Using a Template (Importing)

Importing a template from the Gallery

1. Find a template in the Gallery

When you find a template in the Relay.app Template Gallery that you want to import, click 'Use this template' from the template page.

Click 'Use this template' from the Relay.app Template Gallery to import a template

2. Connect apps that are used by this template

After clicking 'Use this template', you'll end on the template landing page that let's you connect the apps that this template uses.

Connect them, and click 'Import now' afterwards. You may also skip connecting apps at this point, and do so afterwards.

Before clicking 'Import now', connect the apps that this template uses

Every time you import a template, a new workflow is created. This means that you can import the same template multiple times. Existing workflows won't get overwritten/replaced.

3. Finish setting up the workflow

Follow the instructions on the screen to finish setting up the new workflow. This is also the time to tweak the workflow to your needs.

Tip: look at the Notes the template creator might have left for you at the top of the workflow

Importing a template that someone else shared with you

Every workflow in Relay.app can be turned into a template. This is great if you want to share a workflow with others via social networks or with clients.

To import a template that's shared via link, click the 'Import now' button on the template landing page. Afterwards, finish setting up the workflow.

Templates shared via a link are not published in the official Template Gallery, and not reviewed by the Relay.app team.

You should make sure you trust the creator of the template and review the actions each step performs before turning it on.

Make sure you trust the creator of the template and review the actions each step performs before turning it on

The creator of a template will not be able to see/know whom or how many times a template has been viewed, imported, or used.

FAQ

Can the template creator see that I viewed or imported their template?

No. Viewing or importing a template is anonymous, the template creator will not see who imported a template, or how many times it has been imported

Can I import a template multiple times?

Yes, every time a template is imported, it will create a new workflow based on this template. It will never overwrite/replace existing workflows even if they are based on the same template.

Can I selectively import only specific steps from a template?

No, a template is imported as a whole. However, you can easily delete steps that you don't need after importing