Scenario templates

templates are ready to use scenarios that help you get started quickly with {{product name}} 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 {{product name}} 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 {{product name}} offers two types of scenario templates public templates are those created by {{product name}} and its user community , and cover over 7,500 use cases they are available to all {{product name}} 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 what you can do with scenario templates in {{product name}} , 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 click templates in the left sidebar open the public templates tab 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 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 configure the module settings following the prompts for each field, or click skip guided setup at any time to continue without prompts while configuring modules with the guided setup, you'll see different icons showing the current status of the module 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 m odule settings, including connections , without any guided assistance click create new scenario from template 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 click templates in the left sidebar open the team templates tab select the template you want to use click options , and then + create scenario you can now edit, schedule, and run the scenario