> For the complete documentation index, see [llms.txt](https://docs.getmesa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getmesa.com/templates.md).

# Templates

## Ready-Made and Customizable

Create workflows effortlessly with MESA by starting with one of our many pre-built templates.

MESA templates are pre-built workflows featuring a trigger and one or more actions that simplify your workflow creation. They’re an ideal starting point, and because they’re fully customizable, they can easily be adapted to suit your specific requirements.

<div align="center"><img src="/files/Ds6M5oCISSTmcltVALqc" alt="Screenshot of the MESA Templates gallery showing ready-made customizable workflow templates. Spotlight the featured template cards."></div>

## Template Library

Discover the **Template Library** to find pre-designed workflows that align with your automation goals. If you’re looking for inspiration or are uncertain how or where to start, MESA's library of templates should be your go-to spot.

<figure><img src="/files/91eFaPGcjeGJ3YH6T7xp" alt="Screenshot of the MESA Template Library page listing pre-designed workflow templates. Spotlight the template cards grid."><figcaption></figcaption></figure>

Once you've selected a template to try, click **View** for details or hit **Add template** to dive in.

<figure><img src="/files/oCXVynvEcPuFEV2YS1JF" alt="Screenshot of a template in the MESA Template Library showing the View and Add template options. Spotlight the Add template button."><figcaption></figcaption></figure>

## Installing & Editing

### Setting Up <a href="#installing-a-pre-built-workflow-template" id="installing-a-pre-built-workflow-template"></a>

Let's install a template together! One popular MESA use case is tagging customers as "VIP" after they spend $500 or more.

After selecting "Start with this templat&#x65;**,**" you'll be directed to a screen highlighting the workflow's details.

<figure><img src="/files/z2L2LDWGcnC2yy0PfQZa" alt="Screenshot of the workflow details screen shown after selecting Start with this template. Spotlight the workflow details panel."><figcaption></figcaption></figure>

This template uses our setup wizard, which helps walk you through the next steps of setting up and making any adjustments to this template.

{% hint style="info" %}
Some templates will have setup instructions instead of a setup wizard. If so, you'll be taken straight to the workflow builder.
{% endhint %}

For example, you can change $500 to $1,000 based on your VIP program. Don't want to call them a "VIP"? You can also customize that tag!

<figure><img src="/files/iX91oLUP3MIJjjB84g5p" alt="Screenshot of the setup wizard for the VIP customer tagging template where the spend amount and VIP tag can be changed. Spotlight the spend amount and tag fields."><figcaption></figcaption></figure>

You can select **More Options** within each step to further customize the step with optional fields.

<figure><img src="/files/0qRbXCmdqt5qsV1Ync4F" alt="Screenshot of a template step in the setup wizard with optional fields available. Spotlight the More Options link."><figcaption></figcaption></figure>

In this example, we are adding additional rules to the **Filter** step:

<figure><img src="/files/XKw0k1rkxW1W8JdODimT" alt="Screenshot of the Filter step in the template setup with additional rules being added. Spotlight the add rule controls."><figcaption></figcaption></figure>

Perhaps the template is close, but not quite how you want it. You can add or remove steps from any template to customize it to your requirements.

For example, if you wanted to to add an extra step to notify the customer, you could add an **Email** step to the end of the workflow.

<figure><img src="/files/T382BpxUpYVfgCCMA813" alt="Screenshot of the workflow builder with an Email step added to the end of the VIP tagging workflow. Spotlight the new Email step."><figcaption></figcaption></figure>

Alternatively, if tagging the customers is irrelevant to your process, you can even completely remove the **Customer Add Tag** step to replace it with an entirely different step that would fit your needs.

<figure><img src="/files/CgaEGrVNjLn92MUtQUWS" alt="Screenshot of the workflow builder showing the Customer Add Tag step that can be removed or replaced. Spotlight the Customer Add Tag step remove option."><figcaption></figcaption></figure>

For example, you can replace the **Customer Add Tag step** to send information over to a Google Sheet. Hover over the arrow where you want to add the step, then select **Action**.

<figure><img src="/files/bbk02qIH3JUE2UjSDEXn" alt="Screenshot of the workflow builder while hovering over the add arrow between steps. Spotlight the Action button."><figcaption></figcaption></figure>

When the search bar pops up, you can search for Google to populate the different actions offered for it.

<figure><img src="/files/Iu32KBriK70H8jk0HvKn" alt="Screenshot of the workflow builder action search bar with Google typed in showing the available Google actions. Spotlight the search results list."><figcaption></figcaption></figure>

If you already have a Google Sheet that you would like to use, you can select the **Add Row** action.

<figure><img src="/files/baYChjyF4dREHQ6UQB5u" alt="Screenshot of the Google Sheets actions list in the workflow builder. Spotlight the Add Row action."><figcaption></figcaption></figure>

Once you've completed setting up the template to fit your needs, you are ready to [**run a test**](/workflow-builder/testing.md)**.** 🎉

<figure><img src="/files/3WQtyqigCmbEC1D9StXF" alt="Screenshot of the completed template workflow in the builder, ready to run a test. Spotlight the Test button."><figcaption></figcaption></figure>

### Resources

There will be corresponding instructions for each template offered in our library to help provide guidance.

<figure><img src="/files/jtEG7Az8Vh1nVynFTSri" alt="Screenshot of a template workflow with its setup instructions shown on the right-hand side. Spotlight the instructions panel."><figcaption></figcaption></figure>

These instructions will appear on the right-hand side of the screen or when you select "[Help](https://www.getmesa.com/support)" while in the workflow.

<figure><img src="/files/9zWtfxtWRVCz8X3sGA6K" alt="Screenshot of a template workflow in the builder where the setup instructions can be reopened. Spotlight the Help link."><figcaption></figcaption></figure>
