Templates
Start from something that already works
Each of these imports as a real, editable workflow. The ones marked no setup run immediately — nothing to connect and no credentials to find.
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Your first workflow
no setupA working example you can run right now: it takes an incoming order, tidies up the values, and routes big orders differently from small ones. No accounts to connect — press Test on any step to watch real data flow through it.
Getting started Use this -
Ask a person before it happens
no setupPause the workflow and email someone an approve/reject link — the run waits for their decision, then takes a different path depending on the answer. Useful for refunds, discounts, or anything that shouldn't happen unattended.
Approvals Use this -
Collect events for a daily digest
no setupInstead of an email per event, quietly collect each one. Pair this with “Send the daily digest”, which empties the pile on a schedule and sends a single summary.
Digests Use this -
Send the daily digest
no setupOnce a day, empty everything collected by “Collect events for a daily digest” and send it as one email — and stay quiet on days when nothing happened.
Digests Use this -
Ignore duplicate events
no setupSome systems send the same event twice. This remembers the last id it handled and skips anything it has already seen, so the work only happens once.
Data Use this -
Read one field and take a different branch for each value — urgent, normal, or anything else — instead of chaining yes/no questions.
Logic Use this -
Scheduled heartbeat
no setupRuns on a timer and records a timestamped heartbeat. A good starting point for anything that should happen on a schedule.
Monitoring Use this -
Failure alert starter
no setupAn empty workflow with failure notifications already switched on, so you hear about it by email the moment a run breaks.
Monitoring Use this -
Clean up a webhook payload
no setupTake a messy incoming webhook and turn it into tidy, predictable fields — lowercased emails, proper capitalisation, a formatted date — ready for whatever step you add next.
Integration Use this -
Post a tidy message to a Slack channel whenever someone signs up. Connect Slack once and this works for any signup webhook.
Slack Use this -
Receive YakDesk ticket webhooks (Ticket Settings → Outbound webhooks) and post each event to a Slack channel.
Slack Use this -
Receive a form webhook and create a YakDesk ticket via POST /api/v1/tickets (Bearer API key).
Integration Use this -
Receive free-form text, pull out structured fields with AI, and open a ticket from the result.
AI Use this