14 premade automation templates
Five one-click starters covering the most common automation patterns.
FlowMaticX ships 14 curated workflow templates accessible from the Use Template button on /automations. Each loads a complete wired-up graph — customise the placeholder values (mailbox ID, API keys, phone numbers) in the node config panel before toggling the automation Active.
Trigger: lead.created
Flow: Trigger → Wait 5min → Send email
A warm intro email shipped 5 minutes after a lead enters the CRM. Gives the lead time to browse your site first so the email feels timely rather than instant.
Trigger: email.replied
Flow: Trigger → AI generate text → Send email → Move pipeline (REPLIED)
Automatically drafts and sends a personalised reply when a prospect responds to your outreach. The AI references the original email body and proposes a discovery call.
Trigger: email.replied
Flow: Trigger → Post to Slack
Instant Slack ping when anyone replies to a sequence — your sales team never misses a hot lead again.
Trigger: monitor.down
Flow: Trigger → Post to Slack (parallel) → Send email
When a monitored site goes DOWN, fan out to Slack and ops email simultaneously.
Trigger: audit.completed
Flow: Trigger → If (score < 70) → Enrol in sequence / Add note
Automatically enrol low-scoring leads in a discovery sequence. High scorers get a note for manual review.
Trigger: whatsapp.received
Flow: Trigger → WA classify intent → branch to (menu / hours / booking / AI reply)
Simple restaurant bot that identifies what the customer wants and sends the right response. Works within business hours.
Trigger: whatsapp.received
Flow: 16-node flow handling text, voice notes, and images
The most complete template. Handles:
- Voice notes → transcribed to text
- Images → described by AI
- Menu requests → lookup table
- AI reply with conversation context
- Response sent as both voice + text
The wa-restaurant-full template — deploy this for a restaurant, café, or food delivery business.
Trigger: whatsapp.received
Books appointments for salons, spas, and beauty businesses. Shows service menu, asks for preferred time, confirms booking via WhatsApp.
Trigger: whatsapp.received
Sends brochures, schedules test drives, captures lead details, and escalates to a human for serious buyers.
Trigger: whatsapp.received
Answers FAQs (treatments, prices, NHS/private), books consultations, handles emergencies by routing to the human handoff node.
Trigger: whatsapp.received
Qualifies buyers/renters with budget and bedroom preference questions, then sends matching listings from a lookup table.
Trigger: whatsapp.received
Customer sends their order number → HTTP request to your backend → returns tracking status → replies in WhatsApp.
Trigger: whatsapp.received
Detects language (Arabic / French / Spanish / English), translates the message, generates a reply in the same language, and sends it back.
Trigger: whatsapp.received
Runs a multi-step qualification conversation (budget, timeline, company size), scores the lead, and either books a call or sends nurture content.
---
- Build and test your automation in the visual builder
- Open a GitHub PR adding your template to
lib/automation/templates.ts - Use the existing templates as a reference for the nodes/edges JSON format
- We review and merge community templates weekly — your template will appear for all users
The upcoming public template gallery at /templates will let you browse, preview, and install community workflows without writing any JSON.