Create a Playbook Using A Template

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!