Automations, flows and AI

Start from a ready-made automation template

Use one of the quick-start templates, such as Welcome Message, Out of Office or Lead Qualifier, and adjust it instead of building from scratch.

  • 1 min read
  • beginner
  • Checked 5 October 2026

Steps

  1. Open Automations (1). Under Quick-start templates (2) you will see ready-made ideas such as Welcome Message (3), Out of Office, Lead Qualifier and Follow-up Reminder. Templates marked DRIP send a series of messages over time, for example Welcome Series, Follow-Up Chain, Re-engagement, Post-Purchase Thank You and Event Reminder.

    The quick-start templates with Quick-start templates marked 2 and Welcome Message marked 3

  2. Click a template. The builder opens with the trigger and steps already filled in, for example First Message from Contact (1) followed by Send Message (2).

    A template opened in the builder with the trigger marked 1 and the action marked 2

  3. Click each step and change the wording to match your business. Give the automation a name, switch Active on, and save.

    The builder's top bar with the name, Active switch and Save Draft marked 1, 2 and 3

Frequently asked questions

Can I edit a template after I start from it?

Yes. It is a copy, so changing it does not affect anything else.

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