Utilizing Automation Templates

On your Automations page you will see a tab called “Templates”. This tab features example Automations that you can copy and use as a starting point for your own custom Automations. Simply click “Copy to Automations” and a copy of the template will be added to your list of automations. Customize it to fit your own process needs, and go back anytime to make a new copy.

Check out this video to learn more about utilizing and customizing Automation templates: 

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