App templates

A template is a working app, not a prompt. Installing one copies a finished app into your workspace, where you can use it immediately or hand it to the app builder to change. That makes it the fastest route when a template is close to what you need. Browse apps holds two different things, and it’s worth knowing which you’re looking at:

• Templates — apps built by Assembly that you install and then modify like any app you built yourself.
• Classic apps — Assembly’s built-in apps. You install them as-is; the app builder can’t change them.

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Where to find them

From the sidebar, click Add App.

• Recommended for you sits under the prompt box with a short, rotating set of suggestions.
• More ways to add → Browse all apps opens the full catalog, where you can search or filter by category.
• More ways to add → Embed existing content is a different path — it brings an outside tool into your portal rather than installing an app. See Embeds and links.

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Prompt, template, or Classic app?

Three ways to add an app, and the right one depends on how close the existing options are to what you need. Some Ideas suggestions share a name with a template — Time tracker exists as both. The suggestion writes a fresh app from your words; the template installs one that already works. Start from the template when it’s close, and from a prompt when you want something shaped to your process.

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Templates

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Onboarding

• Client onboarding wizard — A five-step client onboarding flow that saves progress automatically while your team tracks who has finished, stalled, or not started.
• New client intake — Collect scope, goals, stakeholders, budget, and timeline before kickoff, then review it all in one place.
• Document collector — Request documents from clients with owners, due dates, and a status pipeline that replaces chasing them over email.
• Conditional forms — Build forms with a drag-and-drop editor, send them by link or email, and track every submission through to a formatted PDF.

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Trackers

• Client project tracker — Build milestone plans your team manages in detail and clients follow as a simple progress timeline.
• Deals Pipeline — A pipeline board and table view for tracking deals, wired to your real Assembly CRM records rather than a separate copy.
• Time tracker — Log billable hours against clients and export invoice-ready reports rolled up by client and date range.
• Case Status — Move every case through one shared stage process and give clients a plain-language page showing where things stand and what happens next.
• Client calendar — Month, week, and day calendar views with event scheduling, color-coded categories, and a dashboard of what’s coming up.

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Knowledge base

• Client Resource Library — A documentation-style library where clients browse and search the documents, guides, and recordings you publish.
• Data Room — Share controlled files with named clients, revoke access instantly, and keep a full audit trail of every view and download.

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Internal

• Internal Communications — Team chat with channels, DMs, threads, and reactions, built from your existing internal users.
• Internal Resource Library — A searchable internal directory of policies, templates, and training materials, with an easy way to request what’s missing.

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Approvals

• Design approvals — Send clients a set of visual options to compare side by side, comment on, and pick a direction, across as many rounds as it takes.

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Requests

• Markup & comments — Clients pin comments directly onto designs and PDFs while you ship revised versions until it’s approved.

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Proposals

• Proposals — Build branded, multi-page proposals with tiered packages and add-ons that clients accept and pay for in the portal.

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AI assistants

• Client AI assistant — Give each client an AI assistant that answers from your knowledge base and their own data, and never anyone else’s.

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Community

• Events & RSVPs — Post upcoming events and let clients RSVP from their portal, with confirmations sent automatically and a full attendee list for your team.

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Support

• Client Support Requests — A shared internal inbox where clients submit requests and your team replies openly or takes notes privately.

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Coming soon

• Content Approval — Route drafts and deliverables to clients for sign-off, with comments, change requests, and a permanent decision history.
• Client Discussion Forum — A shared community where clients and your team discuss topics in threaded conversations you moderate.
• Progress Tracker — Define color-coded stages and move each client or company through them, with a progress view clients can check anytime.

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Classic apps

Classic apps are Assembly’s own built-in apps, listed under the Classic category in Browse apps. They’re configured in their own settings rather than rebuilt, and the app builder can’t modify them — that’s the difference from a template.

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After you install a template

The app lands in your workspace as your app. From there it behaves like anything else the app builder made:

• It starts hidden from clients until you make it visible. See Controlling app visibility.
• You can change it in the build chat — rename fields, add a view, adjust the workflow. See Iterating on apps.
• It uses your workspace’s branding, CRM, and client list. There’s no separate data to set up.