The template library

Written By Timothy Murenzi

Templates are ready-made automations built for design studios. They're the fastest way to start.

Use a template

On the Automations page, click + New automation.
Browse the list on the left of Start a new automation. Click any template to preview its trigger and steps on the right.
Click Use this template. It opens in the builder, Paused.
Set the recipients, put the email in your own words, adjust timings, then Save, test and switch it on.

Category	Templates
Automated outreach	Overdue invoice reminder · Estimate follow-up · Unsigned contract reminder · Thank-you after payment
Task creation	Project kickoff checklist · Estimate approved → start the project · Product approved → create order task
Claim windows	Claim window running out · Inspect the moment it arrives · Final call — window closing
Shipments & lead time	Silent shipment alert · Silent shipment → chase the vendor · Lead-time drift alert · Major slip → re-plan the schedule
Vendor reliability	Received → receive, inspect & log · Chronic late vendor → review & buffer · On-time delivery → note the win
Install confidence	Install confidence dropped · Confidence below 60 → expedite at-risk items · Critical (below 40) → escalate & re-plan
Budget thresholds	Scope creep alert (change orders vs budget) · Change orders 20% → paper it now · Allowance overrun alert · Allowance 50% over → prep the client talk
Client cascades	Delivery slipped → review the client update · Install at risk → review the whole cascade · Scope over budget → review the change-order cascade
Lead pipeline	New lead welcome + follow-up · Stale lead nudge · Lead won → start onboarding

Templates teach the patterns. Even if you prefer to build your own, open a few to see how delays, conditions and reminder loops fit together.

Was this helpful?

Still need help? Ask the team