How to Use Templates

TL;DR:Templates are pre-filled automations. Open Templates in the sidebar (or the + New Automation modal), pick one, edit the keyword, message, and link, then click Start Automation. Categories: Featured, Engage audience, Sell & earn, Capture leads, Book clients. Free on all plans.

What Are Templates?

Templates are ready-made automations with the structure already built. You just swap in your keyword, message, and link.

They're the fastest way to launch your first automation, and they're included on every plan.

Template Categories

Featured

The most popular flows, hand-picked.

Engage audience

Reply to comments and turn engagement into conversations.

Sell & earn

Send product links and offers to interested commenters.

Capture leads

Collect emails before sending your link (Email Gate is a Pro feature).

Book clients

Point people to your booking link or calendar.

How to Use a Template

Open Templates

Click Templates in the sidebar, or open the + New Automation modal where templates also appear.

Pick a template

Browse by category and choose a pre-filled flow that matches your goal.

Customize it

Edit the keyword, the DM message, and your link. Everything in a template is editable.

Activate

Click the lime green Start Automation button (top right) to go live, or Save Draft to finish later.

Frequently Asked Questions

Do templates cost anything?+

No. Templates are included on all plans, including Free.

Can I edit a template?+

Yes. Everything in a template is editable — the keyword, the message, and the link.

Where do I find templates?+

Click Templates in the sidebar, or open the + New Automation modal.

Last updated: 23 July 2026