Use Templates

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Agent Workflow Templates

Kickstart your automation with ready-made agent workflows. These templates are designed to help you get up and running fast — no need to build everything from scratch.

You can use them as-is or customize them to fit your exact needs.

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How to Use a Template

1. Browse Templates
   Head to the Templates tab in the dashboard to see all available agent workflow templates.
2. Pick One That Fits
   Choose a template based on what you’re trying to automate — whether it’s lead research, reporting, content creation, or more.
3. Make It Your Own
   • Edit the workflow name and description
   • Add or remove steps (triggers, agents, tools, or integrations)
   • Customize each agent’s instructions or behavior
4. Save and Run
   Once it looks good, hit Save — then Run the workflow and see it in action.
5. Tweak Anytime
   You can update or build on the workflow at any time. Templates are just the starting point.

Try a Workflow Template!