Skip to Main Content
Status Future consideration
Categories Ideas research
Created by Stephanie Lechner
Created on Sep 26, 2024

Support creating document or whiteboard templates in automation rules

What is the challenge?

There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created.

What is the impact?

If you use the same template for each idea or other record, it requires a manual step to add that to the record.

Describe your idea

Allow the creation of document or whiteboard templates on records to be an automation action

  • Attach files