Templates screen examples

Dock

Wizard step where the user selects plans from an existing workspace to save as a new template, previewing the tasks inside the selected plan.

• Add & Create
• Templates

Elevenlabs

Create page where the user browses and previews conversational AI agent templates like Customer Support or Front Desk Receptionist before using them.

• Browse
• AI Agent

Dovetail

Settings page where the user is blocked from accessing security controls like link sharing and user invites by an Enterprise plan paywall.

• Feature Gate
• Security Settings

Gumloop

Template gallery where the user browses and searches pre-built automation workflows created by their team.

• Browse
• Templates

Loops

Home dashboard where the user can view recent campaigns, loops, and transactional emails, or start creating from various templates.

• Dashboard
• Home

Workflow

Settings modal where the user reads instructions on how to create and use project and task templates.

• Settings
• Templates

Parallel

Prompt library where the user browses and searches deep research templates across categories like markets, healthcare, and technology.

• Browse
• Search

Slite

Create screen where the user selects a document template from a categorized sidebar or starts writing a new doc from scratch with options to import from external tools.

• Templates
• Import & Export

Wynde

Create modal where the user selects a template, like a product survey or feature feedback, from categories such as usability testing and market research.

• Templates
• Search

Glide

List view where the user manages team templates, creates new ones from scratch, and accesses options like creating an app or deleting a template via an open context menu.

• Browse
• Delete

Outseta

List view where the user manages their email templates, showing thumbnails, names, and last edited dates, with an active free trial banner prompting an upgrade.

• Templates
• Browse

Zapier

Home screen where the user can start building automations via an AI prompt, select a starting template, or resume unfinished workflows.

• Dashboard
• AI Assistant