Template Library for Workflows

You can quickly get your automation setup in Adaptive AI with the new Template Library for Workflows. This feature empowers users to launch workflows using pre-built templates, saving time and ensuring best practices.

What is Template Library?

The Template Library for Workflows is a new Adaptive AI feature that allows users to start building automations using professionally designed workflow templates. Instead of creating workflows from scratch, you can select a template that matches your needs, review its structure, and customize it as needed. This helps users get started faster and ensures workflows are built on proven recipes for success.

Key Benefits of Using Templates in Workflows

Unlocking the Template Library for Workflows provides several advantages that enhance your automation experience:

• Launch new automations in minutes by leveraging ready-made templates.
• Use templates designed by experts, reducing the risk of errors and inefficiencies.
• Access an ever-growing library as new and relevant templates are added regularly.
• Edit and tailor templates to fit your unique business processes.
• Ideal for new users or teams looking to standardize workflow creation.
• Eliminate repetitive setup tasks and focus on higher-value activities.

How To Set Up the Template Library for Workflows

Activating and using the Template Library for Workflows is straightforward, but following the correct steps ensures you maximize its benefits and avoid common setup issues. Follow these steps to enable and start using the Template Library for Workflows.

Step 1: Access the Template Library

Open the Template Library modal, where you’ll find a curated collection of ready-to-use workflow recipes you can preview and customize for your needs.

1. 1In the left sidebar, click Automation.
2. 2Switch to the Workflows tab.
3. 3Click Create Workflow.
4. 4Choose Select from Template.

Step 2: Browse & Filter Templates

Quickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any template card to see a quick description.

Step 3: Preview & Select a Template

Take a closer look at any workflow’s details before loading it—review its description, prerequisites, and full canvas to ensure it fits your needs.

1. 1Click the icon or the template card to open its preview.
2. 2Read the blurb and check any.
3. 3Examine the complete triggers-and-actions canvas to understand the logic flow.
4. 4When ready, click to load it into the workflow editor.

Advanced Tips & Best Practices

1. 1Managing & Updating Templates

• Stay Current: Check the library regularly for new or improved templates.
• Feedback Loop: Submit ideas or improvements through our support portal.

1. 1Customizing for Your Business

• Tailor Logic: Add or remove steps, change messaging, and adjust timing.
• Test Thoroughly: Run in “Draft” mode with a small subset before full activation.

1. 1Collaborating with Your Team

• Share Templates: Bookmark favorites or share links so teammates can reuse standardized workflows.
• Training Tool: Use templates to onboard new staff on automation best practices.

Frequently Asked Questions

Q: Can I create my own templates?

As of now this feature is not available.

Q: Are the templates customizable after selection? Yes, everything is editable once loaded into the workflow editor.

Q: Will new templates be added? Absolutely. We continually expand the library based on user feedback and industry best practices.

Q: Does enabling affect existing workflows? No, your current automations remain untouched.

Q: Can I revert changes? To start fresh, simply re-select the original template.