Using a workflow template saves you time and effort. Instead of building from scratch, templates provide preset steps you can adjust. For example, you can edit the quick prompt or select a specific step to suit your needs.
Templates are helpful if you regularly use similar workflows, allowing you to streamline the process and focus on fine-tuning rather than starting from zero.
Creating a workflow from a template
To save time, you can create a workflow using a pre-made template instead of starting from scratch. Here's how:
Go to the Tactiq dashboard and select
My Workflowsthen click+New workflow.
Under
Workflow Templates, select a template from the options and choose the template that best fits your needs from the available options.
Click
Duplicate.
You'll be directed to the workflow builder page, where you can:
Rename your workflow in the upper right corner.
Edit or add steps as necessary to fit your specific workflow requirements.
Need help? Contact support.