Get More Out Of - Automation Templates

You're paying for powerful tools. Templates help you actually use them.

Industry specialists have already built the workflows you need—client intake, compliance documentation, lead routing, project tracking. Instead of starting from scratch, you can deploy proven automations in days.

Here are the top template resources for some of the key industries we build automations for:

Table of Contents

E-commerce & Retail

  • Shopify Flow offers pre-built workflow templates for inventory alerts, order tagging, customer segmentation, fraud flagging, and loyalty program automation—no coding required.

  • Klaviyo provides 100+ email/SMS automation templates for abandoned cart recovery, post-purchase sequences, win-back campaigns, and browse abandonment flows with built-in A/B testing.

  • Airbyte + dbt packages deliver pre-built data models for Shopify, Stripe, and Google Analytics that transform raw e-commerce data into analytics-ready datasets for revenue attribution.

Financial Services & Insurance

  • AgentFlow offers prebuilt templates for risk scoring, KYC, AML, and audit documentation—purpose-built for regulatory compliance that can save quarters of implementation time.

  • Workato provides recipes for claims processing, fraud detection workflows, and automated compliance reporting with native connectors to Salesforce Financial Services Cloud and banking core systems.

  • LogicGate delivers customizable templates for PCI DSS, SOX, and GDPR frameworks with automated audit trails and risk-adjusted reporting dashboards.

GTM: Marketing & Sales

  • HubSpot's Go-To-Market Kit includes nine templates—SWOT Analysis, Product Pricing Calculator, GTM Metrics Dashboard, ICP Template, and Sales Plan—battle-tested from HubSpot's own product launches.

  • Notion Marketplace offers B2B SaaS playbook templates for product launches, sprint planning, feature prioritization, and customer feedback loops used by teams at companies like Figma and Linear.

  • AriseGTM's ARISE OS deploys a complete RevOps system for HubSpot teams—pre-built pipelines, lifecycle workflows, lead scoring, and forecasting dashboards delivered in under 10 days.

Healthcare (HIPAA-Compliant)

  • Keragon offers 300+ pre-built healthcare integrations covering leading EHRs (athenaOne, DrChrono) with templates that sync intake forms, automate appointment reminders, and route referrals—all HIPAA-compliant.

  • Workato hosts a dedicated healthcare hub with recipes for patient-intake triage, claims status checks, and pharmacy fulfillment, plus native HL7 connectors for clinical data exchange.

  • IntakeQ provides customizable HIPAA-compliant intake forms with drag-and-drop builders, conditional logic, and specialty-specific templates from medical histories to behavioral health assessments.

Manufacturing & Industrial

  • SweetProcess offers manufacturing SOP templates for equipment operation, quality control checklists, safety protocols, and production line procedures—with AI-assisted generation based on industry standards.

  • Procore provides workflow templates for preconstruction, RFI processes, submittals, change orders, quality control, and safety management with 500+ integrations to Autodesk, Sage, and Oracle.

  • Monday.com includes templates for production scheduling, equipment maintenance tracking, supplier management, and shop floor task assignment with real-time status dashboards.

Professional Services & Consulting

  • Clio provides 65+ free legal templates including NDAs, settlement agreements, client intake forms, and matter templates by practice area—plus document automation that converts Word docs into reusable fillable templates.

  • Process Street offers 50+ SOP templates for consulting firms covering client onboarding, project delivery, quality assurance, and knowledge transfer workflows aligned with ISO standards.

  • HubSpot Service Hub includes templates for client project tracking, retainer management, time-to-value reporting, and automated client communication sequences.

Real Estate & Property Services

  • Follow Up Boss connects directly with Zillow, Realtor.com, and Facebook Ads: once a lead lands, the system automatically triggers pre-built drip campaigns, assigns agents, and tracks engagement.

  • kvCORE offers AI-driven smart campaign templates including email, SMS, and voice call follow-ups with behavioral triggers that customize responses based on lead activity and property interest.

  • Buildertrend provides residential construction teams with templates for bids, estimates, scheduling, change orders, and homeowner communication portals.

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