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Auto AppyFor everyone3 min read

Templates

You don’t have to start from a blank canvas. Auto Appy offers two kinds of head start.

A public gallery of complete workflows, grouped by category: Marketing, Sales & CRM, Customer Support, HR, Finance, IT, Projects, E-commerce and more.

Open Automation Templatesautoappy.com/automations
autoappy.com/automations
The Automation Templates gallery with categories on the left and template cards with Use Template and View Details
  1. Search, or pick a category on the left. Sort by Most Popular or by name.
  2. Click View Details to see the steps, or Use Template to copy it.
  3. If you’re not signed in, Auto Appy asks you to sign in first.
  4. The copy opens in your workflow editor as your own workflow. Connect your accounts on each step, capture or test, and set it Live.

Agents → New agent lists common jobs under Start from a job:

Group Jobs
Sales Welcome new leads · Qualify and book meetings · Remind before meetings · Follow up quiet leads · Sort and score new leads
Customer care Answer common questions · Answer from your documents
Tools Turn calls into notes

Picking a job fills in the agent’s name, job and the best build method, and opens the right editor. You then add the steps; the job is a starting point, not a finished workflow.