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Templates and Solutions

Every flow starts from a template.

When you click Create Flow, Flow shows the available templates and solutions that match your account.

Base Templates​

A base template is the more blank starting point for a data type.

Use a base template when:

  • you know exactly what you want to build
  • you want more control over the filters and actions from the start
  • you want to create a flow for a specific internal process

Solutions​

A solution is a more pre-configured starting point for a particular goal.

Use a solution when:

  • you want a faster starting point
  • your use case is close to one of the suggested outcomes
  • you want to review and adapt an existing pattern rather than start from a simpler base

Choosing the Right Starting Point​

Use the search and filters in the template picker to narrow down the available options.

If you already know the data type you want to work with, a base template is often the clearest place to start.

If you are aiming for a broader outcome like reporting, bulk maintenance, or alert-style monitoring, a solution may get you there faster.

What Happens Next​

Once you select a template or solution, Flow creates the flow and opens the editor so you can review it before you activate it.

Continue with Edit Flow for the next step.