> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Start quickly with curated workflow templates

Workflow Templates in Neo Agent are pre-built automations designed by the Neo team to address common Managed Service Provider (MSP) challenges. They provide a quick and effective way to implement powerful workflows, infused with industry best practices, allowing you to automate tasks and streamline your operations with minimal setup.

## Accessing workflow templates

You can create new workflows from templates directly within the Neo Agent platform.

<Steps>
  <Step title="Navigate to Workflows">
    Navigate to the **Workflows** section in your Neo Agent dashboard.
  </Step>

  <Step title="Create new workflow">
    Click the **"+ Create Workflow"** button.
  </Step>

  <Step title="Select template option">
    In the dropdown, select **"FROM TEMPLATE"**.
  </Step>
</Steps>

<Frame caption="The 'FROM TEMPLATE' option allows you to browse available workflow templates">
  <img src="https://mintcdn.com/neoagent/G1PkeWrWjzTWVbma/images/managing-workflows/templates-1.png?fit=max&auto=format&n=G1PkeWrWjzTWVbma&q=85&s=2a5d3d80cc4e5f0cf869569f89ddb339" alt="Create workflow from template button" width="3410" height="1814" data-path="images/managing-workflows/templates-1.png" />
</Frame>

## Choosing a template

After selecting "FROM TEMPLATE", a modal will appear, showcasing a library of available templates.

<Frame caption="Select a pre-built template to kickstart your automation">
  <img src="https://mintcdn.com/neoagent/G1PkeWrWjzTWVbma/images/managing-workflows/templates-2.png?fit=max&auto=format&n=G1PkeWrWjzTWVbma&q=85&s=6c320e977327e115d0972f9514c2c4d3" alt="Workflow template selection modal" width="3414" height="1804" data-path="images/managing-workflows/templates-2.png" />
</Frame>

In this modal, you can:

* Browse through various templates curated by the Neo Agent team
* View the **Name** and a brief **Description** of each template
* See the primary **Trigger** (e.g., "Ticket Created", "Monthly at 09:00 PM") and the main **Actions** the template performs
* Identify templates suitable for your specific PSA (e.g., ConnectWise, Autotask), as templates are often tailored for particular ITSM systems

Once you find a template that fits your needs, click the **"SELECT"** button next to it. This will open the workflow configuration screen, pre-populated with the template's settings.

## What are workflow templates?

Workflow Templates are essentially blueprints for your automations. They are:

<CardGroup cols={2}>
  <Card title="Pre-configured" icon="gear">
    Each template comes with a defined trigger, a sequence of actions, and initial settings.
  </Card>

  <Card title="Expert-designed" icon="star">
    Crafted by the Neo Agent team, incorporating effective strategies for common MSP scenarios.
  </Card>

  <Card title="PSA-Specific" icon="plug">
    Many templates are optimized for popular PSA platforms, ensuring compatibility and relevance.
  </Card>

  <Card title="Focused on common tasks" icon="list-check">
    Examples include Monthly Executive Summary, Suggest Technician (Dispatch), Ticket Triage, and Escalate Ticket when time is up.
  </Card>
</CardGroup>

### Common template examples

* **Monthly Executive Summary:** Analyzes tickets and identifies trends
* **Suggest Technician (Dispatch):** Assigns tickets based on workload and skills
* **Ticket Triage:** Automatically categorizes and prioritizes incoming tickets
* **Escalate Ticket when time is up:** Manages ticket SLAs by escalating overdue tickets

## How templates work

When you select a template, Neo Agent doesn't just link to it; it creates a brand new, fully independent workflow in your account based on that template's design.

<Steps>
  <Step title="Selection">
    You choose a template from the library.
  </Step>

  <Step title="Instantiation">
    A new workflow is created in your workspace, copying all the settings from the template – including its trigger, actions, and any pre-filled parameters.
  </Step>

  <Step title="Customization">
    This new workflow is now yours to modify. You can:

    * Adjust the trigger conditions (e.g., change the schedule, specify different boards/statuses)
    * Reconfigure actions (e.g., change notification recipients, modify an AI action's custom instructions)
    * Add new actions to the sequence
    * Remove actions that aren't relevant
    * Rename the workflow
  </Step>
</Steps>

<Note>
  Think of it like using a document template: you start with a pre-formatted structure and then fill in your own details.
</Note>

## Current availability and future plans

<Info title="Who creates templates?">
  Currently, all Workflow Templates are curated and provided by the Neo Agent team. This approach ensures that every template is well-tested, adheres to best practices, and offers significant value out-of-the-box.
</Info>

<Note title="Coming soon: Community and custom templates!">
  We are actively working on exciting new features that will empower users to:

  1. **Create your own templates:** Save your successful custom workflows as templates for reuse within your organization.
  2. **Share with the community:** Optionally share your templates with other Neo Agent users, and benefit from templates shared by others.

  Stay tuned for updates on these upcoming enhancements!
</Note>

## Best practices for using templates

<AccordionGroup>
  <Accordion title="Understand the purpose">
    Before selecting a template, make sure you understand the problem it solves and the actions it performs.
  </Accordion>

  <Accordion title="Review and test">
    After creating a workflow from a template, thoroughly review its configuration. Test it with non-critical data or in a development environment before enabling it for live operations.
  </Accordion>

  <Accordion title="Adapt and evolve">
    Don't treat templates as rigid solutions. Continuously monitor their performance and adapt them as your business processes evolve.
  </Accordion>

  <Accordion title="Check Event History">
    Use the Event History to monitor how workflows created from templates are executing and to troubleshoot any issues.
  </Accordion>
</AccordionGroup>

### Multi-workflow templates

Some templates include two or more workflows that work together (e.g., categorize a ticket, then take action based on the category). This enables advanced automation with minimal setup.

<Tip>
  Start with a template, then iterate as you learn what works best for your business.
</Tip>

By leveraging Workflow Templates, you can significantly accelerate your automation journey with Neo Agent, implement robust solutions quickly, and focus on what matters most – delivering excellent service.