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Workflow recipes are pre-built automation templates that cover the most common business automation scenarios. Instead of building a workflow from scratch, you start from a fully structured template and customize it to your brand in minutes. Pre-built recipes also ensure the automation is structured correctly from the start.
Using pre-built workflow recipes article

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Why this matters

Building a workflow from scratch requires knowing what trigger to use, what actions to sequence, how long to wait between follow-ups, and how to handle different scenarios. Recipes take all of that decision-making away. You get a battle-tested structure out of the box — and you only need to fill in your own content.
The Fast 5 Recipe is one of the most impactful automations you can deploy. It automatically engages new leads within 5 minutes of inquiry. Research shows that responding within 5 minutes vs. 30 minutes results in an 80% increase in lead conversion rates.

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How to use pre-built workflow recipes

1

Navigate to Workflows

Go to Automation > Workflows in the HoopAI Platform.
Workflow automation navigation
2

Browse the recipe library

Click New Workflow and look for the Recipes tab or the Start From Recipe option. Browse the available recipe categories — common options include lead follow-up, appointment booking, review requests, missed call sequences, and more.
Workflow recipe library
3

Select a recipe

Choose the recipe that best matches what you want to automate. Click on it to preview the trigger, actions, and sequence structure before importing it.
4

Import the recipe

Click Use This Recipe or Import. The workflow is copied into your account as a draft, ready for customization.
5

Customize the recipe

Review and update each action step with your specific content:
  • Replace placeholder message text with your brand voice
  • Update email sender names and from addresses to match your dedicated domain
  • Adjust wait step durations based on your follow-up timing preferences
  • Add or remove steps as needed for your specific use case
Focus your customization on the message content. The structure — trigger, wait steps, sequence logic — is already optimized. The most important change is making the messaging sound like your brand, not a generic template.
6

Configure the trigger

Confirm that the trigger is set correctly for your use case. Add any filters needed to ensure the workflow only fires for the right contacts.
7

Publish the workflow

Once customized, toggle the workflow to Published. Test it using a test contact to confirm everything fires as expected before going live.
Publishing a workflow recipe

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Key points

The Fast 5 recipe fires a rapid sequence of follow-up messages within 5 minutes of a new lead submitting a form or making contact. Studies show businesses that respond within 5 minutes are 80% more likely to convert compared to those that respond 30 minutes later.
Starting from a recipe is significantly faster than building from scratch. The structure — trigger, wait steps, message sequence, branching logic — is already in place. You only need to customize the content and settings.
Once you customize a recipe, you can save it as a template for future use. This is useful if you want to replicate a proven automation across different campaigns or if you manage multiple accounts.

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Key benefits

Launch a fully functioning automation in minutes instead of hours.
Pre-formatted recipes are structured correctly, minimizing setup errors.
The Fast 5 recipe is based on research showing an 80% increase in lead conversion with fast response times.
Using standard recipes ensures your automation processes are uniform across campaigns.
Eliminate repetitive build work by starting from a proven template every time.
Last modified on March 8, 2026