How-To: Browse Available Templates

Definition​

Templates are the foundation for most Tasks. There are two types and locations of templates.

• Template Library - These are templates designed, created, and maintained by the development team at PMG, and are accessible to every client in Alli.

  • Some are designed to accomplish a single common action with a single platform (like downloading a file from Google Drive) and require minimal details/credentials.

  • Others are more complex and designed to accomplish a full process, like Budget Consolidation, Anomaly Detection, Search Automation, and may perform multiple actions across multiple platforms.

• Client Templates - These are templates designed, created, and maintained by the development team at PMG or by users within your Alli client, and are only accessible to users within that client in Alli.

  • Meaning: if a client template is created in Playground a user in the Demo client within Alli would not be able to use or see that template.

Ready to Explore?

1. Navigate to Templates in the side nav, beneath Actions

2. Scroll through or use the search bar to find the template you want to install

3. If it is a template within the Template Library

   1. Click Use In Workflow

4. If it is Client Template

   1. Click the 3-dot menu and select Use

5. Your new workflow will open and you can begin building!

If you’re new to Workflows, check out the → Tutorial: Getting Started With Workflows

Already familiar and want to learn how to build your Workflow? → https://agencypmg.atlassian.net/wiki/spaces/PTD/pages/4215373905/Tutorial+Creating+Your+First+Workflow?atlOrigin=eyJpIjoiYzJmYjkxOGQwNDdmNDg3ZGExNzllZTNhYmZiMGQzM2IiLCJwIjoiYyJ9

Want to explore the available template? → Explore Existing Templates