logo
Schedulin

Workflow examples and templates

Start from a template instead of building from scratch. Each one is wired up — just connect your channels and customize.

Template gallery

Open Automations → Browse templates. Click any template to preview the workflow, then Use this template to copy it into your workspace.

Common workflows

Slack alert on post failure

  • Trigger: Post failed
  • Action: Slack → Send message with the post title, channel, and error reason.

Used by most teams. Five minutes to set up, prevents silent failures.

Weekly analytics digest

  • Trigger: Schedule → every Monday 9am
  • Step 1: Query analytics (last 7 days, all channels)
  • Step 2: Transform with JSONata to build a markdown summary
  • Step 3: Email → Send to the team or client list

Auto-repost top performers

  • Trigger: Schedule → daily
  • Step 1: Query analytics for posts from 30+ days ago with engagement > threshold
  • Step 2: Filter to one post per run (e.g. random pick)
  • Step 3: Create draft from the post, light caption rewrite
  • Step 4: Submit for approval

CRM new lead → DM

  • Trigger: Webhook from CRM
  • Step 1: Transform lead data into a personalized caption
  • Step 2: Create scheduled post on LinkedIn

Cross-post Reels to TikTok and Shorts

  • Trigger: Post published (filter: channel = Instagram, type = Reel)
  • Step 1: Create scheduled post on TikTok with same media
  • Step 2: Create scheduled post on YouTube Shorts with same media

Building your own

The fastest path to a working workflow is:

  1. Pick the closest template.
  2. Use the Test run button with real trigger data to see what flows through.
  3. Edit one step at a time, testing after each change.

See also