Learn how to use the robot
Create a SharePoint template with SProbot
This is step two in your SProbot journey, after you connect to a tenant
SProbot templates are definitions of what Teams or SharePoint workspaces contain and look like. You can use a template to directly start a build, or as the base of a provisioning pipeline with governance rules.
This guide is about SharePoint team site templates, but you can also create Microsoft Teams templates.
Once you have connected to your tenant you will be able to create your first template from the tenant home page.
Step 1: Create a new template
Navigate to the templates tab (it will be the default tab the first time you open your tenant) and click Create your first template.
Name your template and select SharePoint team site as the template type (you can also create a Teams template using this way).
Step 2: Point to a source site
The primary step in setting up the template is selecting a source site to take a snapshot of. You can use any SharePoint team site in the current tenant as a source (SharePoint communication sites are not supported).
If you've selected a source site which can be successfully connected to, you won't see any errors in the source URL field. Type a short description so that you can remember later what the snapshot contains. This is more important for subsequent snapshots to enable you to track the changes you made.
Step 3: Take a snapshot
Once you hit the Take snapshot button, you'll see the creation process running:
You'll see its status change once it's completed creating:
If you take another snapshot later (eg when you've made changes to the source site which now need to be included in the template) you'll see that that latest snapshot is always the active one.
As soon as a template has at least one snapshot, it can be used as the base for a provisioning pipeline with governance rules.
Learn how to disable standard Team and SharePoint site creation for end-users when switching to request and creation with pipelines.
Use the default sharing settings feature in SProbot to prevent Microsoft 365 group owners and members from accidentally sharing sensitive information.
Use the guest access lockdown feature in SProbot pipelines to prevent external users from being added to teams.