Templates
Automation Templates
Pre-built automations you browse and set up through a guided wizard, running on a schedule, a trigger, or on demand.
An automation template is like a ready-made assembly line — the stations are already in place and in the right order, so you just switch it on and feed in your own work. Instead of wiring up a multi-step automation from scratch, you start with one that's already built for a specific job.
Why it matters
Automations chain several steps — and often several agents — into one process that runs without you. Designing that from a blank page means deciding every step, every trigger, and every hand-off. An automation template gives you a working version to start from: lead qualification, content generation, data processing, and more come pre-assembled.
What's in an automation template
Open Templates and choose Browse Workflows, then open one to see its detail page. It shows:
| Section | What it tells you |
|---|---|
| Description and use cases | What the automation does and when to use it |
| Trigger type | How it starts — on a schedule, from a trigger (an outside event), or manually when you choose |
| Agents in this workflow | The agents that do the work, each with its own role |
| Setup time and difficulty | How much effort to expect |
Setting one up
Click Start Setup to begin the guided wizard:
| Step | What you do |
|---|---|
| Trigger | Choose how the automation runs — set a schedule, set up a trigger, or leave it manual |
| Agents | Configure each agent in the automation with your details and connections |
| Review | Confirm everything before it's created |
When the wizard finishes, you have a working automation in your account. You can run it, watch its results, and adjust it like any other automation.
What's next
- Choosing a trigger — schedules, events, and manual runs explained
- Building on the canvas — adjust your new automation step by step