The templates gallery — proven automations, one click
16 ready-made workflows from simple welcome emails to AI-staffed collections autopilots. Install, customize the placeholders, publish.
The Templates button on the Workflows page opens the gallery. Every template installs as a draft — nothing fires until you review and publish. Most have one or two placeholders to fill (your userId on notification steps, email copy, a booking link); nodes wearing an amber ⚠ badge tell you exactly what’s missing.
Where to start
New lead → welcome email is the classic first automation. Speed-to-lead turns form submissions into AI-scored, instantly-contacted leads. Collections autopilot chases overdue invoices (email → SMS → a human-approval gate) and stands down the moment payment lands. Client onboarding turns a stage-change to CLIENT into a deposit invoice, kickoff tasks, and a welcome email. AI win-back drafts re-engagement emails for stale deals that wait for your approval before sending.
Templates are also the fastest way to learn the builder: install one, open every node, and see how waits, branches, AI steps, and approval gates fit together.