Docs

Automate tasks across Templated with TemplateDocs

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Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Templated and TemplateDocs talk.
Here are some common ways to automate work between them.

Send a TemplateDocs notification when Templated receives a high-priority item.Try now
Create a TemplateDocs follow-up from new qualified activity in Templated.Try now
Copy new customer details from Templated into TemplateDocs.Try now
Update the matching TemplateDocs item when a Templated status changes.Try now
Start a review in TemplateDocs when Templated flags an exception.Try now
Summarize new Templated activity and save it in TemplateDocs.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Templated and TemplateDocs work.

Connect your Templated and TemplateDocs. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Templated and TemplateDocs.

MindCloud connects Templated and TemplateDocs so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.