Workflow Blueprints
Blueprints are pre-built automation recipes. They give you a useful starting point for common workflows, then let you review and adjust the trigger, conditions, timing, and actions before activating the workflow in your workspace.
Use blueprints when you know what outcome you want, but do not want to build the automation from a blank page.
Common Blueprints
| Blueprint | Typical Trigger | Typical Action |
|---|---|---|
| Post-job review request | Deal moves to Completed or Paid | Send a WhatsApp review template |
| Quote follow-up | Deal stays in Quote Sent for a few days | Send a follow-up message or create a task |
| Appointment confirmation | Deal moves to Scheduled | Send confirmation details to the customer |
| Appointment reminder | Appointment is coming up | Send a reminder before the visit |
| Stale deal alert | Deal has not changed for several days | Notify the deal owner |
| Emergency lead notification | New lead is marked urgent | Alert the owner immediately |
| Post-trip review request | Trip is completed | Ask for feedback, review, or referral |
The exact blueprints available depend on your business type and plan.
Installing a Blueprint
- Go to Automations
- Open Blueprints
- Choose a blueprint
- Review what it will create
- Click Use Blueprint
- Confirm the trigger, conditions, actions, and timing
- Save it as a draft or activate it
Blueprints are copied into your workspace as normal workflows. After installation, you can edit, pause, duplicate, or archive them like any other automation.
Blueprints From Business Templates
Some workspaces start with preloaded automation suggestions.
For example, a tour operator workspace may include blueprints for inquiry follow-up, quote follow-up, passport reminders, vendor confirmation follow-up, in-trip escalation, and post-trip review requests. A contractor workspace may include review requests, appointment reminders, quote follow-ups, and stale-deal alerts.
When your plan allows fewer automations than the full template includes, CustomerFlows installs or suggests the highest-priority workflows first.
Reviewing And Testing
Before activating a blueprint:
- check that the trigger uses the right pipeline and stage
- confirm every WhatsApp template is approved
- map each template variable to a deal, contact, or account field
- add a delay if the customer should not receive the message immediately
- send a test lead or move a test deal through the trigger stage
After activation, check Automations, then History to see each run, whether conditions passed, and whether each action succeeded.
When a Blueprint Fails
A blueprint can fail for the same reasons as any workflow: a WhatsApp template is not approved, a customer opted out, a required field is empty, or the workflow reached a plan limit.
Open Automations, then History for the failed run. Fix the issue, then let future trigger events run normally. If the workflow supports retry, use the retry option shown in history.
Related
- Automation Overview -- How workflows work
- Creating Your First Workflow -- Build a review request workflow
- Sending Template Messages -- WhatsApp template approval and use
- Business Templates -- Workspace templates that can preload workflows
Need help choosing a blueprint? Email [email protected].