To begin, please follow these steps:

1. Click +Add button, then select 'Import Excel'.

2. Click 'Browse' and select the Excel file you'd like to import. Please make sure your template has clear rows and columns and are without any special characters.

3. On the next page, you can choose which columns to import and assign column types. When done, click Import!

To finalise your Workflow and ensure you can share and track the right workflows with the right teams, please also check out the guides below:

Create your first Workflow

Edit Workflow Security Settings

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