Workflow Templates
Give users ready-made workflows they can launch without building every automation from scratch. Create reusable templates for common processes while still allowing users to customize each workflow for their own needs.
Help Users Automate Faster
Turn your most common automation use cases into templates that users can activate in minutes. Provide a starting point with triggers, actions, conditions, and other workflow logic already configured.
Provide Ready-Made Workflows
Give users complete workflows for common processes so they can start automating without designing everything themselves.
- Create workflows for common use cases
- Preconfigure triggers and actions
- Reduce workflow setup time
- Help new users get started
Create Industry-Specific Templates
Build templates around the processes your customers actually use rather than offering generic automation recipes.
- Provide relevant starting points
- Create templates by industry
- Support specialized workflows
- Package recommended processes
Build Templates Around Your Product
Create workflows specifically around the events, data, and actions available inside your own application.
- Use native product triggers
- Include product-specific actions
- Preconfigure workflow logic
- Showcase automation possibilities
Standardize Best Practices
Turn recommended processes into reusable templates that customers can adopt across their organizations.
- Define recommended workflows
- Standardize recurring processes
- Reduce configuration mistakes
- Promote operational consistency
Customize Templates Before Launch
Let users modify a template before activating it so they can adapt the workflow to their own requirements.
- Adjust templates before activation
- Change triggers and conditions
- Add or remove actions
- Configure workflow settings
Manage Templates Centrally
Control which templates are available to users and update your template library as your product and customer needs evolve.
- Maintain a curated library
- Add new workflow templates
- Organize templates by category
- Remove outdated templates
Create automations that match your product.
From CRMs to marketplaces to internal tools, Embed Workflow adapts to your frontend and disappears into your brand. The editor fits your UI, your logic, and your users’ expectations.
SaaS Platforms
Let your users create their own automations, including sending reminders, assigning tasks, updating records, and notifying teammates automatically.
eCommerce Order Handling
Let vendors create their own automations, including order alerts, shipping updates, low-stock warnings, and customer messages automatically.
Enterprise Dashboards
Provide per-client branding and logic so each customer can have their own visual identity, rules, and automation behavior within the same shared platform.
Internal Tools
Add embedded automation to your internal systems so teams can define structured rules that trigger follow-up actions, notifications, and task creation directly inside the tools they already use.
CRM Follow-ups
Add built-in automation to your CRM so teams can define structured follow-up rules based on lead status, deal stage, inactivity, or time delays.
How It Works
Set up our white-label workflow software in only a few minutes.
1. Seamless integration
It runs in your UI, under your brand, on your site. Users stay inside your app instead of jumping to external tools.
2. Embed our app with one line of code
Add our workflow builder to your application with a single line of code.
3. Set the available options
Define the actions and triggers your users can access in their workflow automations.
4. Let your users automate!
Your users can create workflows directly in your application by connecting pre-configured actions.
5. Monitor performance
Track workflow executions, performance metrics, and error logs across all users.
FAQs
What is a workflow template?
A workflow template is a preconfigured automation containing triggers, actions, conditions, and other workflow logic that users can use as the starting point for their own workflow.
Can we create our own workflow templates?
Yes. You can create templates specifically around the workflows, integrations, and processes supported by your product.
Can users edit templates?
Yes. Templates can provide the initial workflow structure while allowing users to modify the workflow before or after activating it.
Can templates include multiple workflow steps?
Yes. Templates can contain complete multi-step workflows rather than simply providing a predefined trigger and action.
Can templates use our own application triggers and actions?
Yes. Templates can be built using the custom triggers and actions you expose from your application, allowing them to represent processes specific to your product.
Can we create templates for different customer types?
Yes. You can provide different templates based on industry, use case, customer segment, product functionality, or other categories relevant to your users.
Can templates include conditions and branching logic?
Yes. Templates can include workflow logic such as conditions and branches, allowing you to provide sophisticated automations that users can configure rather than build themselves.