Starter templates
A template is a ready-made automation. Click Add, choose Start from a template, and the builder opens with the steps in place. Nothing is saved until you save it, and it starts switched off, so you can change the wording first.
There are 12 templates. Each one works for any business as it stands: none names a particular person or record.
Sales
Follow up every new lead
Tells the team when a lead comes in and gives its owner a task to call within a day.
| Starts when | Lead created |
| Step 1 | Send notification: New lead: {{leadname}} |
| Step 2 | Create task: Call {{leadname}} |
Win back a lead that has gone quiet
Emails a lead nobody has contacted for a while and reminds its owner to follow up.
| Starts when | Lead is idle |
| Step 1 | Email the contact: Still interested? |
| Step 2 | Create task: Follow up with {{leadname}} |
Celebrate a won deal, then check in
Celebrates with the team when a deal is won and, three days later, reminds the owner to check in with the customer.
| Starts when | Deal won |
| Step 1 | Celebrate: Deal won: {{dealname}} |
| Step 2 | Wait 3 days |
| Step 3 | Create task: Check in on {{dealname}} |
Money
Chase an overdue invoice
Flags an invoice the day it goes overdue and creates a task to chase the payment.
| Starts when | Invoice is overdue |
| Step 1 | Send notification: Invoice {{invoiceno}} is overdue |
| Step 2 | Create task: Chase invoice {{invoiceno}} |
Know the moment you get paid
Notifies the team each time a payment comes in, with the amount and how it was paid.
| Starts when | Payment received |
| Step 1 | Send notification: Payment received: {{currency}} {{amount}} |
Follow up a failed payment
Creates a task to contact the customer whenever a payment does not go through.
| Starts when | Payment failed |
| Step 1 | Create task: Payment failed: {{title}} |
Flag a large expense
Alerts the admins when someone records an expense above an amount you choose.
| Starts when | Expense created |
| Step 1 | If / else: Above your limit? |
| Step 2 | Send notification: Large expense: {{title}} |
Operations
Reorder before you run out
Messages your notification contacts when a product hits its reorder point and creates a task to restock.
| Starts when | Stock is low |
| Step 1 | Alert notification contacts: Low stock: {{product}} |
| Step 2 | Create task: Reorder {{product}} |
Get ready for every booking
Tells the team about a new booking and creates a task to confirm it with the customer.
| Starts when | Booking created |
| Step 1 | Send notification: New booking: {{title}} |
| Step 2 | Create task: Confirm booking with {{customername}} |
Start the week with a plan
Every Monday at 09:00, reminds the team to review open deals, overdue invoices and the week's bookings.
| Starts when | On a schedule (0 9 * * 1, Africa/Nairobi) |
| Step 1 | Send notification: Plan the week |
Customers
Reply to every new product review
The AI drafts a reply to each new review, using what you told it about your business, and posts it once you approve.
| Starts when | Product review created |
| Step 1 | AI agent: A customer left a {{stars}}-star review on {{producttitle}}. Review id: {{reviewid}}. Reviewer: {{reviewername}}. Title: {{title}}. Review: {{content}} Write a... |
Reply to new social media comments
The AI drafts a reply to each new comment on your posts and posts it once you approve.
| Starts when | Social comment created |
| Step 1 | AI agent: {{authorname}} commented on the {{platform}} post "{{posttitle}}" ({{accountname}}). Comment id: {{commentid}}. Comment: {{message}} Write a short, friendly pu... |