Key concepts
Scenarios & connections

Scenario templates

7 min

Templates are ready-to-use scenarios that help you get started quickly with . Think of them as pre-set workflows that you can: 

  • Use immediately as complete scenarios
  • Edit and expand to fit your specific use case
  • Share with others in your team or the wider  community 
  • Save and reuse later

Whether you need a simple automation or a complex workflow, templates give the foundation to build exactly what you need.

Note: Templates are available on all Make plans. Anyone can create and share scenario templates.

Types of scenario templates

 offers two types of scenario templates:

  • Public templates are those created by  and its user community, and cover over 7,500 use cases. They are available to all  users.  
  • Team templates are those created by you and your team members. They are available to your team and can be shared with users outside of the team via a public link.

Where to find scenario templates

To view all available scenario templates, click the Templates tab in the left sidebar. There, you can see both public and team templates:

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What you can do with scenario templates

In , you can:

  • Create a scenario from a template
  • Create new templates
  • Edit existing templates
  • Delete templates
  • Publish templates 
  • Share templates 
  • Submit templates to the public templates library

Learn below how to create a scenario from a template, or explore further how to create and manage your own templates.

Create a scenario from a template

You can create scenarios using public or team templates. 

Using a public template

To create a scenario using a public template: 

1

Click Templates in the left sidebar.

2

Open the Public templates tab.

3

Select the template from the gallery, or use the search box to find a specific one by app name or an action you want to perform.

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4

Choose one of the following options:

Option 1: Start guided setup

This option includes on-screen prompts to help you configure the template.

  • Click Start guided setup.

    

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  • Configure the module settings following the prompts for each field, or click Skip guided setup at any time to continue without prompts.

    

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  • While configuring modules with the guided setup, you'll see different icons showing the current status of the module:

    

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  • A checkmark indicates that you've filled every field correctly and saved the changes.
  • A black star indicates that you've opened the module and filled every field correctly, but haven't saved the changes.
  • An exclamation point indicates that some field has an invalid input or something is missing.
  • A grey star indicates that you haven't opened the module yet.

Option 2: Create new scenario from template 

With this option, you create a new scenario and configure manually all the module settings, including Connections, without any guided assistance.

  • Click Create new scenario from template.

    

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  • Edit your new scenario based on your workflow the same way you would edit any other scenario.

After creating a new scenario from a public template, you can rename it, save, test and schedule as needed.

Using a team template

To create a scenario using a team template: 

1

Click Templates in the left sidebar.

2

Open the Team templates tab.

3

Select the template you want to use.

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4

Click Options, and then + Create scenario.

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You can now edit, schedule, and run the scenario.