Use templates inside Automation when a workflow needs consistent, reusable content instead of free-typed messages.Documentation Index
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Why this page matters
Templates keep automated messages predictable. They help teams avoid rewriting the same content and make sure approved or shared patterns are reused correctly.What you can do
- reuse prepared message content inside a workflow
- keep automated responses consistent across teams
- reduce manual editing inside automation steps
How to use it
- Open Automation and choose the workflow you are building.
- Add the message step that needs structured content.
- select the appropriate template.
- review the content before enabling the workflow.
When to use templates
- the same first response is sent repeatedly
- a standard follow-up should always look the same
- multiple admins need the same response format