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Guide · Templates
How to use a template
Templates turn weeks of setup into minutes. Install a ready-made automation, connect your tools, make it yours — and have it running the same day. Here's the whole flow, start to finish.
No blank canvas, no code, no model keys to wrangle \u2014 just five short steps.
Step 1Find the right templateBrowse the marketplace by team or outcome — support, sales, finance, HR, marketing, ops. Each template is a working automation built around a real business process, so you start from a proven pattern.Tip: filter by category to jump straight to your use case.
Step 2Install it in one clickHit Use template and Syngentix drops the AI agent and its workflows straight into your workspace — configured, connected, and ready to run. Nothing to scaffold, nothing to copy-paste.Tip: pick the workspace that owns the connections and credits.
Step 3Connect your toolsAuthenticate the apps the template uses — Gmail, Slack, your CRM, a database — in a few clicks. AI models are already handled by your shared credit balance, so there are no API keys to bring or manage.Tip: connections live at the workspace level, so your whole team reuses them.
Step 4Customize without codeOpen the visual builder to rename steps, swap tools, add conditions, or drop in an approval — or just tell the AI what to change. The template is yours now; shape it to fit exactly how your team works.Tip: ask the AI to "add a Slack approval before sending" and watch it wire itself.
Step 5Run it & refineTrigger a test run and watch data move through every step in real time. Check the results, tweak anything that needs it, then turn it on. From there, analytics show every run, its status, and what it cost.Tip: start in test mode, then flip to live once you're happy.
What you get
Every template is a working system
Not a diagram or a starting point — a complete automation, ready to run.
A ready AI agentPre-configured with the right instructions and guardrails for the job — so it acts on your behalf from day one.
Connected workflowsThe full step-by-step logic — triggers, actions, branches — already wired and validated end to end.
Sensible defaultsBest-practice settings and integration mappings out of the box — change what you want, keep the rest.
Best practices
Get more from every template
Test before you go liveRun with sample data first so you can see exactly what each step does.
Reuse workspace connectionsAuthenticate a tool once and every template in that workspace can use it.
Let the AI edit for youDescribe the change in plain language instead of hunting for the right node.
Watch your analyticsTrack runs, success rate, and credit spend so automations keep paying off.
Common questions
No. Templates install and run as-is, and every change you'd want to make — renaming steps, swapping tools, adding conditions — happens visually or by asking the AI in plain language.