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Start an automation from a workflow template

Review a workflow template’s details and launch the configuration wizard to create an active automation for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a workflow template​

From the automations area, select a workflow template to view its details, including name, description, IU cost, trigger type, and individual steps in the workflow.

Open a workflow template

Step 2: Review template details​

Scroll through the template detail view to check triggers, scheduled timing, actions, and other configuration hints so you can confirm the template suits your project needs.

Review template details

Step 3: Start using the template​

Select the Use template button to open the workflow configuration wizard, where you can customise settings before activating the workflow.

Start using the template

Step 4: Configure and activate the workflow​

Work through the configuration wizard to provide any required inputs; when you complete the wizard, the system creates an active workflow and redirects you to the active automations view.

Configure and activate the workflow

Step 5: Cancel and return to the template​

If you change your mind while in the configuration wizard, cancel the wizard to close it and return to the template detail view without creating an active workflow.

Cancel and return to the template

Step 6: Go back to the previous page​

Use the Back control in the template detail view to return to the previous automations screen if you no longer need to review this template.

Go back to the previous page

Last updated: 2026-02-15