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A template is a pre-built workflow you copy and customize instead of starting from a blank canvas. The gallery holds Sixtyfour’s curated templates plus the templates your organization saves. Open Workflows, click New Workflow, and choose Use a template. The gallery lives at app.sixtyfour.ai/workflows/templates. Search by name, description, category, tag, or block with the Search templates, tools, and workflows… bar, or filter by category: Templates in other categories, such as Finance, Company Research, and Sales Automation, appear under All Templates. Cards marked Popular are featured. Cards marked Locked use high-tier intelligence that is not enabled for your organization; open one to book a call with the Sixtyfour team.

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Use a template

  1. Click a template card. The preview shows its category, complexity, use case, and every step in the workflow.
  2. Click Use Template.
Template preview listing the steps in an Entity Due Diligence workflow Sixtyfour creates a new workflow in the Workflow Editor with the template’s blocks and connections. Run it as is or change any block first. Edits to your copy do not change the template. For what each block does, see Building Workflows.

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Create a template

Save any workflow with at least one block as a template for your organization:
  1. Open the workflow and select Save as Template from the More options menu (⋮) next to Run. From the Workflows list, open the row’s menu and select Save as template.
  2. Fill in the template fields.
  3. Click Create Template.
A template captures the workflow’s blocks, settings, and connections. Input files and results from past runs are not included. To change or remove one of your organization’s templates, open the card’s menu and select Edit or Delete.

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Tips

  • Write When to Use This Template as advice to a new teammate.
  • Save your team’s proven workflows as templates so new teammates start from a working baseline.