Use templates inside Automation when a workflow needs consistent, reusable content instead of free-typed messages.
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
Good practice
Keep templates clear, specific, and tied to the workflow’s real purpose. Do not reuse one generic template for unrelated automation paths. Last modified on April 24, 2026
