How to create a workflow from a template
Templates are pre-built workflows designed for specific use cases, allowing you to quickly create and customize workflows without starting from scratch.
Follow these steps to use templates:
Navigate to the Templates page: Click on the "Templates" option in the left sidebar of your Cassidy dashboard.
You can also access templates when creating a Workflow and selecting the "Template" creation method.
Search and filter: Use the search bar to find templates by keyword or browse through the available categories to filter templates based on your specific needs.
Select a template: Click on a template that suits your requirements.
Configure template settings: Follow the guided setup process to customize the template for your specific needs:
For integrations, you'll be prompted to authorize connections
Select the Assistant to use for certain steps
Provide any other inputs needed for the specific Workflow
Click "Next" to continue through each step
Configure final settings: At the end of the setup process:
Select a folder to organize your Workflow
Set Workflow permissions to control who can access it
Click "Finish" to complete creation
Customize further: After the template is added to your Workflows, you can run it as-is or make any necessary edits to customize it further.
By using templates, you can save time and effort in creating workflows for common tasks and processes. Templates provide a solid foundation that you can build upon and tailor to your unique needs.