Pre-built Automation Templates

Using Automation Templates

SupaBook includes pre-built automation templates for common workflows.

1. Browse templates

   Go to Tools → Workflows and click 'Templates'

2. Preview template

   Click on any template to see what it does

3. Install template

   Click 'Use Template' to add it to your workflows

4. Customize

   Modify the template to match your specific needs

5. Activate

   Turn on the workflow when ready

Tips

• Templates are great starting points - customize them for your workflow
• Popular templates: Lead follow-up, Invoice reminders, Welcome emails