Built-in templates
New automation → Or start from a template:
- New lead follow-up: thank a new lead straight away, give their owner a task after a day if they haven't replied, and check in again after three days. Stops when they reply.
- Review request: ask a customer for a review (tag them "Job done" or add them by hand), and remind them once if they don't click.
- We miss you: reach out to a contact 90 days after their last activity, and tag them "Win-back".
Templates arrive as a draft, switched off, so you can check the emails before turning it on.
Your agency's templates
Build automations once in your agency's own business, then copy them into clients' businesses.
- Build and test the automations in The Pantheon, in your agency's own business.
- Settings → Business app templates → Save automations as a template: a name, an optional description, and Automations to include. Their pipelines, fields, tags, business values and saved emails come along.
- Install it: from the same page (Install into a client), or from the client → Business app → Install a template. The client's business app must be switched on.
Each install is the client's own copy. It arrives switched off, as a draft. Changing the template later doesn't change copies already installed, and the client can change their copy. Things the client already has with the same name (a "Sales" pipeline, a "VIP" tag) are reused rather than doubled.
Agency owners and admins save and install templates.