Support plan: xFanatical Foresight Elite.
Templates streamline rule configuration for common business automation scenarios, particularly those involving complex workflows. They provide a near one-click setup solution, enabling rapid deployment of automation with minimal effort.
The template gallery enables you to explore a curated selection of templates, designed based on real-world workflows and informed by user feedback.
Instructions
- Sign into xFanatical Foresight.
- Go to the Templates page.
- Explore the templates in the page.
- Template groups. Some templates are classified by the similarity of the business workflows.
- Template cards. A template card describes one business workflow use case. Click the card to learn more about the template and use the template.
- Rule flowcharts. The rule flowcharts visualize the automation sequences of the template. If a template has more than one rule, then the template will display multiple flowcharts.
- Connected services, the third party services xFanatical Foresight integrate with for the template, e.g. Google Admin, Gmail. A template can integrate with various services to streamline and automate workflow.