Scope
This guide covers setup & configuration for Automation Templates, Nodes & Tools. Availability depends on your tenant package, role and configured providers.
Purpose
Reuse outcome-led workflows and inspect available building blocks.
Select template or node catalogue entry and required inputs.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Select template or node catalogue entry and required inputs.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Compare template use, runs, failures and completed outcomes.
- Review permissions and side effects before activation.
Verify the result
Compare template use, runs, failures and completed outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Review permissions and side effects before activation. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.