templates for common team needs

  • Create internal documentation for customised templates

💡 Templates are starting points, not rigid solutions. Feel free to adapt them to perfectly match your workflow requirements.

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