All functions
Build & enablement · Workflow templates & training
Start from a proven blueprint instead of a blank canvas.
Ready-made workflow blueprints with setup checklists your team can follow.
The problem it solves
Teams want to automate on their own but don’t know where to start or what to configure.
- Business owners
- Internal automation teams
What it does
- Downloadable workflow blueprints
- Step-by-step configuration checklists
- Optional training sessions (quoted separately)
Example workflow
- IntakePick template
- ProcessingReview blueprint
- ReviewConfigure
- OutputChecklist
Try it
Simulated demoSample data only. Nothing is sent or booked.
Sample template
Template: "Website lead → CRM → follow-up email"
- Template selected
- Blueprint shows 3 steps and 2 connections
- Configuration fields listed
- Setup checklist generated
ChecklistExample output
Run the demo to see the work product.
What we'll need from you
- A clear description of who will use it and the main job it must do
- Access to any systems or data it needs to connect to
- Time with the people who will use it, to test the first version
Pricing
Standard package
Indicative- Setup
- From $29 per template
- Monthly
- Training/support quoted separately
The starting price covers the standard package. Larger deployments with multiple locations, higher usage, additional integrations, or connected business systems are quoted individually.
All prices in USD, indicative and subject to review. Usage, third-party licenses, and advertising spend are additional unless your proposal includes them.