Templates and run pages

Discover and customize pre-built automation templates and run pages.

What are automation templates and run pages?

Templates are packaged and ready-to-use automations. They allow you to start automating your workflows without needing to build anything from scratch.

Run pages are how you can use and access a template in order to run that automation. They contain a selection of preset input fields so you can enter your data, run automations instantly, and receive a preset output.

Each template is tested, optimized, and ready to use, so you can focus on your goals instead of setup. Templates give you immediate access to powerful, no-code workflows that replace hours of manual or technical work.

They help you:

• Automate research, outreach, monitoring, and analysis.

• Get consistent, high-quality results every time.

• Save time and eliminate repetitive tasks.

Whether you’re tracking competitors, enriching leads, summarizing content, or processing reports — templates do the heavy lifting for you.

Where can I find templates?

There are two main places you'll have access to templates:

• Template Gallery: A collection of pre-built automation templates from the CodeWords community.

• My Workflows: Where you'll find all the automations that you've built with CodeWords. After Cody has finished building your automation in the chat, you'll be given a URL that takes you straight to your template's run page. You'll be able to return to those templates in the My Workflows section.

You can find specific automation templates for your use case by using the search bar or picking a preset category tag, for example WhatsApp, Productivity, or Sales.

Templates in both locations allow you to do the following:

• Access the run page: Click to head straight to the template's run page. From here you can run that automation manually.

• Click to Remix: Click Remix to edit or update the template.

• Schedule: Click the template and select Schedule to automatically run the automation at set times.

• Share: Click the template and select Share to share this workflow template with friends, teammates, or to social media.

How to use templates and run pages

1. Explore available templates

Browse the Template Gallery to see pre-built automations for and range of use cases.

For example:

• Lead research and enrichment

• Competitor and content monitoring

• Communication and marketing workflows

• Data organization and analysis

Each template includes clear setup instructions, inputs required, and sample results.

2. Choose your template

Pick a template that fits a real use case in your workflow.

Testing with actual data helps you learn faster and see value immediately.

Accessing a template from the Template Gallery

3. Run the template

Running a template is simple:

1. Click a template.

2. Connect to any required integrations by selecting the integrations dropdown.

3. Fill in your input data according to the required fields.

4. Click Run . You'll be able to see the estimated cost and time it takes to run this automation from the run button.

Your automation will run and deliver your output.

4. Edit a template

If you want to edit a template to better-align with your use case and tech stack, click Edit and describe what you'd like to happen.

For example, these are some edits you might wish to make:

• "Change the output format to a PDF report"

• "Add trend analysis to this workflow"

• "Use Telegram instead of WhatsApp"

Cody updates the automation automatically, so you can customize without needing to update any code.

Editing a template