7 templates • 3 AI-powered • Ready to deploy

Workflow Templates

Pick a template. Customize it. Go live in minutes. These run 24/7 on durable infrastructure.

AI-Powered Templates

Our flagship templates. Each combines multiple AI nodes with logic, data operations, and email.

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AI Customer Support Agent

Webhook receives support message → AI Classify (billing/technical/urgent/general) → Switch routes to right handler → AI Generate personalized response → Send Email. 24/7 auto-support.

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AI Lead Qualification Pipeline

Webhook receives lead → AI Extract (company, budget, timeline) → AI Classify (hot/warm/cold) → If hot: Create Opportunity + AI Generate intro email → If warm: Nurture sequence with delay.

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AI Document Processor

Webhook receives document → AI Extract (vendor, amount, line items) → AI Classify (invoice/receipt/contract) → Switch: Create Purchase Invoice OR Create Expense OR AI Summarize key terms for legal.

Starter Templates

Simple automations to get started. No AI required — just triggers, data, and actions.

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Simple Lead Follow-up

New lead created → Send welcome email with personalized content. Simple but effective first automation.

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Webhook to Document

Receive external webhook → Map data fields → Create Frappe document. Connect any external system to ERPNext.

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Scheduled Report

Run daily at 9 AM → Query draft sales orders → Check if results exist → Email report to manager.

Approval Workflow

Manual trigger → Notify approver via desk notification → Wait for response. Simple document approval flow.

More Workflows You Can Build

Combine any of our 23+ nodes to automate virtually any business process.

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Daily Business Report

Schedule → query sales + tickets + payments → AI Summarize (executive style) → email to owner. Start every day informed.

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Employee Onboarding

New employee → AI Generate welcome email → send → delay 1 day → create IT setup task → delay 7 days → AI Generate check-in email.

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Social Media Pipeline

Manual trigger with topic → AI Generate LinkedIn post → AI Generate Twitter thread → AI Generate Instagram caption → HTTP post to scheduler.

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Inventory Alert & Reorder

Schedule every 6h → list low-stock items → loop: get supplier + AI Generate PO email + send → AI Summarize all reorders for manager.

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Churn Prevention

Weekly schedule → list inactive customers → loop: AI Classify churn risk → if high: AI Generate win-back offer → send email.

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Invoice Processing

Webhook (document uploaded) → AI Extract vendor + amount + items → AI Classify type → create Purchase Invoice or Expense Entry automatically.

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