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Automation Workflow Templates

Ready-to-use automation workflow templates for common business processes. Save hours with pre-built workflows for sales, support, and operations.

Automation Workflow Templates

Ready-to-use automation workflows with visual diagrams. Copy JSON or download to implement in Zapier, Make, n8n, or custom platforms.

Zapier
Make
n8n
Custom API

Lead Qualification Automation

Sales

Automatically score and qualify leads based on form submissions and assign them to the right sales rep.

Use Case: B2B SaaS lead management

Webhook Trigger

New form submission

Form data received

Step 1

Extract Data

Parse lead information

Email, company, role, budget

Step 2

AI Lead Scoring

Calculate lead score

Score: 0-100 based on criteria

Step 3

Conditional Routing

Route based on score

High/Medium/Low priority

Step 4

Slack Notification

Alert sales team

#sales-leads channel

Step 5

Update CRM

Sync to Salesforce

Create/update contact

Step 6

Customer Onboarding Sequence

Customer Success

Automated email sequence and task creation for new customer onboarding.

Use Case: SaaS product onboarding

Stripe Event

Customer signed up

Payment confirmed

Step 1

Wait 5 Minutes

Initial delay

Let signup process complete

Step 2

Send Welcome Email

Welcome new customer

Personalized greeting

Step 3

Create Tasks

Setup checklist in Notion

Onboarding tasks

Step 4

Wait 24 Hours

Day 1 delay

Give time to explore

Step 5

Check Progress

Profile completed?

If no → send reminder

Step 6

Follow-up Email

Tips and resources

Day 2 engagement

Step 7

Support Ticket Auto-Routing

Customer Support

AI-powered ticket classification and routing to the right support agent.

Use Case: Multi-tier support teams

New Ticket

Support request received

From support system

Step 1

AI Classification

Categorize ticket

GPT-4 analysis

Step 2

Sentiment Analysis

Detect urgency

Angry/Happy/Neutral

Step 3

Smart Routing

Assign to agent

Based on category + sentiment

Step 4

Auto-Reply

Acknowledge receipt

ETA included

Step 5

Slack Alert

Notify team

#support-tickets

Step 6

Invoice Payment Follow-up

Finance

Automated reminders for overdue invoices with escalation.

Use Case: B2B billing automation

Daily Schedule

Run every day at 9 AM

Automated trigger

Step 1

Query Database

Find overdue invoices

WHERE due_date < NOW()

Step 2

Calculate Days

Days overdue

TODAY() - due_date

Step 3

Conditional Reminder

Send based on days

Day 1, 7, 14, 30+

Step 4

Send Email

Payment reminder

Friendly → Firm

Step 5

Generate Report

Daily summary

Send to finance team

Step 6

Content Approval Workflow

Marketing

Multi-stage content review and approval process with notifications.

Use Case: Content marketing teams

Content Submitted

New draft in CMS

WordPress CMS

Step 1

Assign Editor

Round-robin assignment

Load balancing

Step 2

Email Notification

Notify editor

Review request

Step 3

Wait for Review

48h timeout

Auto-escalate if no response

Step 4

Check Status

Approved?

Approved/Needs changes/Rejected

Step 5

Auto-Publish

Publish to WordPress

Schedule post

Step 6

Share Social

Post to platforms

LinkedIn, Twitter, Facebook

Step 7

Abandoned Cart Recovery

E-commerce

Multi-touch email and SMS sequence to recover abandoned carts.

Use Case: Online stores and SaaS trials

Cart Abandoned

User left checkout

Cart value > $50

Step 1

Wait 1 Hour

Initial delay

Give time to return

Step 2

First Reminder

Friendly email

You left something behind

Step 3

Wait 24 Hours

Day 1 delay

Patience is key

Step 4

Check Status

Still abandoned?

If purchased → end

Step 5

Discount Email

10% off coupon

Incentive to complete

Step 6

Wait 48 Hours

Final delay

Last chance

Step 7

SMS Reminder

Final push

15% off - expires in 24h

Step 8

How to Use These Workflows

Implementation Steps:

  1. Review the visual workflow above to understand the logic
  2. Click "Copy JSON" or "Download JSON" to get the workflow definition
  3. Import into your automation platform (Zapier, Make, n8n, etc.)
  4. Configure your specific integrations and API keys
  5. Customize trigger conditions and action parameters
  6. Test with sample data before enabling

Platform Compatibility:

  • Zapier: Use workflow as reference to build multi-step Zaps
  • Make (Integromat): Direct JSON import supported
  • n8n: Import as workflow template
  • Custom API: Use as blueprint for your automation logic

Need Custom Workflows?

CodixFlow builds custom automation workflows tailored to your specific business needs.Learn more about our AI automation services →

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