Templates

Templates are pre-built workflows that you can use as starting points. Instead of building from scratch, pick a template that matches your use case and customize it.

Using a Template

1. From the Dashboard, click New Canvas.
2. Instead of starting blank, browse the Templates Gallery.
3. Select a template to preview its steps and description.
4. Click Use Template to create a new canvas pre-populated with the template's steps and connections.
5. Customize the steps to fit your specific needs — change email copy, adjust conditions, update data sources.

Example Templates

• Booking Confirmation Flow — Trigger on new booking, send email confirmation, schedule an SMS reminder 24 hours before the appointment.
• Invoice Overdue Reminder — Check for unpaid invoices, send a reminder email, escalate to admin after 7 days.
• New Customer Welcome — Trigger on new customer, send a welcome email, wait 3 days, send a follow-up with tips.
• Review Request — Trigger on completed job, wait 2 hours, send a review request email with a feedback link.

Saving Your Own Templates

Built a workflow that works well? Save it as a template so you or your team can reuse it:

1. Open the canvas you want to save.
2. Click the Publish as Template option from the canvas menu.
3. Add a name, description, and category.
4. Click Publish. Your template appears in the gallery for future use.

Tips

• Templates are copies — editing a canvas created from a template does not change the original template.
• Use templates to standardize common processes across your team.
• You can update a template by publishing a revised version from an updated canvas.