The Templates gallery lists ready-made workflows, built by Bizomate or by other people who use it. Every one is reviewed before it is listed, and each installs as a draft in your workspace. This article shows how to find one and install it.

Who can do this

Workspace Admins and Editors can install templates. Viewers can browse the gallery; for them the page says "You are a Viewer in this workspace. Editors and admins can install templates." Templates are on every plan.

Steps

Find a template

  1. Open the gallery in any of these ways:
    • On Workflows, select the arrow beside + New workflow, then From a template — "Pick one from the gallery, by job. It arrives as a draft."
    • On a workspace with no workflows yet, select Start from a template.
    • In the designer, on an empty workflow, select See all templates.
  2. The Templates page opens — "Built by Bizomate or by other people who use it. Every one is reviewed before it is listed, and installs as a draft."
  3. To narrow the list:
    • Type in Search templates. It searches names and descriptions as you type.
    • Choose Everyone, By Bizomate or From the community.
    • Choose Free and paid, Free or Paid.
  4. Each card shows the template's price (Free), its name, the steps it chains together, what it does, who made it — "by Bizomate" with a tick, or "by Rohan Mehta · Consulace" — and how many times it has been installed.

Install it

  1. On the template's card, select Use this template.
  2. The Use this template dialog opens — "Free — it installs as a draft in your workspace."
  3. In Install into, choose where it goes: Consulace — no project, or a project such as Consulace — the Finance project. The hint says "It arrives as a draft. Nothing runs until you publish it."
  4. If the template uses a step on paid plans, the dialog says so — for example "It uses Microsoft SQL ◇, on paid plans" — and whether your company can publish it.
  5. Select Install as a draft. The button reads Installing while it works.
  6. A toast says Installed as a draft — for example "Weekly report from SQL is in Consulace. Connect Microsoft SQL, then publish." Select Open it to open the workflow in the designer.

What happens next

  • A new workflow appears in the workspace, named after the template, as a draft. It does not run until you publish it and it is switched on.
  • Connect what it needs and fill in the steps marked Needs setup, then test and publish it.
  • The template's install count goes up by one.

Good to know

  • ◇ marks a template that uses an app on paid plans, asked for when you publish. On Free you can install it, set it up and test it.
  • Paid templates cannot be bought yet. Their button reads "Buy for ₹499" and is greyed out — "Paid templates open when online payment does."
  • Installing does not count towards the plan's workflow limit, which counts only workflows switched on.
  • An installed template is your own workflow. Changes to the template later do not change it.

If something goes wrong

What you see Why What to do
"Nothing matches that. Try another word, or clear the filters." No template fits the search and filters Select Clear the filters.
"No templates from the community yet. They appear here once a support agent has reviewed them." None have been listed yet Choose Everyone or By Bizomate.
Not installed — "That template is no longer listed." It was taken down while the page was open Refresh the page and choose another.
Not installed — "That template uses a step Bizomate no longer has, so it cannot be installed." One of its steps has been withdrawn Choose another template, or build the workflow yourself.
Use this template is greyed out You are a Viewer, or the template is paid Ask an admin for the Editor role; paid templates open with online payment.