Templates
Templates are pre-built workflows you can start from. Each one arrives as a complete graph with its blocks, connections and prompts already set, so you can run it and then change it to suit your work.
The Needs column is what a template requires before it will run. Templates that need nothing have no connection to set up and work on the free plan. That is not the same as starting with one click: how a template is started depends on its trigger, which the steps below explain.
Templates
| Template | Category | Description | Needs |
|---|---|---|---|
| Email Classifier | Productivity | Classify incoming emails and send yourself the verdict. | Gmail connection |
| Slack Report Bot | Communication | Ask your knowledge base three questions in parallel, merge the answers, post the report to Slack. | Slack connection, a knowledge collection |
| Customer Support Triage | Support | Triage support requests: urgent goes to a Slack alert, normal goes to an email response. | Slack connection, Gmail connection |
| Custom MCP Tool Call | Integration | Call a tool on a public MCP server and summarise the result. | Pro plan |
| Text Summariser API | AI | POST any text and get a short summary back on the same request. | Nothing |
| Ticket Triage API | Support | POST a support ticket and get back a structured priority, topic and tags. | Nothing |
| Form Triage and Follow-up | Support | Collect a request on a hosted form, size up its urgency and topic at the same time, then hold the run before drafting the reply. | Nothing |
| Conditional Router | Analysis | Route an incoming request down one of two paths and answer accordingly. | Nothing |
| Research Briefing | Analysis | Search your knowledge base from two angles on one topic and merge them into one briefing. | A knowledge collection |
| Daily Digest | Content | On a daily schedule, summarise a topic from your knowledge base. | A knowledge collection |
| Chat Assistant | AI | Answer a chat message using your knowledge and a short reply. | Nothing |
Using a template
- Pick a template from Starter blueprints on the dashboard, or choose Browse all beside it for the full gallery, where you can filter by category
- In the gallery, click a template to open it, read what it does and what it needs, then choose Use this template
- Choose the project it should live in. The new workflow takes the template’s name, which you can change later
- The workflow is created with all its blocks and connections already set, and opens on the canvas
- Connect anything listed under Needs. Click the block that uses it and connect the integration from its config panel
- Customise prompts, models, and settings as needed
- Start it from the toolbar. The control is labelled for the template’s trigger: Run for a manual start, Run now for a schedule, and Test for a webhook or chat. Templates triggered by an incoming email run when that email arrives, and a template with a Form trigger runs when someone submits its page, whose link the trigger block shows once you have saved the workflow
Categories
Each template is tagged with a category, and the gallery has a filter pill for each one:
- Analysis - routing, research and merging findings
- Content - scheduled summaries and digests
- Productivity - inbox and personal-automation workflows
- Communication - reporting and messaging to a channel
- Integration - calling external tools and MCP servers
- AI - direct model endpoints and chat
- Support - customer-facing triage and response
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