Automation Templates

Start from a pre-built workflow for exports, data sync, AI enrichment, or cleanup. Apply a template and customize it in minutes.

Templates are ready-made automations you can use as a starting point. Find one that fits, apply it, and adjust it for your setup. It is the fastest way to get an automation running.

Every template comes with its nodes pre-configured and connected. After you apply one, you only adjust the settings for your own integrations (for example, which Shopify store to connect, or which AI prompt to use).

Browse the library

Go to Automations and click Templates to open the library.

Search by keyword

Use the search bar to find templates by name, description, or tag. Search for “Shopify”, for example, to see every template that uses Shopify.

Filter by category

Templates are grouped into five categories. Click a category tab to filter the grid. Each tab shows how many templates it holds.

Exports

Backups, reports, and publishing to sales channels: weekly backups, monthly accounting reports, and multi-channel publishing.

Data Sync

Platform migrations and integrations: supplier imports, Magento-to-Shopify migrations, and two-way syncs.

AI Content

Descriptions, translations, and SEO content: content for new products, SEO optimization, and multi-language translation.

Data Cleanup

Pricing, inventory, and data quality: sale setup, price changes, post-import cleanup, and bulk category assignment.

Notifications

Alerts, reports, and integrations: import alerts, daily summaries, team standups, and webhook integrations.

Filter by difficulty

Every template has a difficulty rating. Use it to pick a workflow that matches your experience.

Difficulty	What to expect	Setup time
Beginner	Minimal setup, ready in minutes. Simple workflows of 2–3 nodes.	1–3 minutes
Intermediate	Some setup, such as choosing integrations or adding filters.	3–10 minutes
Advanced	Complex workflows with multiple branches, API calls, or detailed setup.	10–15 minutes

New to automations? Start with a beginner template to see how workflows fit together. You can add more later.

Preview a template

Click any template card to expand it and see the details:

• Workflow steps: a visual preview of each node and how they connect, from trigger to final action
• Tags: keywords for what the template does and which integrations it uses
• Estimated setup time: how long it usually takes to configure

Apply a template

1. Select a template

   Click a template card to expand it and review its workflow steps.

2. Click Use This Template

   Click Use This Template at the bottom of the expanded card. This opens the visual builder with the template loaded.

3. Configure the nodes

   Click each node to review and adjust its settings. A green checkmark means a node is ready. An amber settings icon means it still needs attention.

4. Save your automation

   Once every node is configured, name your automation and save it.

Applying a template creates a new automation. It never changes the original template, so you can reuse the same template to create different variations.

Browse all templates

Exports

Extract data, run backups, and publish to your sales channels.

Template	Difficulty	What it does
Weekly Full Backup	Beginner	Backs up all products to Excel every Sunday night.
Monthly Report for Accounting	Beginner	Exports a CSV on the 1st of each month and emails it to your finance team.
Quick Push to Shopify	Beginner	Pushes selected products to Shopify in one click, with a Slack confirmation.
Nightly Store Sync	Beginner	Exports all products every night at 3 AM to keep your store in sync.
Publish to All Channels	Intermediate	Pushes products to Shopify and WooCommerce at once with a single click.

Data Sync

Migrate between platforms and keep integrations in sync.

Template	Difficulty	What it does
Supplier Import and Enrichment	Intermediate	Imports a supplier CSV, cleans the text, generates descriptions with AI, and notifies your team.
Magento to Shopify Migration	Advanced	Full migration: import from Magento, refresh SEO content, export to Shopify.
WooCommerce to Shopify Migration	Intermediate	Imports from WooCommerce and exports to your new Shopify store.
Daily Lightspeed Import	Beginner	Syncs product data from Lightspeed POS every morning.
Two-Way Shopify Sync	Intermediate	Imports from Shopify, then exports any WISEPIM changes back.

AI Content

Use AI to generate and improve your product content.

Template	Difficulty	What it does
New Product Content Generation	Beginner	After any import, generates titles, descriptions, and SEO meta for new products in parallel.
SEO Optimization Sprint	Beginner	Selects products and generates optimized SEO meta content.
Translate for International Markets	Intermediate	Translates product content to German, French, and Spanish.
Translate Dutch to German	Beginner	Translates all Dutch product content to German for DACH expansion.
Smart Auto-Categorization	Intermediate	Lets AI categorize new products automatically after import.
Extract Product Attributes	Intermediate	AI reads descriptions and pulls out structured attributes like size, color, and material.

Data Cleanup

Fix pricing, inventory, and data quality.

Template	Difficulty	What it does
Black Friday Sale Setup	Intermediate	Applies a 25% discount to selected products and reverts it automatically by date range.
Annual Price Increase	Intermediate	Applies a percentage price increase across all products.
Calculate Prices from Cost	Advanced	Sets a markup percentage and calculates selling prices from cost prices.
Post-Import Data Cleanup	Beginner	Fixes whitespace and standardizes title formatting after every import.
Fix Brand Names in Titles	Intermediate	Finds and replaces brand name variations with the correct spelling.
Add Brand Prefix to Titles	Beginner	Adds your brand name to the start of all product titles.
Bulk Stock Update	Intermediate	Sets new stock levels for many products after a stocktake.
Mark Products Out of Stock	Beginner	Marks discontinued products as out of stock in one go.
Bulk Category Assignment	Intermediate	Assigns many products to a category at once.
Set Product Weights	Intermediate	Sets shipping weights for products in bulk.
Approve Products for Publishing	Beginner	Marks reviewed products as “Ready” and notifies your team.
Complete Product Launch Pipeline	Advanced	End-to-end pipeline: import, clean, enrich, generate SEO, publish, and notify.

Notifications

Keep your team informed and connect to outside systems.

Template	Difficulty	What it does
Import Complete Email	Beginner	Emails you every time a product import finishes.
Slack Import Alert	Beginner	Posts to your Slack channel when imports complete.
Daily Catalog Summary	Beginner	Sends a morning email with your catalog counts and key stats.
Weekly Slack Standup	Beginner	Posts a Monday-morning Slack message to start the week.
Webhook to External System	Advanced	Triggers webhooks to Zapier, Make, or your own backend after imports.
ERP Sync Notification	Advanced	Notifies your ERP system via API when product data changes.

Customize a template

After you apply a template, you can change it freely in the visual builder: add or remove nodes, change settings, swap triggers, or add parallel branches. Templates are starting points. Shape them to fit your exact workflow.

Some templates use specific integrations (Shopify, WooCommerce, Lightspeed, and others). Connect the integration in your Settings before you use these templates, or point the nodes at a different integration.

Related

Visual Builder Guide

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Automations Overview

Manage, monitor, and track all your automations from one dashboard.