Workflow Template Library

A public library of workflow template ideas for operations, marketing, customer support, and AI automation teams.

For ready-to-use workflow templates, see Flow Templates.

Template categories

• Lead capture and qualification
• Customer support triage
• Content repurposing
• Meeting follow-up
• Internal approval flows
• AI enrichment and summarization

Template brief format

Workflow name:
Trigger:
Inputs:
Automation steps:
Human review point:
Output:
Success metric:

Example

Workflow name: Inbound lead enrichment
Trigger: New form submission
Inputs: Email, company, request details
Automation steps: Normalize fields, enrich company profile, score intent, route to owner
Human review point: Sales owner checks high-value leads
Output: CRM record with summary and next action
Success metric: Faster first response time

Useful links

• Workflow templates: Flow Templates
• Public docs site for this repo: https://cooldk.github.io/workflow-template-library/