25 ready templates across 5 goals. Each template is a complete automation that links itself to your units, fields and channels, and starts as a draft until you review it and turn it on.
Open Settings → WorkFlow Builder and press Ready-made.
2
Filter by goal.
3
Open the template and read What you’ll need.
Each requirement is available, partial (a guess that needs a check), or missing.
4
Change any choice if you like: the unit, the field, the line, the template, or the team.
5
Press Use this template. The automation starts as a draft.
6
Review the turned-off steps, try a Practice run, then turn it on.
Welcome leads (5)
Template
Trigger
Welcome every new lead on WhatsApp
A new record is added, then a 5-minute wait
Answer a first WhatsApp message right away
Someone messages you for the first time
Email every new lead a welcome
A new record is added
Give the owner a call task for every new lead
A new record is added
Ask every new lead what they need, with buttons
A new record is added + Wait for a reply
Follow up (7)
Template
Trigger
Follow up when a quote gets no reply for 2 days
A new record is added + Wait for a reply
Nudge the owner when a lead goes quiet for 3 days
A field stays the same for a while
Call a new lead who doesn’t answer on WhatsApp
A new record is added + Wait for a reply
Thank a lead on WhatsApp when a task with them is done
A task is completed
Ask for feedback when a deal is won
A field changes + buttons
Send the invoice on WhatsApp and email when a deal is won
A field changes + Generate a document
Call every new deal the next working day
A new record is added
Remind (4)
Template
Trigger
Remind the owner 30 days before a contract ends
Before or after a date, checked every morning
Remind the owner when a lead waits a full working day
A field stays the same for a while, in the owner’s working hours
Remind a lead the day before their appointment
Before or after a date, checked every day at 10
Remind the owner when a deal is stuck for a week
A field stays the same for a while
Approvals (3)
Template
Trigger
Ask a manager before a discount above 10%
A field changes on the discount
Ask a manager when a deal is worth more than 50,000
A field changes on the amount
Get approval before a new contract is emailed
A new record is added
Route to the right person (6)
Template
Trigger
Give each new lead to the next rep, taking turns
A new record is added + Assign to the next rep
Send each lead to the team in their city
A new record is added + Choose a path
Tell the owner when their lead writes on WhatsApp
A message arrives
Bring big deals to a manager’s attention
A new record is added
Tell your team when a new email conversation starts
An email arrives
Share new leads 50/50 between two teams
A new record is added + Split
How does a template link itself?
Corteksa searches the names of your units and fields, in Arabic and English: “محتمل” or lead, “صفقة” or deal, and “عقد” or contract. The line is your most recently connected WhatsApp line, the template is a message template whose name resembles the purpose, and the approver is you.
If it can’t find something required, such as the unit or the field the trigger reads, the template isn’t created and asks you to choose.
If it can’t find something optional, such as a line, a mailbox or a team, the automation is created with that step turned off. Finish it and turn it on later. See Turn off one step without deleting it.
What you’ll need also shows how many records have no mobile number or email, so you know who the automation will skip.
Each template shows how many times it has been used in your workspace.
The texts and names are in your language, Arabic or English.
If something goes wrong
What you see
Why
What to do
“This template needs a few things picked before it can be used.”
Corteksa didn’t find a required unit or field.
Choose it yourself in the template window.
“Invalid choice”
You chose something that doesn’t exist in your workspace.
Choose from the list.
A step is turned off after you use the template
An optional requirement is missing.
Finish setting it up and turn it on.
A real example
Namaa Academy
The situation
No experience building automations.
What they did
The template “Welcome every new lead on WhatsApp”.
What you’ll need: the approved template was missing, so the sending step was turned off.
After their welcome template was approved, they chose it and turned the step on.
The result
A welcome automation running within 10 minutes.
A made-up company, to show the idea. The numbers are rounded.
Good to know
Automations created from templates count toward the limit of 500 automations.
