At its core, an Automate365 template is a pre-defined blueprint for creating new Microsoft 365 workspaces (SharePoint Sites, MS Teams, and others). Instead of building each new workspace from scratch every time, a template allows you to define its structure, content, branding, and even governance policies just once, and then apply it consistently.
The point of using templates is simple: They empower you to standardize, automate, and accelerate your provisioning processes. This means less manual work, fewer errors, and a consistent, governed experience for every new workspace created in your organization.
Why Automate365 templates
While basic workspace creation is available natively, Automate365 templates go a significant step further, transforming simple provisioning into a robust governance and standardization tool.
Templates serve as the core blueprint for your provisioning, ensuring every workspace is created consistently and is governance-ready. A single template contains everything needed for a complete workspace, including its fundamental Content and Structure, robust Governance and Compliance policies, pre-defined User Management, and powerful Dynamic Data capabilities. It also ensures all Necessary Approvals are collected before provisioning begins.
Our templates empower you to:
Ensure consistency: By using pre-configured blueprints, you ensure every new workspace is created with a consistent structure, content, and set of rules. This eliminates variations and provides a predictable experience for every team.
Proactive governance: Templates allow you to enforce governance rules and policies from the moment a workspace is created. This approach prevents issues before they happen, rather than relying on reactive clean-up later.
Align with your organization's way of work: Templates are built to reflect your existing processes. They can integrate with your current systems and workflows, ensuring a seamless and less disruptive way to work.
Distribute updates and new features: Templates are not static. You can easily update a template and install it on top of existing workspaces to quickly distribute new features, content, or policies to every space at once.
Truly tailored experiences: While templates provide consistency, they are also fully customizable. By using dynamic content from the original request, each workspace is truly tailored and personalized for its specific purpose and user.
In essence, Automate365 templates provide unparalleled control and flexibility, ensuring your Microsoft 365 environment remains organized, compliant, and easy to manage at scale.
Creating templates
Learn how to design and build your custom Automate365 templates, configuring everything from basic details and content to advanced policies and approval flows.
Each article below corresponds to a step in the template creation wizard, located in the left-hand navigation.
Template Details: Start by defining the foundational information for your template, including its name, tags, description, and thumbnail image.
Choose how to start:
Structure and Content, and configure Hub Site association
Define what assets go inside your template, and optionally connect new provisioned sites to an existing Hub Site structure.
Dynamic Content
Make adaptable templates by using dynamic fields that populate automatically.
Classification:
Policies:
Provisioning templates
Once a template is ready, you can provision it in a number of ways.
Manual Provisioning: Provision a template manually through the App.
See our guide: Provisioning a BindTuning Template
Self-Service via Catalog: Publish templates to a centralized company catalog, allowing users to request and provision them on their own using a direct URL.
Self-Service via SharePoint: Embed the template catalog directly into SharePoint, enabling users to request templates from a familiar environment.
Managing your templates
Learn how to organize, update, and maintain your collection of Automate365 templates upon publication for efficient use and easy access.
Understanding template catalogs
Learn about how your templates are stored and managed within Automate365.
Delete a template
Safely remove templates from your collection when they are no longer needed.