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Automation Templates

Start quickly with pre-built templates.

Available Templates​

Lead Management​

  • Lead welcome sequence
  • Lead scoring updates
  • Lead assignment rules
  • Nurture sequences

Email Marketing​

  • Welcome series
  • Re-engagement campaign
  • Newsletter automation
  • Abandoned cart

Sales​

  • Deal follow-up
  • Quote reminders
  • Renewal notifications
  • Upsell triggers

Operations​

  • Invoice reminders
  • Task automation
  • Report scheduling
  • Data cleanup

Using Templates​

  1. Browse templates
  2. Preview workflow
  3. Click Use Template
  4. Customize as needed
  5. Activate

Creating Templates​

Save your workflows as templates:

  1. Build workflow
  2. Click Save as Template
  3. Add description
  4. Share with team (optional)

Next: Triggers →