Automation Templates

Instead of building every automation from scratch, you can start from a pre-built template and customize it to fit your workflow.
 
Templates are ready-made automation workflows designed for common use cases. They come with the trigger, actions, conditions, and waits already configured so you can get up and running faster.
How to use a template

1. Go to your Automations page
2. Click Create Automation
3. Choose "Use existing template" (or start from blank if you prefer)
4. Browse the template library
5. Preview any template to see what it does
6. Click "Use Template" to create a new automation based on it

 
Once you use a template, TalleFlow creates a copy of that workflow in your account. You can customize everything: the trigger, actions, conditions, wait times, merge tags, and any other settings.
 
The original template is never changed. Your version is yours to edit however you want.
Browsing and filtering templatesThe template library lets you find the right workflow quickly:
 
Search: Type keywords to find templates by name or description.
 
Filter by category:

• Contact management
• Tasks
• Email
• Notifications
• Data sync
• Workflows
• Integrations

 
Filter by difficulty:

• Beginner: simple workflows with fewer steps, great for getting started
• Intermediate: more steps or conditions, good for established processes
• Advanced: complex workflows with multiple conditions and branching

 
Filter by author: Templates may be created by TalleFlow or by third-party contributors. You can filter by author to see templates from a specific source.
 
Featured workflows: Some templates are highlighted at the top of the library as featured workflows. These are popular, high-value starting points.
What a template includesWhen you preview or use a template, it comes with:

• A pre-configured trigger (what starts the workflow)
• One or more steps (actions, waits, and/or conditions)
• Descriptions explaining what each step does
• A visual preview showing the workflow flow

Customizing a template after you use itAfter you click "Use Template," the automation opens in the builder just like any other workflow. From there you can:

• Change the trigger or add trigger filters
• Edit action settings (email content, task details, document selection, etc.)
• Add, remove, or reorder steps
• Change wait times
• Adjust conditions
• Rename the automation
• Add merge tags to personalize content

 
There is no lock or restriction. Templates are just a starting point.
When to use a template vs. starting from blankUse a template when:

• You want to get a workflow running quickly
• You are new to automations and want to see how they are structured
• The use case matches a common pattern (lead follow-up, onboarding, post-booking, etc.)
• You want inspiration for what is possible

 
Start from blank when:

• Your workflow is unique to your business
• You already know exactly what steps you want
• None of the templates match your use case
• You prefer building from the ground up

Things to keep in mind

• Using a template does not affect any of your existing automations
• Each time you use a template, it creates a new, separate automation
• Templates are not connected to the original. Updates to the template library do not change automations you already created.
• You still need to activate the automation after customizing it. Templates are created in an inactive state so you can review before turning them on.
• Some templates may reference documents, forms, or stages that you need to set up in your account first (the builder will show you what is missing)