Using a Template
Discover and customize pre-built automations with the CodeWords Template Gallery. Start fast, edit easily, and turn proven workflows into tailored solutions for your own unique use cases.
What are Templates?
Templates are ready-made automations designed to solve common business problems — from lead generation to data processing, without needing to build anything from scratch. 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.
Step-by-Step: How to Use Templates
1. Explore Available Templates
Browse the Template Gallery to see pre-built automations for:
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 First Template
Pick one that fits a real use case in your workflow. You don’t need to plan everything — testing with actual data helps you learn faster and see value immediately.
3. Run the Template
Running a template is simple:
Click on any template.
Fill in your business or project details.
Hit Run and wait a few seconds for results. Your automation will execute instantly, delivering clean, usable output.
4. Edit a Template
Want to make it your own?
Pick a template close to your needs.
Click Edit Template.
Ask Cody to modify it — for example: “Add competitor analysis to this workflow” or “Change the output format to a PDF report.”
Cody updates the automation automatically, so you can customize without touching code.
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