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:
Quick Start: Use ready-made templates to begin automating tasks immediately.
Ease of Use: Follow clear instructions to set up workflows.
Customization: Adjust templates to suit your specific needs.
Best Practices: Implement solutions optimized by experts.
How to use Templates in Optix
To view the available templates:
Click on the Automations tab in the Optix dashboard
Click Templates
Browse through available templates on the Templates page
To view a specific template, click on the template of your interest
On the Templates page, you are able to:
View a Preview of the Template
Turn the Template on immediately, by clicking on Set live:
To edit or change the Template before setting it live, click on Open in editor:
