Are you looking to build repeatable processes and save time? ⌛️
It's a no-brainer, we know. This is what we all need nowadays! More time to invest in what truly brings value.
For that, we've created Templates.
To start, choose one of our templates. You can select one that's closest to your use case.
If you're unsure what to do next to create your first flow, follow the steps listed here. Briefly put:
[Optional] Select target company / Add target company
Give a title to your flow
[Optional] Give it a description
Click on "Create Flow"
Next, you can add your assets to it. Your flow is divided into contents and/or actions.
Use contents when you want to tell stories (e.g., documents, videos, presentations, embedded websites... the list is almost endless).
Use actions to get things done: upload/ download files, sign documents, book meetings, etc.).
Now, go to the ellipsis in the top bar. Click on Create template.
This will save the current flow as your own template.
That's it! Moving forward, you can re-use your template and just personalize it for your target company. Or, create new templates for different use cases!
From now on, creating a flow from one of your templates can take as little as 20 seconds!