Starting from a template

Why templates

A template is a ready-made automation blueprint. Instead of building from a blank canvas, you install a template, fill in a few values, and switch it on.

Opening the catalog

On the Automations page, click Templates in the top-right. The catalog opens, with templates grouped into categories. Each card shows a thumbnail of the flow, a short description, and a badge:

• Built-in — shipped and maintained by AppGram.
• Custom — saved by someone in your organization.

Use the search box to filter the catalog by name, description, or tag.

Previewing a template

Click any card to open a preview. You'll see the full flow — trigger and every step — exactly as it will appear in the builder, plus a list of the values you'll need to fill in after installing.

Installing

1. In the preview, give the automation a name (or keep the suggested one).
2. Click Install template.
3. AppGram creates the automation in a disabled state and opens it in the builder.

Filling in placeholders

Installed templates usually have placeholder values to replace — things like a webhook URL or an API key. They appear as REPLACE_ME_… or ${UPPER_SNAKE} markers, and the builder shows a setup checklist at the top. The automation can't be enabled until every placeholder is filled.

Saving your own template

Built a useful automation? Open it in the builder, open the Share menu, and choose Save as template. Pick a category and add tags, and it becomes a Custom template that anyone in your organization can install.

Next

Continue with Testing & enabling your automation.