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A Workflow Builder template is a prebuilt flow you add to your own Workflow Builder and customize, instead of one First Resonance builds and maintains. Starting from a template gives you every step already configured for the task; edit the values, conditions, or connections to match how your org works, the same way you’d edit any other flow.
A Workflow Builder template and an ION automation can cover the same task, but they work differently. You can’t open or edit an automation’s logic. A template gives you your own copy of the flow inside Workflow Builder, so you can see every step and change any of them.

Start a flow from a template

When you create a new flow in Workflow Builder, you can start from a template instead of a blank flow. The new flow is your own copy: nothing you change affects other orgs using the same template, and nothing First Resonance changes later affects your copy. Once you’ve added a template, treat it like any other flow: configure its connections, then test it before you publish.

Available templates