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A template is a freely available pre-built scenario configured to perform a specific task. On top of modules, it also includes written explanations so you can set it up in minutes and use it without having to build the whole scenario from scratch.

What is a template?

It’s easy: Pick a template in our template gallery and follow the steps laid out in the template. Once finished, schedule the scenario to execute according to your needs.

How do I get started with a Make template?

A wizard is text above the fields in a module to help you set up a template. It offers instructions to understand how modules work or how to map items (i.e. data retrieved by a module).

What is a wizard?

Yes, once the template is set up you can customize it in any way you want.

Can I change the module configuration after the template is set up?

Yes, you can add additional modules as well as remove the existing modules.

Can I add additional modules after the template is set up?

No, but you can open the same template, find the information you require, and leave the template without setting it up further.

Can I go back to see the wizard instructions again?

Yes, you can re-map a field while setting up the template. As far as dropdown options are concerned, we recommend going with the predefined selection. You can still edit it after the template setup is finished.

Can I change mapping or other field settings while setting up a template?

Frequently asked questions

Browse over {range} of ready-made automated workflow templates that will help you save time and scale your business.

Workflow Automation Templates

Make | Automation Software | Connect Apps & Design Workflows

Automate your work. Make allows you to visually create, build and automate workflows. User friendly no-code integration tool. Try it now for free!