Start an Automation from a Workflow Template

Instead of wiring up triggers and actions from scratch, pick a workflow template built around a common goal such as lead nurture or onboarding, then adjust it to your business.

Benefits

• Launch automations in minutes.
• Learn good structure by studying the steps.
• Everything stays editable after you load it.
• Your existing workflows are not affected.

Load a Template

1. In the left menu click Automation.
2. Open the Workflows tab.
3. Click Create Workflow.
4. Choose Select from Template.
5. Narrow the list with the Filters panel (for example Lead Nurture or Onboarding), search by keyword, or sort by popularity.
6. Hover a card for a quick summary, then click the eye icon or the card to open the preview.
7. Read About this Template and any Prerequisites (such as a connected calendar or payment provider).
8. Review the full trigger-and-action map.
9. Click Continue to open it in the workflow editor.

Make It Yours

• Edit triggers, actions, delays, and conditions.
• Rewrite messages in your own voice and swap in your Custom Values.
• Test with a sample contact or tag in draft mode before turning it on.
• Save and publish when satisfied.

Starting Over

If you want to undo your changes entirely, load the original template again.

Good to know: Fulfil the template's prerequisites first, or some actions will show errors until the connected tool is set up.