Template Nodes
Template nodes create content — emails, SMS messages, forms, PDFs, and more. They support dynamic variables using {{variable.name}} syntax, so your content automatically includes data from the workflow. There are 12 template nodes in total.
Icon: Mail
Create and send an email from a template. Supports rich HTML content, dynamic variables, and call-to-action buttons.
Inputs: data-in (recipient and content data)
Outputs: data-out (sent email details), error (if sending failed)
Config:
- To: Recipient email (can be dynamic, e.g.,
{{customer.email}}) - Subject: Email subject line
- Preheader: Preview text shown in email clients
- Body: Rich HTML email content
- CTA: Optional call-to-action button with link
Example: Send a booking confirmation email with the customer's name, service date, and a "View Booking" button.
SMS
Icon: MessageSquare
Send an SMS text message from a template. Keep messages short and include essential info.
Inputs: data-in (recipient and content data)
Outputs: data-out (sent message details), error (if sending failed)
Config:
- To: Phone number (can be dynamic, e.g.,
{{customer.phone}}) - Body: Message text (160-character segments)
Example: Send a same-day reminder: "Hi {{customer.firstName}}, your cleaning is scheduled for today at {{booking.time}}."
Push Notification
Icon: Bell
Send a push notification to a user's device. Short, attention-grabbing messages with optional action buttons.
Inputs: data-in (recipient and content data)
Outputs: data-out (notification details)
Config:
- Title: Notification title
- Body: Notification message
- Action: Optional deep link when tapped
- Icon: Notification icon
Example: Notify a field worker that a new job has been assigned to them.
Form
Icon: ClipboardList
Create a form for capturing user input. Define fields, validation rules, and layout.
Inputs: data-in (pre-fill data)
Outputs: data-out (submitted form data)
Config:
- Fields: List of form fields (text, email, phone, select, checkbox, etc.)
- Validation: Required fields, format rules
- Submit label: Text on the submit button
Example: Create a customer intake form that collects name, email, address, and preferred service time.
Checklist
Icon: CheckSquare
Generate a task checklist from workflow data. Each item has a title, description, and completion status.
Inputs: data-in (checklist items or template data)
Outputs: data-out (checklist with items)
Config:
- Title: Checklist name
- Items: Static items or dynamic items from data
- Assignee: Who is responsible for the checklist
Example: Generate a pre-job checklist for a cleaning crew: "Check supplies, confirm access code, review special instructions."
Contract
Icon: FileSignature
Generate a service agreement or contract from a template. Includes dynamic fields and signature areas.
Inputs: data-in (contract details)
Outputs: data-out (generated contract)
Config:
- Template: Contract template with variable placeholders
- Parties: Who is signing (names, titles)
- Signature fields: Where signatures should appear
- Terms: Contract terms and conditions
Example: Generate a service contract with the customer's name, service description, pricing, and signature fields.
Icon: FileDown
Generate a PDF document from workflow data. Useful for invoices, reports, receipts, and other printable documents.
Inputs: data-in (document data)
Outputs: data-out (PDF file reference)
Config:
- Template: PDF layout template
- Data mapping: How workflow data maps to the template fields
- Page size: Letter, A4, etc.
Example: Generate a PDF invoice with line items, totals, and company branding.
Landing Page
Icon: Globe
Define a landing page's content and structure for deployment. Build marketing pages, thank-you pages, or custom portals.
Inputs: data-in (page content data)
Outputs: data-out (page definition)
Config:
- Title: Page title
- Sections: Hero, features, CTA, testimonials, etc.
- SEO: Meta title, description, and keywords
- URL: Target deployment path
Example: Create a seasonal promotion landing page with a hero banner, pricing section, and booking CTA.
Blog Post
Icon: PenTool
Generate blog post content for the Otesse marketing site. Includes SEO fields, categories, and publishing options.
Inputs: data-in (post topic and data)
Outputs: data-out (blog post content)
Config:
- Title: Post title
- Content: Post body (markdown)
- Category: Blog category
- Author: Post author
- SEO: Meta title, description, keywords
Example: Generate a blog post about seasonal lawn care tips, complete with SEO metadata.
Review Request
Icon: Star
Request customer feedback after a service is completed. Supports multiple channels — email, SMS, and push notification.
Inputs: data-in (customer and booking data)
Outputs: data-out (review request details)
Config:
- Channels: Which channels to send via (email, SMS, push)
- Rating scale: Star rating range
- Custom questions: Optional follow-up questions
- Delay: How long after service to send the request
Example: 24 hours after a cleaning is completed, send a review request via email and SMS.
Chat Response
Icon: MessageSquareReply
Send a response back to a chat user. Supports plain text, rich cards, quick-reply buttons, and carousels.
Inputs: data-in (response content)
Outputs: data-out (sent response details)
Config:
- Type: Text, rich card, quick replies, or carousel
- Content: Response content
- Quick replies: Optional quick-reply button labels
- Actions: Optional action buttons with links
Example: After looking up a booking, send a rich card showing the booking date, time, service, and a "Reschedule" button.
Message Format
Icon: LayoutList
Format data into a structured message for use in chat responses, emails, or notifications. Supports text, markdown, rich cards, lists, tables, and receipts.
Inputs: data-in (raw data to format)
Outputs: data-out (formatted message)
Config:
- Format: Text, markdown, rich card, list, table, or receipt
- Template: How to arrange the data in the chosen format
Example: Format an order summary as a receipt with line items, subtotal, tax, and total.
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