Automation Folders & Templates
Last updated: April 30, 2026
As your automations library grows, it's easy to end up with dozens of workflows competing for attention in the sidebar. Folders keep things organized. Templates give you tested starting points for common plays so you're never building from scratch.
Folders
Folders group related automations together in the sidebar — by campaign, by workflow stage, by team, or however you like to organize.
Creating a folder
From the Automations page sidebar, create a new folder and give it a name. You can create folders at any time, before or after creating the automations that go in them.
Moving automations into a folder
Every automation card has a Move option in its dropdown menu. Use it to move an automation into an existing folder or into a new one.
If you're creating a brand-new automation, you can also pick a folder during creation — the folder selector appears in the automation drawer.
Renaming and deleting folders
Open the folder's menu to rename or delete it.
When you delete a folder, its automations are not deleted — they're moved back to the default (unfoldered) view. You'll see a confirmation dialog explaining this before the folder is removed.
Good ways to organize
By lifecycle stage:"Onboarding", "Active creators", "Re-engagement", "Offboarding"
By campaign: "Spring Launch 2025", "Holiday Gifting", "Always-on UGC"
By owner: "Creator Ops", "Performance Marketing"
By status: "Live", "Drafting", "Archived ideas"
Templates
When you create a new automation, you can start from scratch or start from a template. Templates are pre-built automations covering common playbooks — things like "approve creators from a Discovery list", "send a welcome flow to new applicants", or "remind creators with overdue deliverables".
Using a template
When you open the New Automation flow, you'll see the template picker organized by category. Pick a template and it will open pre-populated with the trigger, filters, and actions already configured. From there you can:
Adjust the trigger filters for your specific SuperBriefs, lists, or programs
Rewrite the email and DM copy to match your brand voice
Add, remove, or reorder steps
Templates are a starting point, not a final answer — treat them as a scaffold and customize freely.
Why templates help
You don't have to remember which trigger want
Common pitfalls (missing filters, wrong status values) are already handled
You can ship an automation faster and iterate from a working baseline
Tips
Name folders consistently. Prefixing by stage ("01 Onboarding", "02 Active") keeps them sorted predictably even without manual reordering.
Don't over-fold too early. If you only have a handful of automations, the default flat view is faster. Folders earn their keep around 10+ automations.
Archive instead of delete. If you're not sure whether you'll need an automation again, archive it rather than deleting — you can always unarchive later.