Templates

Working flows, ready for your data.

Each template ships with realistic sample data so you can see it run first. Open it in the engine, paste your own export, and adjust the steps.

E-commerce · JSON input

High-value orders → team alert

Take a webhook payload of orders, keep paid orders over $1,000, and format a message for a Slack or Teams channel.

FilterFilterSortFormat text

Sales · CSV input

Clean form leads, drop duplicates by company, and route each one to sales or self-serve based on company size and email domain.

Set fieldRemove duplicatesIf / elseIf / elseKeep fields

Finance · CSV input

From an invoice export, total what each client owes and draft a polite reminder line per overdue invoice.

FilterSortFormat text

Finance · CSV input

Group unpaid invoices by client with a count and total — the numbers for a weekly cash-flow check.

FilterGroup & totalSort

Support · JSON input

Flag tickets that have breached their response target by plan, and list the breaches first.

If / elseCalculateIf / elseSortKeep fields

Operations · CSV input

Find SKUs below their reorder point in each warehouse and calculate how many units to order and what it will cost.

CalculateFilterCalculateCalculateSortKeep fields