Start from a template. Make it yours.
Templates are prebuilt workflows for common business processes. Pick one for the job, see what it needs, and adapt your copy to how your team works.
See what a template does and what it needs.
Every template shows what it does, the apps it needs, what it takes to set up, and how it works step by step.
Know the setup up front
Every template lists what it needs before you start, whether that is a connected account or a few inputs from you.
See how it works, step by step
Each template breaks the work into numbered steps, so you know what it will do before you turn it on.
Template details
InvoicingPast Due Invoice Reminder
Drafts reminders for invoices that are past due.
Apps it needs
- QuickBooks
- Gmail
What you need to set it up
- Connect your QuickBooks account
- Connect your Gmail account
- Choose how many days past due before a reminder
How it works
- 1Find invoices past the number of days you chose
- 2Draft a reminder for each customer
- 3Save each reminder as a Gmail draft
- 01
What it does
A clear name and a short summary of the job it handles.
- 02
Apps it needs
The apps it connects to, right on the card, so you can tell at a glance if it fits your stack.
- 03
A topic
Tagged by area, like Sales, Finance, Order Entry, or Invoicing, so related templates are easy to find.
Start with a template. Make it fit your process.
Start with a prebuilt workflow, then adapt your own copy to your team's process. Changes to your copy leave the original untouched.
Find a template for the job.
Browse by topic or by the apps your team uses. Or just describe what you want to do.
Browse by topic
Jump straight to Sales, Finance, Operations, Support, Order Entry, Invoicing, Fulfillment & Shipping, and more.
Browse by the apps you use
Filter down to templates built for the tools your team already works in.
Search by what you want to do
Describe the job in plain words, like "remind customers about late invoices." Or try Deep search.
Find a template
Topic
Required apps
Past Due Invoice Reminder
InvoicingDrafts reminders for invoices that are past due.
FAQ
Common questions about templates
A template is a prebuilt workflow for a common business process, like entering orders or sending invoice reminders. It gives you a ready starting point that you can adapt to how your team works.
Browse the catalog by topic or by the apps you use, or search by describing what you want to do. You can also use Deep search.
It depends on the template. Some need connected accounts, others ask for a few inputs. Each template lists what it needs before you start.
You see a review of the template first. Once you confirm the import, Trelium guides you through connecting accounts and finishing setup. Nothing is added to your account until you confirm.
No. Your changes only apply to your copy. The original template stays as it is.
No. Each template has its own apps, setup, and steps, and some come with their own rules. The template details show how each one works.
Have a process you'd rather not start from scratch?Bring it to the demo.
We'll show you how to get it running in Trelium.