Start from a template

Find a ready-made workflow under Workflows and Templates, make your own copy of it and adjust the steps and settings to fit your process.

At the end of this page you will have your own copy of a ready-made workflow, saved as a draft, ready to adjust and test.

Before you start

You need to be able to sign in to Studio.
Know which systems the job touches, such as your ledger or your CRM. Chat will ask you to connect any that are missing.

Copy a template

Open Templates

Go to Workflows in the sidebar and choose the Templates tab.

In Studio: Workflows > Templates. The Templates tab sits next to My workflows at the top of the Workflows page.

Templates are grouped by finance area: Close, AR, AP, Billing and RevRec. Custom holds templates your company saved. Use Search templates… to look for a word such as "invoice" or "accrual".

Look inside it

Choose a template card to open its details. Some templates open on a Recipe view, where you pick the accounts and choices the workflow should use. View as flow shows the steps in order.

Use it

Press Run workflow in the details, or Use on the card. Studio opens chat with the template already named.

Answer chat's questions

Chat checks which systems the template needs. If one is not connected, it shows a card so you can connect it. If you have more than one account in a system, such as two QuickBooks companies, it asks which one to use.

Open your copy

Chat creates the workflow as a Draft. It appears under Workflows > My workflows. Open it to review the steps in the editor.

Adjust it to your process

Templates are a starting point. Common changes:

Change a limit. Open the decision step and set your own threshold, such as your approval limit.
Change who approves. Open the approval step and name the right people.
Change when it runs. Swap the trigger, for example from a schedule to an email. See Choose when a workflow runs.

You can also ask chat to make the change for you, for example "send bills over $5,000 to the controller instead".

Check it worked

The new workflow is listed under My workflows with the Draft status.
When you open it, each step that uses a system shows the account you chose.

If something goes wrong

The details say Unavailable. The template is not ready to use yet, or a choice in the recipe is missing. Read the message, then pick the missing account or try another template.
A system will not connect. See A connection stopped working.
The workflow does not start on its own. A draft does not run from its trigger. See Deploy, test and change a workflow.