Browse Templates
Start from a ready-made workflow.
Overview
Templates are grouped by module — Accounting, Sales, HR, Purchase, Inventory and Projects — and turn on with one click, for example notifying you when a large invoice is posted.
When to use browse templates
- You want to start quickly.
Step by step
In the Automation module open Templates in the green navigation bar, then choose Browse Templates under Pre-Built Automations.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: Accounting, Sales, HR, Purchase, Inventory, Projects, Turn On.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- automation.templates.activate
- automation.templates.read