A template is a fully built automation, with its trigger, its steps and its settings, that you can add in a couple of clicks. The gallery presents them as a plain, scannable list with a one-line summary of what each one does, so you can read down it and recognize the job you need rather than decode a wall of cards.

Every template here is a rule. Agents have their own ready-made starting points, the presets, on the Agents home.

Most of a template is ready to go. The only thing it cannot guess is the handful of details specific to your team: which user to assign to, which list to use. The Make it yours step collects exactly those values and nothing else:

A template-created automation starts as a draft so you can review it first. Activate it when it looks right, watch its runs in the run history, and tune it from there. If you want to try variations, duplicate it from the Hub and edit the copy.