How to Use Automation Templates to Save Time
Start with pre-built automation templates in Local Business Pro instead of building from scratch.
Quick Answer: When creating a new automation, click 'Add New Workflow' and browse the template gallery. Select a template that matches your use case, customize it, and save.
Why Use Templates
Templates provide tested, proven automation workflows that you can customize for your business. They save time and ensure you're following best practices.
Step-by-Step Guide
- Navigate to AI Logic > Agent Automations
- Click Add New Workflow
- Browse the template gallery in the drawer
- Preview templates to understand what they do
- Select a template that matches your needs
- The template loads in the Flow Builder
- Customize the steps for your business (phone numbers, messages, etc.)
- Rename the automation to reflect your use
- Save and Enable
Available Template Types
- Appointment notifications - Alert you when bookings happen
- Follow-up messages - Send thank-you or review requests
- Lead notifications - Alert sales team of hot prospects
- Confirmation messages - Send booking confirmations to customers
Frequently Asked Questions
Q: Can I modify a template after selecting it?
A: Yes, templates are starting points. Customize everything to fit your needs.
Q: Are templates updated over time?
A: New templates are added periodically. Check back for new options.
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Last updated: February 1, 2025