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Template Library for Workflows

Discover how GHL Customer Care’s new Template Library for Workflows accelerates automation setup with expert-designed templates—enable in Beta Labs and launch proven workflows in minutes.

3 min read698 words3 explained imagesUpdated Wed, 13 Aug, 2025 at 12:29 PM
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On this page
  1. What is Template Library?
  2. Key Benefits of Using Templates in Workflows
  3. How To Set Up the Template Library for Workflows
  4. Step 1: Access the Template Library
  5. Step 2: Browse & Filter Templates
  6. Step 3: Preview & Select a Template
  7. Advanced Tips & Best Practices
  8. Frequently Asked Questions
  9. Related Articles

You can quickly get your automation setup in GHL Customer Care with the new Template Library for Workflows. This feature empowers users to launch workflows using pre-built templates, saving time and ensuring best practices.

TABLE OF CONTENTS

What is Template Library?

The Template Library for Workflows is a new high-level feature that allows users to start building automations using professionally designed workflow templates. Instead of creating workflows from scratch, you can select a template that matches your needs, review its structure, and customize it as needed. This helps users get started faster and ensures workflows are built on proven recipes for success.

Key Benefits of Using Templates in Workflows

Unlocking the Template Library for Workflows provides several advantages that enhance your automation experience:

  • Faster Workflow Creation: Launch new automations in minutes by leveraging ready-made templates.
  • Proven Best Practices: Use templates designed by experts, reducing the risk of errors and inefficiencies.
  • Continuous Updates: Access an ever-growing library as new and relevant templates are added regularly.
  • Customization Flexibility: Edit and tailor templates to fit your unique business processes.
  • Reduced Learning Curve: Ideal for new users or teams looking to standardize workflow creation.
  • Time Savings: Eliminate repetitive setup tasks and focus on higher-value activities.

How To Set Up the Template Library for Workflows

Activating and using the Template Library for Workflows is straightforward, but following the correct steps ensures you maximize its benefits and avoid common setup issues. Follow these steps to enable and start using the Template Library for Workflows.

Step 1: Access the Template Library

Open the Template Library modal, where you’ll find a curated collection of ready-to-use workflow recipes you can preview and customize for your needs.

  1. In the left sidebar, click Automation.

  2. Switch to the Workflows tab.

  3. Click Create Workflow.

  4. Choose Select from Template.

Step 1: Access the Template Library (image 1 of 3) What this shows In the left sidebar, click Automation. What this shows Illustrates the "Step 1: Access the Template Library" section of "Template Library for Workflows". This animation appears in the "Step 1: Access the Template Library" section of "Template Library for Workflows". The text alongside this image reads: In the left sidebar, click Automation. Switch to the Workflows tab. Click Create Workflow. Choose Select from Template. Immediately after, the guide continues: Quickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any…. Image 1 of 3 Where to goIn the left sidebar, click Automation. Switch to the Workflows tab. Click Create Workflow. Choose Select from Template.
Buttons and menus referenced AutomationWorkflowsCreate WorkflowSelect from Template
Next stepQuickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any template card to see a quick description.
All 4 steps in this procedure
  1. In the left sidebar, click Automation.
  2. Switch to the Workflows tab.
  3. Click Create Workflow.
  4. Choose Select from Template.

Step 2: Browse & Filter Templates

Quickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any template card to see a quick description.

Step 2: Browse & Filter Templates (image 2 of 3) What this shows Quickly locate the right workflow by browsing categories, applying filters, or searching keywords. What this shows Illustrates the "Step 2: Browse & Filter Templates" section of "Template Library for Workflows". This animation appears in the "Step 2: Browse & Filter Templates" section of "Template Library for Workflows". The text alongside this image reads: Quickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any template card to see a quick description. Immediately after, the guide continues: Take a closer look at any workflow’s details before loading it—review its description, prerequisites, and full canvas to ensure it fits your needs. Image 2 of 3 What this coversQuickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any template card to see a quick description.
Buttons and menus referenced Filters
Next stepTake a closer look at any workflow’s details before loading it—review its description, prerequisites, and full canvas to ensure it fits your needs.

Step 3: Preview & Select a Template

Take a closer look at any workflow’s details before loading it—review its description, prerequisites, and full canvas to ensure it fits your needs.

  1. Click the eye icon or the template card to open its preview.
  2. Read the About this Template blurb and check any Prerequisites.
  3. Examine the complete triggers-and-actions canvas to understand the logic flow.
  4. When ready, click Continue to load it into the workflow editor.
Step 3: Preview & Select a Template (image 3 of 3) What this shows Click the eye icon or the template card to open its preview. What this shows Illustrates the "Step 3: Preview & Select a Template" section of "Template Library for Workflows". This animation appears in the "Step 3: Preview & Select a Template" section of "Template Library for Workflows". The text alongside this image reads: Click the eye icon or the template card to open its preview. Read the About this Template blurb and check any Prerequisites. Examine the complete triggers-and-actions canvas to understand the logic flow. When ready, click Continue to load it into the workflow editor. Immediately after, the guide continues: Note: Customize triggers, actions, delays, and conditions in the workflow editor to suit your process. Run a test with a sample contact or tag to verify functionality, then save and activate your workflow. Image 3 of 3 What to clickClick the eye icon or the template card to open its preview. Read the About this Template blurb and check any Prerequisites. Examine the complete triggers-and-actions canvas to understand the logic flow. When ready, click Continue to load it into the workflow editor.
Buttons and menus referenced eyeAbout this TemplatePrerequisitesContinueNote
Next stepNote: Customize triggers, actions, delays, and conditions in the workflow editor to suit your process. Run a test with a sample contact or tag to verify functionality, then save and activate your workflow.
All 4 steps in this procedure
  1. Click the eye icon or the template card to open its preview.
  2. Read the About this Template blurb and check any Prerequisites.
  3. Examine the complete triggers-and-actions canvas to understand the logic flow.
  4. When ready, click Continue to load it into the workflow editor.
 
Note: Customize triggers, actions, delays, and conditions in the workflow editor to suit your process. Run a test with a sample contact or tag to verify functionality, then save and activate your workflow.

Advanced Tips & Best Practices

1. Managing & Updating Templates

  • Stay Current: Check the library regularly for new or improved templates.

  • Feedback Loop: Submit ideas or improvements through our support portal.

2. Customizing for Your Business

  • Tailor Logic: Add or remove steps, change messaging, and adjust timing.

  • Test Thoroughly: Run in “Draft” mode with a small subset before full activation.

3. Collaborating with Your Team

  • Share Templates: Bookmark favorites or share links so teammates can reuse standardized workflows.

  • Training Tool: Use templates to onboard new staff on automation best practices.

Frequently Asked Questions

Q: Can I create my own templates?

As of now this feature is not available. 

Q: Are the templates customizable after selection?
Yes, everything is editable once loaded into the workflow editor.

Q: Will new templates be added?
Absolutely. We continually expand the library based on user feedback and industry best practices.

Q: Does enabling affect existing workflows?
No, your current automations remain untouched.

Q: Can I revert changes?
To start fresh, simply re-select the original template.

Frequently asked questions

What is Template Library?
The Template Library for Workflows is a new high-level feature that allows users to start building automations using professionally designed workflow templates. Instead of creating workflows from scratch, you can select a template that matches your needs, review its structure, and customize it as needed. This helps users get started faster and ensures workflows are built on proven recipes for success.

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