Falaah Falaah AI

Workflow Templates

Start from a pre-built workflow template instead of building from scratch. Browse the catalog, customize for your organization, and activate in minutes.

Workflow templates are ready-to-use automation blueprints covering common business processes. Start from a template instead of building from scratch — customize the steps, conditions, and actions to fit your organization, then activate.

Browsing Templates

Navigate to Workflows → Catalog to see all available templates organized by category:

Category Examples
Finance Invoice approval, Bill payment reminder, Expense report review
HR New employee onboarding, Certification expiry alert, Offboarding checklist
Compliance Policy acknowledgment campaign, Incident escalation, Audit checklist
Vendors New vendor onboarding, Vendor re-verification, 1099 collection
Nonprofits Donation thank-you sequence, Grant application review, Volunteer onboarding
Documents Contract renewal reminder, Document expiry alert, Signature request follow-up
Communications Welcome sequence, Meeting follow-up, Support ticket escalation

Using a Template

  1. Browse to Workflows → Catalog
  2. Click a template card to preview its steps
  3. Click Use Template
  4. The template opens in the workflow builder — pre-populated with steps and logic you can customize
  5. Adjust the trigger, conditions, and action steps as needed
  6. Click Activate when ready

Customizing a Template

All template fields are editable:

  • Trigger — change when the workflow fires (e.g., switch from “Invoice created” to “Invoice approved”)
  • Conditions — add filters (e.g., “only for vendors in the Food category”)
  • Steps — add, remove, or reorder actions
  • Notification recipients — change who is notified and how (email, Slack, in-app)
  • Delays — adjust wait-period durations between steps

Templates are starting points, not constraints. The resulting workflow is fully yours to edit after instantiation.

Saving Custom Templates

If you’ve built a workflow you want to reuse or share across your team:

  1. Open an existing workflow
  2. Click ⋮ → Save as Template
  3. Give it a name, description, and category
  4. Choose Private (only you) or Shared (all users in your organization)

Shared templates appear in the Catalog under the category you selected.

Template Updates

When a built-in template is updated (new steps, fixed logic), existing workflows based on that template are not automatically updated — they continue as-is. You’ll see a notification in the Catalog indicating that an updated version is available, with a diff view showing what changed.

Next Steps