Workflow templates, ready to run.
Workflow templates are pre-built automations for Helm. Each one watches for an event, like a new deal or a paid invoice, then runs steps for you: create records, send email or Slack, enroll sequences, assign agents, or summarize with AI. Pick a template, tune the steps, set it live.
New Client Onboarding
When a client is added, spin up an onboarding project, kickoff and asset-collection tasks, and send a welcome email.
Client Offboarding
When an account is marked churned, create an offboarding checklist, log it, and send a warm farewell email.
Deal Won, Project Kickoff
When a deal is won, create the project and kickoff tasks, and welcome the new client.
Estimate Accepted, Project Setup
Stand up the project and its first tasks the moment a client accepts your estimate.
Lead Nurture on New Deal
When a new deal is created, enroll the linked contact in your nurture email sequence automatically.
Deal Lost, Win-back
When a deal is marked lost, create a 30-day win-back task and enroll the contact in a win-back sequence.
Project Kickoff
When a project is created, set it up with kickoff tasks and notify the client.
Project Completed, Review Request
When a project is completed, email the client a short review request and log it.
Task Completed, Client Update
Notify the client when a client-linked task is finished.
Task to Agent Brief
When a task is created, assign an AI agent to pick it up, do the work, and report back.
Form Response Handler
When a form is submitted, capture the lead, create a follow-up task, and send a confirmation.
Lead Capture, Enrich & Route
Capture form leads as contacts, create a qualify task, hand it to an enrichment agent, and alert sales in Slack.
Inbound Webhook to Lead
Turn inbound webhook posts into CRM leads. Upsert the contact, open a deal, and alert your team in Slack.
Payment Received Thank-You
When an invoice is paid, log the payment and send the client a thank-you.
Overdue Invoice Recovery
Sweep overdue invoices on a schedule and open a recovery task with a 3-touch cadence.
Estimate Accepted, Auto-Invoice
When an estimate is accepted, create a draft invoice and a finalize-and-send task automatically.
Recurring Monthly Invoice
On the 1st of each month, draft a retainer invoice for every active account.
Weekly Project Digest
Every Monday, post a status line for each active project to Slack.
Overdue Task Nudge
Every morning, nudge your team in Slack about tasks that are past due.
Support Form AI Triage
Triage inbound support forms with AI. Extract topic and urgency, summarize, file a ticket, and alert the team.
New Contact Enrichment
When a contact is created, generate an AI research brief and save it to the contact timeline.
Pick, tune, and set it live.
Every template is a trigger plus steps. Copy one into your workspace and make it yours.
Step 1
Pick a template
Start from a ready-made workflow that matches the job. Each template ships with a trigger and a full set of steps.
Step 2
Tune the steps
Edit the trigger, conditions, and steps in the visual builder. Connect your email, Slack, sequences, and agents.
Step 3
Set it live
Flip the workflow on. It runs on every matching event, in the background, with a full run history.
Questions about workflows.
What is a workflow template?
A workflow template is a pre-built automation: a trigger plus a set of steps. When the trigger fires, the steps run in order. Templates give you a working starting point you can copy into your workspace and customize.
What can a workflow do?
Create and update records, send email and Slack messages, enroll contacts in sequences, assign AI agents to tasks, call webhooks, and run AI steps that summarize, extract, or generate text. Steps can branch on conditions and loop over records.
What can trigger a workflow?
A record being created or updated (accounts, contacts, deals, projects, tasks, invoices, estimates), a form submission, an inbound webhook, or a schedule (daily, weekly, or monthly).
Can I change a template after I use it?
Yes. Using a template copies it into a new workflow you fully own. Edit any step, add or remove steps, and save your own version. You can also save any workflow back as a workspace or private template.
Are workflow templates a paid feature?
Workflows ship on every Helm plan. The template library is included, so you can start from a proven automation instead of a blank canvas.
Put the busywork on autopilot.
Workflows ship on every Helm plan. Start from a template and set it live in minutes.