Organize and collaborate

Templates

Start from a ready-made workflow and finish the setup steps.

Templates are ready-made workflows you can copy into your organization and adapt.

Use a template

  1. Open Templates in the sidebar (or AI templates in the AI section of the node list).
  2. Browse by category (AI, sales and commerce, email and messaging, productivity, operations) and open one to see its steps.

The template gallery with category filters and template cards

The template gallery: filter by category or search, then open a template to see its steps.

  1. Click Use template. A new workflow is created with fresh copies of the nodes.
  2. Follow the After you use it steps: choose credentials, fill in IDs and adjust messages. If you have exactly one credential that fits a node, it's chosen for you.
  3. Test it, then activate it.

A template preview listing its steps and the setup to do after using it

A template shows its steps and what to set up; Use template* copies it into your organization.*

Some templates

  • WhatsApp shop assistant (AI): answers product and price questions in Swahili or English.
  • Take payments on WhatsApp with mobile money: a customer writes "LIPA 25000", gets a PIN prompt and a confirmation.
  • AI chat assistant with memory and Answer questions from your documents.
  • Daily sales summary to Telegram, Low stock alert, Expense approval by Telegram.
  • AI videos with VEO 3, posted to TikTok.

Templates never contain credentials, and changing your copy doesn't affect the template.

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