Workflow Templates
Pre-configured workflow templates to get started quickly. These templates can be customized for your specific needs with minimal technical expertise.
Semawork workflow templates are pre-configured automation blueprints designed to help you get started quickly with intelligent workflow orchestration. Each template includes proven workflow patterns, integration configurations, and best practices that have been tested in production environments. Templates provide a solid foundation that you can customize to match your specific tools, processes, and business requirements.
These templates are particularly valuable for teams new to workflow automation or organizations looking to quickly implement common automation patterns. Rather than building workflows from scratch, you start with a template that includes the essential components—triggers, conditions, actions, error handling, and observability features—then customize it to fit your needs.
Launch faster with proven workflows
Each Semawork template captures a real multi-system process - from ticket triage to RevOps handoffs - and can be tailored to your stack in minutes. We include the trigger conditions, approval steps, observability hooks, and multi-agent decision points that keep AI workflows safe and auditable.
Use these blueprints as your starting point, then pair them with our observability and AI operations features to ship governed automations. Not sure where to begin? Explore our solution examples or RevOps playbook for step-by-step rollouts.
Where these templates excel
- - Fast-start orchestration for support, sales, and ops teams
- - Clear guardrails with approvals, audit logs, and fallback paths
- - Built-in links to 40+ integrations so you avoid custom glue code
- - Upgrade paths to opinionated getting started guide and pricing
Template Categories
Support Templates
Templates for customer support operations including ticket triage, customer information enrichment, and support workflow automation. These templates help support teams handle tickets more efficiently and provide better customer experiences.
Support templates integrate with popular support tools like Zendesk, help desks, and communication platforms to automate routine support tasks and improve response times.
Sales & RevOps Templates
Templates for sales and revenue operations including lead enrichment, sales-to-customer success handoffs, and revenue workflow automation. These templates help sales teams work more efficiently and ensure smooth transitions between teams.
Sales and RevOps templates integrate with CRMs like Salesforce and HubSpot, enrichment tools, and communication platforms to automate sales processes and improve conversion rates.
HR & Operations Templates
Templates for HR and operations including employee onboarding, approval workflows, and operational automation. These templates help HR and operations teams streamline processes and reduce manual work.
HR and operations templates integrate with HRIS systems, project management tools, and communication platforms to automate routine HR and operational tasks.
Support Templates
Support Ticket Triage
Automatically classify and route support tickets
Integrations:
This template includes pre-configured workflow logic, integration settings, and best practices. Customize it to match your specific tools, business rules, and requirements.
Customer Information Enrichment
Fetch customer context from CRM and systems
Integrations:
This template includes pre-configured workflow logic, integration settings, and best practices. Customize it to match your specific tools, business rules, and requirements.
Sales & RevOps Templates
Lead Enrichment and Routing
Enrich leads and route to sales reps
Integrations:
This template includes pre-configured workflow logic, integration settings, and best practices. Customize it to match your specific tools, business rules, and requirements.
Sales-to-CS Handoff
Automate handoff when deals close
Integrations:
This template includes pre-configured workflow logic, integration settings, and best practices. Customize it to match your specific tools, business rules, and requirements.
HR & Operations Templates
Employee Onboarding
Automate new employee setup
Integrations:
This template includes pre-configured workflow logic, integration settings, and best practices. Customize it to match your specific tools, business rules, and requirements.
Approval Workflows
Streamline approval requests
Integrations:
This template includes pre-configured workflow logic, integration settings, and best practices. Customize it to match your specific tools, business rules, and requirements.
Customization Options
Tool Integration Customization
Each template includes integrations with popular tools, but you can easily customize these to work with your specific tool stack. Whether you use different CRMs, support tools, or communication platforms, templates can be adapted to integrate with the tools you already use.
Our integration library includes 40+ tools, and custom integrations can be developed if needed. Templates are designed to be flexible, allowing you to swap out integrations or add additional tools as your needs evolve.
Workflow Logic Customization
Templates include proven workflow logic, but you can customize conditions, decision points, and actions to match your specific business rules. Add custom conditions, modify routing logic, adjust approval workflows, or extend functionality to address unique requirements.
The visual workflow designer makes it easy to modify templates without writing code. You can add steps, change conditions, adjust routing, and extend workflows to match your processes exactly.
Observability and Governance
All templates include observability features like logging, audit trails, and monitoring capabilities. You can customize these features to match your compliance requirements, add additional approval points, or configure alerts and notifications to match your preferences.
Templates are designed with governance in mind, including human-in-the-loop approval points and audit trails. You can add additional governance features or adjust existing ones to match your security and compliance requirements.
Scaling and Extension
Templates are designed to scale with your needs. Start with a template, customize it for your initial use case, then extend it to handle additional scenarios or integrate with more systems as your automation needs grow. Templates provide a solid foundation that can evolve with your business.
How to Use Templates
These templates are starting points that can be customized for your specific needs. Follow these steps to implement a template successfully:
- Select a template that matches your use case: Review available templates and choose one that addresses your specific challenge or process. Consider the integrations required and whether they match your tool stack.
- Customize the workflow for your tools and processes: Adapt the template to work with your specific tools, modify workflow logic to match your business rules, and adjust conditions and actions to fit your requirements.
- Configure integrations and connections: Set up integrations with your tools, configure authentication, and test connections to ensure everything works correctly before deploying.
- Test with sample data and refine: Run the workflow with test data to verify it works as expected. Identify any issues, refine the workflow logic, and adjust configurations until everything works correctly.
- Deploy and monitor performance: Deploy the workflow to production and monitor its performance. Use observability features to track execution, identify issues, and measure results.
- Iterate and improve based on usage: Review performance metrics, gather feedback from users, and continuously improve the workflow. Semawork's self-evolving agents will also learn and optimize automatically over time.
For complex customizations or if you need assistance, our team can help you adapt templates to your specific needs. Contact us to discuss your requirements and get expert guidance on template customization.
Ready to get started with templates?
Let's discuss which templates fit your needs and how to customize them for your workflows.