Skip to main content
Templates are pre-built starting points provided by the Apers team. Instead of building from scratch, start with a template and customize it to fit your needs.

​
Where Templates Are Available

Templates are available for Playbooks and Workflows:

​
Templates by Feature

​
Playbook Templates

Start with a proven investment strategy instead of defining criteria from scratch. Playbook templates cover common approaches by asset class and risk profile, ready for you to adjust to your firm’s targets.

​
Workflow Templates

Use pre-built automation sequences created by the Apers team. Workflow templates handle common repetitive tasks so you can automate immediately without designing each step.
Looking for ready-made financial models and other files? Those come from the Marketplace, and anything you get there is added to your Library.

​
How to Use Templates

1

Navigate to the feature

Go to Playbooks or Workflows from the left side panel.
2

Select Create from Template

Both pages have a Create from Template option. Click it to browse available templates.
3

Choose a template

Browse the list and select the template that fits your use case.
4

Customize

Once created, the template is yours to edit. Adjust any fields, criteria, or steps to match your requirements.
Creating from a template gives you your own copy, so you can make several variations without changing the original template.

​
Next Steps

Marketplace

Get ready-made models and files for your Library.

Library

Store and reuse documents and models across deals.

Playbooks

Define and deploy your investment thesis.

Workflows

Automate repetitive tasks with custom or template workflows.
Last modified on October 30, 2026