Start from a template
Workspace admin2 min readUpdated 3 Sep 2026
In this article
The first workflow is the hardest, because you do not yet know what the pieces are called. A template gives you a working example to take apart.
- A walkthrough video, then why a template beats a blank page
- How to use one, in four steps
- What the five templates actually do
- Why a template is a starting point, not a finished job
01 · Video
Feature walkthrough
Video · using a template · 2:00
02 · Why
Why do we have this?
The first workflow is the hardest, because you do not yet know what the pieces are called. A template gives you a working example to take apart, which is faster than a blank page.
03 · How
Use a template
- Open
Workflowsand click theLibrarytab. - Filter by category if you like —
Notifications,Validation,Automation,Approvals. - Read the description, then press
Use This. - Go through each step and point it at your own table and fields.
04 · Expected result
A new workflow appears in My Workflows, built out and ready to adjust.
05 · Notes
The five templates
| Template | What it does |
|---|---|
| Email on new record | Sends an email notification when a record is created in a module |
| Notify someone when a field changes | Sends an in-app notification to a chosen person |
| Flag records missing a required field | Flags a record if a chosen field is empty, so it shows in exceptions |
| Tag records missing a due date | Writes a status value onto records with no due date |
| Route over-threshold for approval | Sends a record for approval if a number is over a limit |
Templates are a starting point, not a finished job. Every one of them needs you to say which table and which field.