The template library

Written By Timothy Murenzi

Templates are pre-built automations for the most common studio workflows, organized by category. They're the fastest way to start.

How to use one:

  1. From your Automations list, open Templates.

  2. Browse the categories (client communication, project kickoff, invoicing & payments, contracts, leads, procurement, and more).

  3. Pick one, and it opens in the builder pre-filled.

  4. Personalize it — set the recipient, edit the message in your voice, adjust timings — then save and enable.

A template is a draft until you enable it. Treat it like Walter's output: review, tweak, test, turn on.

Tip — templates teach you the patterns. Even if you plan to build your own, open a few templates to see how experienced studios structure delays, conditions, and reminder loops. You'll pick up ideas you can reuse.