How to start an automation from a template
Use a ready-made automation (look up an order, track a delivery, call an API, send a card to Notion) and just adjust it for your case.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Templates are ready-made automations with a trigger and steps already set up. When you use one, it becomes your own draft in the builder, so you can adjust the credentials and details before publishing.
Where to find it in Cognizy
Before you start
- Only the owner and admins can create automations.
Step by step
- Step 1:
Open , click Resources and then Templates.
- Step 2:
Each template shows the category, what it does, and the steps. Choose one and click Use template.
- Step 3:
The template opens in the builder as your own draft, with the steps already set up. Click each step to adjust it (credentials, API address, texts) and use Test before Publish.
How to know it worked
The automation appears in the Visual Automations list as a draft until you publish it.
If something goes wrong
The template asks for a credential.
Register the service key (Nuvemshop, Notion, your API) in Resources › Credentials and select it in the step.
Next step
Create a routine for an agent to handle on its own.
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