What templates are
Pre-built workflows that solve common use cases, fully editable so you can adapt them quickly.

Common template categories

• Notifications (e.g., form → Slack)

• Data syncs (e.g., CRM ↔ spreadsheet)

• Lead enrichment and routing

• Reporting and exports

How to use a template

1. Go to Templates and browse categories.

2. Click a template to open the preview; read the description and required connections.

3. Select Save.

4. Configure connectors (e.g., authorize Google, Slack).

5. Edit any mappings or steps, then Save and Run.

Quick-start suggestions

• Start with templates similar to your goal and pare back non-essential steps.