Get to your first live automation
Two ramps to your first working workflow: the onboarding checklist for guided setup, and templates you build once and reuse per client.
Start here
There are two ways to reach your first live automation in TaskJuice. The onboarding checklist walks you through building and publishing a workflow step by step, then inviting a teammate. Templates let you publish a workflow once and apply it into each client Workspace, so the second, third, and tenth setup take minutes instead of a fresh build each time.
If this is your first account, start with the checklist. Once you have a workflow you run for more than one client, turn it into a template.
A new account starts with an empty templates list. You create your own templates by publishing a workflow first. There is no public gallery to browse, and the templates list shows only what your account has authored.
Ramp 1: the onboarding checklist
After you create your account, a launcher appears in the corner of the app. Open it to see a short checklist that tracks your progress to a working automation. It shows four cards and marks each one complete as you go:
- Create a workspace is already done. Your first Workspace is created during agency setup.
- Build your first workflow in the visual editor. Connecting apps happens inline as you build, so there is no separate "connect an app" step.
- Publish a workflow to make it live and start processing events.
- Invite a teammate to bring another person onto the account.
The launcher stays available until every card is complete or you dismiss it. Dismissing it syncs across your devices, so it will not reappear elsewhere once you close it.
The four first-success task cards, what marks each one complete, and where each link takes you.
Ramp 2: templates you reuse per client
A template is a snapshot of a published workflow that you apply into a client Workspace. Applying it creates a brand-new, independent workflow inside that Workspace, so you can edit each client's copy without affecting the original or any other client.
The flow has two halves. First you publish a workflow as a template, which puts a row in your account's templates list. Then, from a template's detail page, you apply it into a Workspace and fill in any required variables (a from-address, a Slack channel, a connection to use). When the agency publishes a newer revision, each applied copy shows an update banner so you can review and merge the change.
Open your templates list, pick a template, apply it into a Workspace, and supply the required variables.
Turn a published workflow into a reusable template from the editor's overflow menu.
Next steps
- New to the product? Build your first workflow end to end in the quickstart.
- Ready to template a workflow you already run for clients? Start with save a workflow as a template.
- Want to know what a template carries before you publish one? See the templates reference for revisions, variable kinds, and limits.