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What are Templates and how can I use them for my business?
What are Templates and how can I use them for my business?

Learn what templates are in Automations, and how they can benefit your business and save you time.

Kelly Yoon avatar
Written by Kelly Yoon
Updated this week

What Are Templates in Automation?

Templates are predefined templates that help you set up Automations quickly and easily. They provide step-by-step instructions for common tasks, making automation simple without needing advanced technical skills.

Key Benefits of using Templates with Optix Automations:

  1. Quick Start: Use ready-made templates to begin automating tasks immediately.

  2. Ease of Use: Follow clear instructions to set up workflows.

  3. Customization: Adjust templates to suit your specific needs.

  4. Best Practices: Implement solutions optimized by experts.

How to use Templates in Optix

To view the available templates:

  1. Click on the Automations tab in the Optix dashboard

  2. Click Templates

  3. Browse through available templates on the Templates page

  4. To view a specific template, click on the template of your interest

On the Templates page, you are able to:

  1. View a Preview of the Template

  2. Turn the Template on immediately, by clicking on Set live:


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  3. To edit or change the Template before setting it live, click on Open in editor:

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