> ## Documentation Index > Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt > Use this file to discover all available pages before exploring further. # Start a Workflow from a Template > Pick a ready-made workflow, fill in what it still needs, test it with sample data, and switch it on when it is right A template gives you a working set of steps to start from, so you only fill in your own details. This guide uses the **Form Lead to CRM + Notifications** template on Northwind: a form on another website (such as Typeform) sends each new lead to Hiveku, which saves the person in your CRM, emails them a welcome and tells your team on Slack. ## Create it from the template **1. Pick a template** Click **Workflows** in the left rail, then **New Workflow**. Under **Start from a Template**, pick a category, or **All**, and click a template. ![The template gallery with Form Lead to CRM + Notifications ticked and outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-01-pick-a-template-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=a44fb9b189f693ca56a24be9fe983c89) **2. Name it and create it** Change the **Workflow Name** to something your team will recognize, then click **Create from** and the template's name. ![Workflow Name: Typeform leads to CRM, and the Create from Form Lead to CRM + Notifications button, both outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-02-name-and-create-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=efd3d81db2b797b12f3540562cb32cd2) **3. Switch it off while you finish it** The new workflow may open switched on. Check the switch at the top right: if it reads **Enabled**, click it so it reads **Disabled**. A workflow that is switched on runs for real as soon as its trigger fires. ![The workflow header with the switch reading Enabled, outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-03-starts-on-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=d00796b237039e0eb0fe1c5c6e104a1b) ## Fill in what it needs The canvas shows the template's steps. A step that still needs settings carries a badge such as **1 of 2 set**. ![The steps Form Submission, Create CRM Contact, Welcome Email and Notify Slack, with the 1 of 2 set badge on Notify Slack outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-04-what-it-built-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=adf256da7f7875526df97b6b4c33426a) **1. Finish each flagged step** Click the step and fill in the fields marked with a red star. Here, **Notify Slack** needs a **Webhook URL** from Slack (the panel links to where you make one). ![The Notify Slack settings with the empty, required Webhook URL field outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-05-finish-a-step-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=57e4667fade28d8b08501c9850647385) **2. Make the other steps yours** Click each step and read it. Change the **Welcome Email** to your own words and sender name, so it sounds like your business. **3. Connect the form** Click the trigger, **Form Submission**, and click **Create Webhook URL**. Copy the address it shows into your form tool's webhook settings. Anyone with the address can start the workflow, so keep it private, or choose an **Authentication** type such as **Bearer Token** that your form tool can send. ![The trigger settings: POST, Path, Authentication None, Webhook not created yet, and the Create Webhook URL button outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-06-webhook-url-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=fdd040acad5540d42bf6c8904dd89b38) Click **Save Workflow**. ## Test it with sample data **1. Give the test a sample** On the trigger, open the **Input** tab. Under **Test sample**, type a **Request body (JSON)** like the one your form sends and click **Use for Test run**. ![The trigger's Input tab: Test run uses this JSON as the request body, and a sample with a first name, last name, email and form name, outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-07-test-sample-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=26a61643004f14ec879d5f0a926c31f2) **2. Run the test** Click **Test Run**. Sending and saving steps are only simulated, so nobody is emailed and nothing is saved. A step that cannot run turns red and says why. ![Test finished with failures, 4/4 steps, outlined; three steps Done and Notify Slack Failed with Slack webhook URL is required, outlined](https://mintcdn.com/locusdigital/K90iu0U6wwACW03b/images/how-tos/workflows/tpl-08-test-shows-what-to-fix-closeup.webp?fit=max\&auto=format\&n=K90iu0U6wwACW03b\&q=85\&s=008b6d615f13c5e1985f740759ba291f) Fix what it names, save, and test again until it reads **Test completed**. ## Switch it on When the test is right, click the switch so it reads **Enabled**. From then on, every lead your form sends starts the workflow. ## Good to know * **Check each template's steps before you switch it on.** Some templates publish, send or change things on a schedule as soon as they are switched on. * **Change anything.** Ask the **AI Workflow Assistant** on the left, or click a step and edit it. * **More:** [Workflows](/how-tos/workflows), [Run a Workflow on a Schedule](/how-tos/workflows/run-on-a-schedule) and [See What a Workflow Did](/how-tos/workflows/see-what-a-workflow-did). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.