You will now be able to access our twelve free proven automation templates in your app under the side navigation titled “Automation Templates” as seen below. These templates encompass the four key small business automation areas; marketing, sales, service, and operations.
You can also access these automation templates when you go to create an automation in our new list view by clicking on “Create an automation” in the upper right hand corner of your screen on the side navigation “My automations”, and then selecting “Start from a template”.
Finally, you will be able to install the templates through solution launchpad. Here is an example of the install modal that opens when you select an automation:
To install, simply follow the instructions on the modal that pops up after you select the + button in the right hand corner of the automation template card. This will install the automation in your app, which you can find under “My automations” in the side navigation. Don’t forget to customize the template to suit your specific copy and functionality needs.