Template library

The Flow Template Library, provides users with ready-to-use templates that can be launched as is, or can be customized to fit your processes. You can also create and save your own templates.

Browse example flow templates that showcase workflows from different industries including Accounting, Legal, Consulting, Construction, Financial Services, and Real Estate. To access these examples, select template gallery.

Hover over any example you’d like to view and select view details.

To access the Template Gallery with these examples, select “Template Gallery” at the top right of the Flow template Library. You can use these example templates in your organization by choosing add to library, or by customizing the sample template to fit your business needs.

To add the ready-to-use flow template to the library, select add to library and the template will be available for users to launch within the Flow Template Library.

To use a template, hover over the selected template in the library, and click use to add users and designate roles, initiating the flow.

To customize the template and edit existing steps, choose customize template. Hover over existing steps to either edit, duplicate or delete the step. You can also click on the step you’d like to edit, and using the ellipses menu.

Drag and drop new action items from the left toolbar into the flow template as needed, or click the plus button within the template builder to add actions. With each new action added, select action object templates from the content library, or create new action objects.

Toggle sequential order on the top right of the template builder window if the flow actions must be followed in sequential order.

Once the template is ready, select create template, and the customized template will be added to the Flows Library.

To use a template, select it in the Flows Library, and click use to add users and designate roles, initiating the flow.