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    • About Workflow Templates
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On this page
  • Importing a template from the Gallery
  • 1. Find a template in the Gallery
  • 2. Connect apps that are used by this template
  • 3. Finish setting up the workflow
  • Importing a template that someone else shared with you
  • FAQ

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  1. TEMPLATES

Using a Template (Importing)

Last updated 7 days ago

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Importing a template from the Gallery

1. Find a template in the Gallery

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

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.

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.

Importing a template that someone else shared with you

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.

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

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

Every workflow in Relay.app can be . 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, .

Notes
turned into a template
finish setting up the workflow
Relay.app Template Gallery
Click 'Use this template' from the Relay.app Template Gallery to import a template
Before clicking 'Import now', connect the apps that this template uses
Make sure you trust the creator of the template and review the actions each step performs before turning it on