Workflow Templates
Steal these workflows.
Make them yours.
Real workflows from real teams. Pick one, plug in your systems, and you're live.
From Template to Production
Template
Pick a pattern
Customize
Connect your systems
Deploy
Live in minutes
Pick a starting point. Every team, every process, ready to go.
Smart Expense Approval
Approve routine expenses instantly with rules, use Claude only to read messy submissions, and send the rest to a human.
Website & API Uptime Monitor
Check that a site or API is up on a schedule, and get a Slack alert the moment it goes down, slows, or comes back.
Import Data from PostgreSQL into Google Sheets
Pull rows from a PostgreSQL table and drop them straight into a Google Sheet on a schedule.
SaaS Trial Onboarding
Five emails over fourteen days, with an upgrade check before every send.
AI Customer Feedback Handling
Read every review the moment it comes in, log it, and alert your team when something needs attention.
Magento Abandoned Cart Recovery
One reminder, sent only if they actually need one.
Salesforce Lead Creation from Engagement Score
When a contact gets hot, create the lead only if one does not already exist.
Signup Lead Enrichment, Classification & Routing
Know which signups matter and alert your team before you've had a chance to check your inbox.
5-Day Evergreen Email Funnel
Five emails over five days, sent one per day, with every send logged to a tracker sheet.
Webinar Reminder Series
Five reminders, timed to the webinar date, whether someone registered a month out or the morning of.
Welcome Coupon Campaign
Give every new customer a unique discount code and follow up only if they have not redeemed it.