To begin, please follow these steps:

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

2. Click 'Browse' and select the Excel file you'd like to import. Please make sure your template has clear rows and columns without any special characters, and there are no empty cells in your excel sheet.

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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