Install a template

What this does for you

Installing a template creates a new bot from someone else's shared instructions, skills, routines and memory, ready to use with no extra setup beyond what its checklist names.

Before you start

• You are signed in, and the organisation you want the new bot in is your active one.
• You have a link to the template, or you are picking one from the carousel your role suggests when you create your first bot.
• If the template's risk class is not standard, read the note the install review page shows before you continue.

Steps

1. During onboarding, or on the create-first-bot screen, pick the role tile that matches what you do most.

   <!-- shot: install-a-template-01-phone.png | Picking a role tile during onboarding, on a phone --> <!-- shot: install-a-template-01-desktop.png | Picking a role tile during onboarding, on a desktop -->

2. On the step that follows, select the products you use every day, or continue with none selected — this step never blocks you from moving on.

   <!-- shot: install-a-template-02-phone.png | Selecting the tools you use every day during onboarding, on a phone --> <!-- shot: install-a-template-02-desktop.png | Selecting the tools you use every day during onboarding, on a desktop -->

3. Back on the create-first-bot screen, browse the carousel of starter templates suggested for your role (listed below) and select one to create a bot from it directly.

4. To install a template someone shared with you instead, open its link and review what it includes — its instructions, and its memories, skills, routines and integrations where it has any — on the template's page.

   <!-- shot: install-a-template-03-phone.png | A shared template's page, expanded to show what it includes, on a phone --> <!-- shot: install-a-template-03-desktop.png | A shared template's page, expanded to show what it includes, on a desktop -->

5. Select Use this template. On the review page, note the last updated date and the risk class, tick "I understand this template was written by a third party," then select Create bot.

6. Resolve the setup checklist pinned above the new bot's transcript — install any plugin it names, set any secret, or attach any file it assumes — before asking the bot to work.

   <!-- shot: install-a-template-04-phone.png | The setup checklist above a new bot's transcript, on a phone --> <!-- shot: install-a-template-04-desktop.png | The setup checklist above a new bot's transcript, on a desktop -->

The starter templates

Every role tile resolves to at least one of these, plus Chief of Staff.

Inbox Triage

Sorts what's urgent from what can wait, and drafts replies for the routine ones. Suggested for Productivity, Customer Support, Recruiting & People and Sales. Install it the same way as any other template.

Researcher

Digs into a topic across what's already out there and writes up a clear summary. Suggested for Engineering, Product, Design, Marketing, Sales and Recruiting & People. Install it the same way as any other template.

Lookout

Watches for the thing you care about and flags it the moment it changes. Suggested for Engineering, Product, Marketing, Customer Support and Sales. Install it the same way as any other template.

Invoice Chaser

Tracks who owes what and chases the ones running late. Suggested for Ops & Finance. Install it the same way as any other template.

Chief of Staff

Takes the ask, finds the bot that owns it, and hands it off. Suggested for every role. Install it the same way as any other template.

Which role suggests which template

A worked example

A shared template's link carries a 21-character id and works the same whether you are signed in or not:

https://your-workspace.example.test/t/aB3dE5fG7hJ9kL1mN3pQr

What can go wrong

See also

• Share a bot as a template
• Start here
• The bot settings pane
• Install a plugin