Automation Templates
Create one reusable automation and attach it to many Posts & Reels.
13 articles
Overview
Create
- How do I create an Automation Template?Create an Automation Template from Templates, configure triggers and messages, Save, then attach Posts & Reels.
- How do I create a reusable automation for many posts?Reuse one automation across many posts by creating an Automation Template and attaching multiple Posts & Reels.
Attach media
- How do I attach a template to multiple Posts and Reels?Attach an Automation Template to multiple Posts and Reels from the template media assignment panel.
- Why can’t I select a post or Reel for a template?Posts already linked to a custom automation or another template are occupied and cannot be selected until you Unlink or Detach.
- What does “already has an automation” mean?Already has an automation means the post is occupied by a custom link or another template — one automation per media.
Edit & lifecycle
- How do I detach a post from a template?Detach a single post from an Automation Template using Detach on the template media panel or Posts & Reels.
- How do I detach multiple posts or Detach All?Detach multiple Posts & Reels from a template, or use Detach All before deleting a template.
- How do I edit an Automation Template?Edit an Automation Template from Templates, then Save or Update. Confirm when changes affect attached media.
- What happens when I edit an attached template?Editing an attached Automation Template applies to linked Posts & Reels after you confirm the save that affects attachments.
- How do I pause or resume a template?Use Pause and Resume on an Automation Template to stop or restart sending across all attached Posts & Reels.
- How do I delete a template?Delete an Automation Template from Templates after detaching all Posts & Reels (Detach All if needed).
- Why can’t I delete my Automation Template?Delete is blocked while a template still has attachments — Detach Posts & Reels first, then delete.