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Workflow Templates¶

Get started quickly with pre-built workflow templates. Each template includes configured triggers, actions, and data mappings that you can customize for your needs.

Available Templates¶

Customer Follow-up¶

Trigger: Scheduled (Daily at 9 AM)

Actions: 1. Google Sheets — Read customer list 2. HubSpot — Check last contact date 3. Gmail — Send follow-up email

Use case: Automatically follow up with customers who haven’t been contacted in 7+ days.

Lead Qualifier¶

Trigger: Webhook (form submission)

Actions: 1. HubSpot — Create contact 2. HubSpot — Create deal 3. Gmail — Send qualification email 4. Microsoft Teams — Notify sales channel

Use case: Process inbound leads from web forms, create CRM records, and notify the sales team.

Daily Report to Teams¶

Trigger: Scheduled (Weekdays at 5 PM)

Actions: 1. Google Sheets — Read daily metrics 2. Microsoft Teams — Send summary to channel

Use case: Share daily business metrics with the team automatically.

Appointment Reminder¶

Trigger: Scheduled (Daily at 8 AM)

Actions: 1. Huli Health — List today’s appointments 2. Gmail — Send reminder emails to patients

Use case: Reduce no-shows by sending automated appointment reminders.

Webhook to HubSpot¶

Trigger: Webhook

Actions: 1. HubSpot — Create or update contact 2. HubSpot — Create note

Use case: Capture external events as HubSpot activities.

Weekly Sales Report¶

Trigger: Scheduled (Mondays at 8 AM)

Actions: 1. Google Sheets — Read weekly sales data 2. Gmail — Email report to management

Use case: Automate weekly sales reporting.

Inventory Alert¶

Trigger: Scheduled (Every 4 hours)

Actions: 1. Google Sheets — Read inventory levels 2. Microsoft Teams — Send alert if stock is low

Use case: Monitor inventory and alert when items need reordering.

New Lead Outreach¶

Trigger: Webhook (new lead)

Actions: 1. HubSpot — Create contact 2. Gmail — Send welcome email 3. Google Calendar — Create follow-up task

Use case: Immediately engage new leads with personalized outreach.

Lead Note Sync¶

Trigger: Scheduled (Every hour)

Actions: 1. Google Sheets — Read new notes 2. HubSpot — Add notes to contacts

Use case: Sync notes from a shared spreadsheet to HubSpot contacts.

Patient Appointment Reminder¶

Trigger: Scheduled (Daily at 10 AM)

Actions: 1. Huli Health — List tomorrow’s appointments 2. Gmail — Send reminder to each patient

Use case: Healthcare-specific reminder system for upcoming appointments.

New Patient Onboarding¶

Trigger: Webhook (new patient)

Actions: 1. Huli Health — Create patient record 2. Gmail — Send welcome packet 3. Google Calendar — Schedule intake appointment

Use case: Streamline new patient registration and onboarding.

CRM Sync¶

Trigger: Scheduled (Every 30 minutes)

Actions: 1. Google Sheets — Read updated records 2. HubSpot — Update contacts 3. Close CRM — Update leads

Use case: Keep multiple CRM systems in sync with a source of truth.

Voice Call Logger¶

Trigger: Webhook (call completed)

Actions: 1. HubSpot — Find contact by phone number 2. HubSpot — Create note with call summary

Use case: Automatically log AI call results to CRM records.

Monthly Patient Report¶

Trigger: Scheduled (First day of month)

Actions: 1. Huli Health — List previous month’s appointments 2. Google Sheets — Append summary data

Use case: Generate monthly patient activity reports for analysis.

Using Templates¶

Apply a Template¶

1. Navigate to Workflows
2. Find the template you want to use
3. Click Use Template
4. The workflow is created with all steps pre-configured

Customize a Template¶

After applying a template:

1. Connect accounts — Authorize access to your Google, HubSpot, etc.
2. Update parameters — Change spreadsheet IDs, email addresses, etc.
3. Modify triggers — Adjust schedules or webhook settings
4. Add/remove steps — Customize the workflow for your needs
5. Test — Run manually to verify everything works
6. Activate — Turn on the workflow

Template Categories¶

Best Practices¶

1. Start with a template — Even if you need to customize heavily, templates provide a solid foundation
2. Test before activating — Always run manually to verify the workflow behaves as expected
3. Document customizations — Use the workflow description to note what you changed
4. Monitor execution logs — Check that the workflow runs successfully after activation
5. Iterate — Refine workflows based on execution results and changing needs

What’s Next¶

• Actions — Learn about each action in detail
• Triggers — Configure when workflows run

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