Standard Automation Library

Review the W11 V1-based workflow recipes before cloning a draft.

Beginnerownermanageradminsales repUpdated 2026-09-14

Standard Automation Library

W11 draft / unreleased: This library describes reviewable catalog recipes and their V1 baseline. A recipe is cloned into a draft and is not active, enrolled, or provider-connected until the coordinated app integration is completed and an authorized teammate activates it.

V1 catalog

The 14 V1 graph recipes are available from Workflow Templates:

RecipeStarting eventGraph stepsMain purpose
TEST - Speed to Lead - Immediate ResponseNew lead when exposed by the build8Immediate response, internal note, representative task, quiet-lead follow-up
TEST - Lead Appointment ReminderLead appointment booked2Day-before appointment reminder
TEST - Job Appointment ReminderJob scheduled2Two-hour job reminder
TEST - Estimate Follow-UpEstimate sent13Staged follow-up and handoff when the estimate changes state
TEST - Post-Job Review RequestJob completed9Review request, conditional follow-up, bounded XP step
TEST - Post-Job NurtureJob completed7Long-tail maintenance follow-up
Residential - New Lead Booking TasksNew lead6Residential booking-call tasks
Commercial - New Lead Booking TasksNew lead6Commercial booking-call tasks
Residential - Estimate Follow-Up TasksEstimate sent6Residential decision follow-up tasks
Commercial - Estimate Follow-Up TasksEstimate sent6Commercial decision follow-up tasks
Residential - Job Completion TasksJob completed3Residential invoice and quality tasks
Commercial - Job Completion TasksJob completed3Commercial invoice and quality tasks
Residential - Invoice Collection TasksInvoice overdue5Residential collection and escalation tasks
Commercial - Invoice Collection TasksInvoice overdue5Commercial collection and escalation tasks

The gallery keeps the V1 order. The five legacy linear template keys remain accepted for existing links and saved drafts, but do not create duplicate gallery cards.

Review a recipe

  1. Open Automations > Templates and choose Use template.
  2. Review the cloned trigger, subject, conditions, merge fields, and action

order in Guided Editor.

  1. Choose Open Visual Builder on a desktop screen when a branch or graph

view is useful.

  1. Save the draft and use Preview or Test before activation.

Templates are scoped to the current organization and location context. Cloning creates new graph identifiers and preserves the source template. Requirements, topology, payload bounds, and manage permission are checked again when saving or activating.

V1 baseline and W11 limits

The V1 baseline emphasizes a trigger, customer-safe merge fields, waits, messages, representative tasks, tags, and reply or lifecycle stops. W11 keeps that workflow shape while using immutable revisions, compare-and-swap saves, organization and location scope checks, graph DAG validation, and provider-free testing.

W11 excludes V1 split and recurring-schedule nodes. Guided Editor exposes the 16 bounded action cards described in Actions; a saved card still depends on its matching adapter and executor in the build being reviewed. Templates do not authorize provider sends, call actions, webhooks, or XP awards by themselves. The post-job review recipe's review.left condition is fenced to the enrolled run, and its award_xp action stays skipped until the organization's default-off XP setting is explicitly enabled.

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