Templates

Browse and share pre-built task templates for common automation scenarios

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Automatically categorize incoming emails by type and priority with this template.

Michael Chen
Michael Chen
1245 downloads18 comments432 views3 days ago

A complete workflow for nurturing leads through your sales pipeline with automated follow-ups.

David Rodriguez
David Rodriguez
876 downloads24 comments567 views1 week ago

Track brand mentions and analyze sentiment across multiple social platforms.

Emily Williams
Emily Williams
932 downloads15 comments421 views5 days ago

Schedule meetings with automatic buffer time to prevent back-to-back appointments.

Sarah Johnson
Sarah Johnson
1087 downloads21 comments498 views2 days ago
Project Status Reporter
Project Management

Automatically generate and distribute project status reports to stakeholders.

James Wilson
James Wilson
765 downloads12 comments345 views1 week ago

Sharing Templates

Templates help the community save time and implement best practices. Here's how to share an effective template:

  1. Provide a clear description - Explain what your template does and what problem it solves.
  2. Include setup instructions - Detail any prerequisites or configuration steps needed.
  3. Specify required connections - List which service connections are needed (Gmail, Slack, etc.).
  4. Document customization options - Highlight areas where users can customize the template.
  5. Share use cases - Provide examples of how you've used the template successfully.

If you need help creating or sharing a template, please contact us at tech@wilglobo.com.