Templates
Start from a workflow that already works.
Pick a template for your team, open it in the canvas and connect your apps. Every template runs on your own AI key and validates in the app before you switch it on.
All templates
16 templates
- Sales & CRMAI lead qualification to HubSpotScore every inbound lead with AI, create hot leads in HubSpot and alert sales in Slack within seconds.WebhookHubSpotSlack 1 AI stepSee the template
- SupportSupport ticket triageAI classifies every ticket by category and urgency, pages on-call in Slack for urgent ones and logs the rest to Notion.WebhookSlackNotion 1 AI stepSee the template
- Finance back-officeInvoice extraction and approvalAI extracts invoice data and flags anomalies; large invoices wait for a manager's approval before finance is told to pay.WebhookSlack 1 AI step ApprovalSee the template
- Agencies & client workWeekly client report from Google SheetsEvery Monday, AI turns a client's numbers in Google Sheets into a clear update; the account manager approves it before it's emailed.Google SheetsEmail 1 AI step ApprovalSee the template
- Real estateReal estate inquiry responseReply to every property inquiry in minutes: AI qualifies the lead and drafts a reply, the agent approves it, and it's sent.WebhookSlackEmail 1 AI step ApprovalSee the template
- Legal intakeLaw firm intake organizerOrganize website intake inquiries into a clean summary with parties for conflict checks; staff review before a record is opened.WebhookNotionSlack 1 AI step ApprovalSee the template
- LogisticsShipment exception alertsCatch shipment exceptions and long delays as they happen: alert ops in Slack and send the customer a clear update.WebhookSlackEmail 1 AI stepSee the template
- ReportingWeekly sales KPI report from HubSpotEvery Friday, pull deals from HubSpot, have AI write the pipeline and win summary, and send it to leadership and Slack.HubSpotEmailSlack 1 AI stepSee the template
- Developers & webhooksAI enrichment webhook relayReceive any JSON event, have AI classify it and extract entities into strict JSON, drop spam and forward the rest to your API.WebhookHTTP API 1 AI stepSee the template
- OperationsNew hire onboarding planWhen someone is hired, AI builds a role-specific onboarding plan in Notion and pings IT in Slack with the accounts to set up.WebhookNotionSlack 1 AI stepSee the template
- Sales & CRMClean inbound leads into SalesforceTurn messy inquiries into clean Salesforce leads: AI normalizes names, companies and phone numbers, then the team is pinged.WebhookSalesforceSlack 1 AI stepSee the template
- Sales & CRMSales call follow-up draftsAfter every sales call, AI drafts the recap and next-steps email; the rep approves it and gets it ready to send.WebhookEmail 1 AI step ApprovalSee the template
- SupportAI support reply drafts with approvalAI drafts a reply to every customer question; an agent approves it before it's posted back to your helpdesk.WebhookHTTP API 1 AI step ApprovalSee the template
- Finance back-officeExpense report policy checkAI checks every expense report against your policy; flagged ones go to finance, clean ones go straight to payroll.WebhookEmailHTTP API 1 AI stepSee the template
- Agencies & client workClient intake to Notion briefTurn intake form answers into a structured project brief in Notion, with open questions flagged, and tell the team in Slack.WebhookNotionSlack 1 AI stepSee the template
- OperationsDaily operations digestEach weekday morning, read your ops tracker in Google Sheets and post what's overdue, due today and blocked to Slack.Google SheetsSlack 1 AI stepSee the template
How templates work
Open, connect, dry run, switch on.
Real workflows, not screenshots
Each template is the exact workflow that opens in your canvas, with triggers, AI steps, approvals and outputs already wired.
Your AI key, any provider
AI steps run on your own key with any of 14 providers. You pay your provider directly, at cost.
People stay in control
Most templates that draft messages for customers or clients pause for a human approval first, and you can add an approval to any step.
FAQ
Questions, answered.
What happens when I use a template?
You create a free account (or sign in), and the template opens as a new workflow in your canvas. Connect the apps it uses, fill in the highlighted fields and press Dry Run to watch it work. Switching it on to run live needs a paid plan.
Which AI model do templates use?
Whichever provider you connect. Templates aren't tied to one vendor: AI steps use the default model of the provider you've connected (OpenAI, Anthropic, Google Gemini and 11 more), and you can pick any model per step.
Do templates count toward my plan's workflows?
Yes. A template becomes a normal workflow in your workspace. On the Free plan you can build up to 3 draft workflows from templates and Dry Run them, with no credit card. Running them live needs a paid plan from $39/mo.
Can I change a template?
Completely. It's an ordinary workflow on the canvas: add, remove and rewire steps, edit prompts and change where results go.
Rather start from a blank canvas?
Build and Dry Run on the Free plan, no credit card. Run live on a paid plan, on your own AI key at cost.
Free to explore · No credit card · 30-day money-back guarantee on paid plans