Our Template Builder feature allows admin level users to select and add a Playbook using a template to accelerate the creation process.
Step One: Select All Playbooks
Step Two: Click on NEW on the top right.
Step Three: Click on “From Template”
Step Four: Select one of our templates from the left side
Step Five: Select one of the templates then click CONTINUE on the bottom
Step Six: Edit or Accept the Template Name
Step Seven: Build Your Playbook!
