Workflow Templates

Workflow templates give you a pre-built pipeline for common use cases. Instead of wiring up steps from scratch, you start from a working template and customise the parts specific to your situation.

Available templates

Weekly Client Report

Generates and emails a structured weekly report based on your workspace data.

Steps:

1. RAG Query — pulls relevant information from attached documents (project notes, status updates, data sheets)
2. Prompt — formats the retrieved content into a structured report (executive summary, key metrics, actions)
3. Email Send — delivers the finished report to your distribution list

Customise: Update the RAG Query to use your specific document set, adjust the Prompt's report format, and configure the Email Send step with your recipients and subject line.

RFP Responder

Automates the first draft of a response to a Request for Proposal document.

Steps:

1. RAG Query — retrieves relevant company capabilities and case studies from your knowledge base
2. Prompt — drafts an RFP response section by section using the retrieved context and the RFP text
3. Human Input — pauses for a team member to review and approve the draft
4. Email Send — sends the approved draft to the configured recipients

Customise: Point the RAG Query at your capabilities documents, adjust the Prompt to match your company's proposal style.

Lead One-Pager

Generates a one-page brief about a prospect company automatically from their website.

Steps:

1. HTTP Request — fetches the prospect's website or public LinkedIn profile
2. Extract — pulls company name, size, industry, key products, and recent news
3. Prompt — formats the extracted data into a clean one-pager brief
4. Transform — shapes the output into a JSON object for downstream use

Customise: Update the HTTP Request URL to accept a dynamic input variable so you can pass any company URL when triggering the workflow manually.

Creating a workflow from a template

1. Click Workflows → New workflow.
2. In the creation dialog, select one of the three template cards.
3. Give the workflow a name (the template name is pre-filled).
4. Click Create from template.

The workflow builder opens with all steps pre-configured and connected on the canvas.

What to customise first

After creating from a template, the first things to update are usually:

• RAG Query steps — point them at the right documents for your use case
• Email Send steps — enter the correct recipient addresses and subject lines
• HTTP Request steps — update URLs and authentication headers
• Prompt steps — adjust the tone and format to match your brand

Run the workflow manually once to confirm it works end to end before enabling a schedule.