Start from a real workflow, not a blank automation canvas
These first templates are the shortest path from “we keep doing this manually” to a workflow your team can actually run.
By scenario
By delivery
By difficulty
First launch templates
Finding the right template by problem is faster than browsing by feature name
Problem
Daily reports are scattered across group chat, formatting drifts, and someone still has to compile the summary by hand.
Automation result
Schedule reminders, collect structured updates, generate a clean summary, and send it back to the group or a Feishu doc.
Proof-of-demo
Demo path: show one reminder, three structured replies, and one published summary back to chat or a Feishu doc.
Acceptance path
Acceptance: the reminder lands on time, replies are collected, and the summary reaches the agreed destination.
Best fit
- Team leads
- Project managers
- Remote teams already running on Feishu
Problem
Important tasks live in chat threads and oral handoffs, so follow-up depends on somebody remembering to chase people.
Automation result
Run scheduled reminders, pre-deadline nudges, and overdue escalation so the team keeps a stable execution rhythm.
Proof-of-demo
Demo path: show one task reminder, one pre-deadline nudge, and one overdue escalation against a simple task sheet.
Acceptance path
Acceptance: reminders fire on time, reference the right owner, and follow the agreed escalation rule.
Best fit
- Team leads
- Operators
- Sales or ops teams with recurring tasks
Problem
Qualified leads get buried in messages, copied late into sheets, and often reach the owner too slowly.
Automation result
Extract usable lead fields, write them into a CRM sheet or Bitable, and notify the owner to follow up quickly.
Proof-of-demo
Demo path: forward one structured lead message, write the row into a CRM table, and send the owner alert immediately.
Acceptance path
Acceptance: required lead fields land in the target table and the owner notification is triggered.
Best fit
- Sales teams
- CRM owners
- Private community or inbound lead operators
Need this live faster?
If the environment or integrations are messy, skip the DIY phase
Use the template page to validate the use case first, then move to deployment help when permissions, channels, or launch speed start to matter more than self-setup.