Waymaker
Automations

Automation Templates

Learn about Automation Templates in WaymakerOS.

TemplatesPre-built

Start from pre-built automation patterns for common workflows. Templates give you a working automation that you can customise for your specific needs.

Using a template

  1. Go to Tools (Cmd+4) > Automations
  2. Click New Automation
  3. Click Start from Template
  4. Browse the available templates
  5. Click Use Template
  6. Configure the template's placeholders (e.g., select which form, which table)
  7. Activate

Available templates

Form → Table

Trigger: Form submission Actions: Create a table row with form field values

Use for: storing leads, registrations, feedback, applications.

Form → Email confirmation

Trigger: Form submission Actions: Send a confirmation email to the respondent

Use for: acknowledging receipt of contact forms, applications, registrations.

Form → Table + Email

Trigger: Form submission Actions: Create a table row AND send a confirmation email

Use for: the most common form workflow — store data and acknowledge the submission.

Scheduled report

Trigger: Weekly schedule (Monday 9 AM) Actions: Query table data and send a summary email

Use for: weekly team updates, status reports, metric summaries.

Webhook → Table

Trigger: Incoming webhook Actions: Create or update a table row from webhook payload

Use for: receiving data from external services (Stripe, Shopify, custom APIs).

Creating your own templates

Save any automation as a template:

  1. Open the automation
  2. Click Save as Template
  3. Name and describe the template
  4. The template is available to everyone in your organisation

Next steps