video1.0<iframe src="https://www.loom.com/embed/66276239e8214ecb9dc5a83d893ce9b0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/66276239e8214ecb9dc5a83d893ce9b0-7cd768bb32bbf3ba.gif117.85This Loom explains how to use Muni templates and automations to reduce busy work. It shows how to save a proposal asset as a template via the Editor’s 3-dot menu by selecting Save as Template, then view and drag templates across deal-stage columns in the Templates page, which auto-organizes suggested blueprints for empty stages. It also covers built-in automations for meeting prep, follow-ups, email replies, and check-ins, which handle common tasks in the background. View guidance through the automation card, edit it if needed, and create custom automations such as updating a CRM or deal room assets, with the option to share them with your team.