Auto AppyFor everyone3 min read
Templates
You don’t have to start from a blank canvas. Auto Appy offers two kinds of head start.
The Automation Templates gallery
Section titled “The Automation Templates gallery”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- Search, or pick a category on the left. Sort by Most Popular or by name.
- Click View Details to see the steps, or Use Template to copy it.
- If you’re not signed in, Auto Appy asks you to sign in first.
- The copy opens in your workflow editor as your own workflow. Connect your accounts on each step, capture or test, and set it Live.
Starter jobs on New agent
Section titled “Starter jobs on New agent”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.
