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Workflow recipes are pre-designed automation templates that give you a working starting point for common business scenarios. Rather than building every step from scratch, you can select a recipe, customize it to fit your brand and goals, and publish it in minutes.

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Accessing recipes

1

Open workflow creation

Go to Automation > Workflows and click + Create Workflow.
2

Select from template

Choose Select a Recipe from the options. Browse the available recipes by category.
3

Preview and select

Click any recipe to load a preview. If it suits your needs, click Choose this template to load it into the builder.
4

Customize

Modify the pre-built steps — adjust messages, add conditions, change timing, or add new actions — to match your specific requirements.
5

Save and publish

Click Save, then toggle the workflow from Draft to Published to activate it.
Automatically sends a booking link to new leads and follows up with a confirmation message once an appointment is scheduled. Ideal for service businesses, consultants, and clinics that rely on appointments.
Sends an automated SMS to anyone who calls and doesn’t get through. Keeps leads warm by responding instantly even when your team is unavailable. One of the most popular automations for service providers.
A high-intensity lead nurture workflow designed to engage new leads within the first five minutes of entering your system. Uses a rapid sequence of touches (SMS, email, calls) to maximize response rates while interest is highest.
Sends a personalized greeting — and optionally a special offer — on a contact’s birthday. Builds customer loyalty with a personal touch, automated.
A time-based series of emails designed to educate and nurture leads over days or weeks. Ideal for onboarding new contacts, promoting a course, or warming up cold leads.
Sends a review request to customers after a purchase or service is completed. Automates your reputation management by consistently asking happy customers to leave a review.

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Customizing a recipe

Recipes are fully editable — think of them as a solid first draft. After loading a recipe into the builder:
  • Adjust messages to match your brand voice
  • Update timing on wait steps to fit your sales cycle
  • Add or remove branches in If/Else actions
  • Swap calendars in appointment booking steps
  • Add additional triggers if more than one event should start the workflow
You can also combine elements from multiple recipes by duplicating a recipe workflow and manually copying actions between them using the clipboard icon on any action module.

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Troubleshooting recipes

Recipe not triggering: Check that the initial trigger is correctly configured and matches an actual event in your account (e.g., the correct form, tag, or pipeline stage). Wrong messages going to the wrong segments: Review your If/Else conditions to make sure each branch routes contacts correctly. Q: Can I use a recipe as a base and still add custom actions? Yes — recipes are just starting points. After loading one, you have full control to add, remove, or rearrange any step. Q: Can I create my own recipes/templates? Workflows can be duplicated and reused, but there is no way to save a custom workflow as an official recipe template. Duplicate a well-built workflow to reuse it instead.
Last modified on March 4, 2026