Standard Automation Library
Review the W11 V1-based workflow recipes before cloning a draft.
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:
| Recipe | Starting event | Graph steps | Main purpose |
|---|---|---|---|
| TEST - Speed to Lead - Immediate Response | New lead when exposed by the build | 8 | Immediate response, internal note, representative task, quiet-lead follow-up |
| TEST - Lead Appointment Reminder | Lead appointment booked | 2 | Day-before appointment reminder |
| TEST - Job Appointment Reminder | Job scheduled | 2 | Two-hour job reminder |
| TEST - Estimate Follow-Up | Estimate sent | 13 | Staged follow-up and handoff when the estimate changes state |
| TEST - Post-Job Review Request | Job completed | 9 | Review request, conditional follow-up, bounded XP step |
| TEST - Post-Job Nurture | Job completed | 7 | Long-tail maintenance follow-up |
| Residential - New Lead Booking Tasks | New lead | 6 | Residential booking-call tasks |
| Commercial - New Lead Booking Tasks | New lead | 6 | Commercial booking-call tasks |
| Residential - Estimate Follow-Up Tasks | Estimate sent | 6 | Residential decision follow-up tasks |
| Commercial - Estimate Follow-Up Tasks | Estimate sent | 6 | Commercial decision follow-up tasks |
| Residential - Job Completion Tasks | Job completed | 3 | Residential invoice and quality tasks |
| Commercial - Job Completion Tasks | Job completed | 3 | Commercial invoice and quality tasks |
| Residential - Invoice Collection Tasks | Invoice overdue | 5 | Residential collection and escalation tasks |
| Commercial - Invoice Collection Tasks | Invoice overdue | 5 | Commercial 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
- Open Automations > Templates and choose Use template.
- Review the cloned trigger, subject, conditions, merge fields, and action
order in Guided Editor.
- Choose Open Visual Builder on a desktop screen when a branch or graph
view is useful.
- 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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