What are client templates in Business App Automations?
Great news for our Partner and their client users! We have introduced a new feature that allows users to create automations using templates. This feature will help them save time and streamline workflows.
How do client templates work?
Step 1 - Navigate to Business App > My Business > Automations.
Step 2 - Click on Create Automation. Here you will see all available templates, or you can always go ahead and create your own!
FAQs
Q: Is this a paid feature?
No, it is not. Automations are available to everyone!
Q: Can Partners create templates on behalf of their clients?
Not yet. This is something the team is currently working on.