📝 Overview
In Yoom, we offer ready-made templates for our core features - Flowbots and Database - to help streamline your workflows:
Flowbot Templates: A pre-configured workflow for easy automation.
Database Templates: Databases pre-filled with demo values to help you get started.
By using these templates, even first-time Yoom users can quickly visualize how to create Flowbots and how to leverage databases efficiently✨
🤖 Flowbot Templates
Where to Find Them
Explore available templates in the Flowbot Template Gallery.
Use the search bar to find templates by entering app names or specific use cases.
How to Use Flowbot Templates
1️⃣ Select your Template
Navigate to the desired template in the Flowbot Template Gallery.
2️⃣ Click "Try this template"
At the bottom of the template page, click "Try this template".
3️⃣ Edit & Customize the Flowbot
The template will be duplicated in the Flowbot tab under "My Projects". You will be taken directly to the editing screen.
4️⃣ Connect & Test
Register Apps in My Apps.
Adjust connection settings to match your environment.
Run tests to ensure the Flowbot works as intended.
Once everything is set, your Flowbot is ready to run! 🎉
☝️ Important Notes on Flowbot Templates
"!" Alert on Triggers or Actions
If you see a "!" next to a trigger or action, it means that the app integration hasn't been set up yet.
➡ Solution: Register the app under My Apps and link it before proceeding.
Complex App Integrations
➡ For apps with more advanced setup requirements, refer to this detailed integration guide.
Dummy Data Alert
The template uses placeholder values. Always replace them with the actual data from your environment before using the Flowbot.
Project-Specific Copies
All copied templates are saved under "My Projects."
If you want to move a Flowbot to another project, follow this guide on moving Flowbots between projects.
🗃️ Database Templates
Where to Find Them
Head over to the Database Template Gallery to browse templates categorized by industry or tasks (e.g., HR, Sales, or Finance). Find the perfect fit for your workflow.
How to Use Database Templates
1️⃣ Pick a Template
Browse the gallery and select the database template you want to use.
2️⃣ Click "Use this template"
Hit the "Use this template" button to duplicate it into the Database tab under "My Projects".
3️⃣ Edit & Customize the Database
Rename columns.
Delete unnecessary fields.
Add specific data points based on your needs.
💡 Customize it to match your unique workflow and data requirements.
☝️ Important Notes on Database Templates
Dummy Data Alert
Just like Flowbot templates, the demo values in database templates are placeholders. Replace them with your actual data before use.
Project Specific Copies
All copied templates are saved under "My Projects."
If you want to move a database to a different project, refer to this guide on moving databases between projects.
🎉 Pro Tips
Using templates is a time-saving and efficient way to get started with Yoom! Customize, test, and deploy in no time!
Related Keywords
Related Keywords
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