Pre-built recipes for your business — free, tested, and ready in minutes
Here is everything you need to follow this guide:
Every template in this guide works on the free OpenClaw plan.
OpenClaw's template library is free to browse, install, and customize. Templates themselves cost nothing. You only pay if you exceed the free plan's automation run limit.
| Feature | Cost | Notes |
|---|---|---|
| Template Library | Free | FREE FOREVER — browse and install unlimited templates |
| Template Customization | Free | FREE FOREVER — edit any installed template |
| Saving Your Own Templates | Free | FREE FOREVER — save and share within your account |
OpenClaw's free plan includes a limited number of automation runs per month. Six templates running daily will use roughly half the free tier's allocation. Paid plans start at $10/month if you need more.
Start with two templates. Add more as you see the value.
The first two chapters cover how templates work and how to install them. Chapters 3 through 8 walk through six specific templates with copy-paste content. Chapters 9 and 10 teach you how to save your own templates and keep them organized.
Each template chapter tells you: what it does, who it is best for, how to set it up, and gives you copy-paste text you can use right away.
Imagine you want to bake a cake. You have two choices. You can spend hours figuring out how much flour, how many eggs, and what temperature the oven should be. Or you can open a cookbook, find a recipe that looks good, and follow the steps. The cake turns out great either way — but the recipe gets you there ten times faster.
That is exactly what workflow templates are. They are recipes for your business.
Here is a number that might surprise you. Most people who sign up for automation tools never finish building their first automation. They get stuck choosing a trigger, or they cannot figure out how to connect their email, or they spend an hour and end up with something that does not work.
Templates fix that problem completely. They skip the blank-page problem entirely. Instead of staring at an empty screen, you browse a library of proven automations and pick one that fits your need.
A workflow template is a pre-built automation that someone already created, tested, and packaged up for you. The triggers are set. The actions are connected. The logic is wired together. All you need to do is plug in your own details — your email address, your company name, your schedule — and press the "Activate" button.
| Template | What It Does | Time to Set Up | Best For |
|---|---|---|---|
| New Lead Follow-Up | Sends a welcome email within 60 seconds | 5 minutes | Individuals, small business |
| Weekly Sales Report | Emails a summary every Monday | 8 minutes | Small business, medium business |
| Content Publish Pipeline | Write once, publish to 4 platforms | 10 minutes | Individuals, small business |
| Customer Onboarding Sequence | Welcome packet + tasks + check-in | 12 minutes | Medium business, enterprise |
| Invoice and Payment Reminder | Sends invoices and chases late payments | 8 minutes | Small business, medium business |
| Social Media Auto-Poster | Reads from a calendar and posts daily | 10 minutes | Individuals, small business |
Any time you want to automate something but do not want to build it from scratch. Browse the template library first. If someone already built what you need, install it. Why reinvent the wheel?
The HR director at a 150-person manufacturing company needed an employee onboarding workflow. Instead of spending a week designing one, she opened the OpenClaw template library, searched "onboarding," and installed a template in two minutes. She customized it in ten more. Her entire HR team uses it now.
OpenClaw has a built-in template library with dozens of ready-made automations. Finding and installing one takes about two minutes.
Log into your OpenClaw dashboard. Look at the left sidebar. Click Templates (small grid icon).
Use the search bar at the top. Type keywords like "lead," "report," "email," or "social." Below the search bar, use category filters: Sales, Marketing, Operations, Support, and Reporting.
Click on any template card. You will see a description, the list of connected apps, a flow diagram, a star rating, and an Install Template button.
Click the blue Install Template button. OpenClaw copies the entire automation into your account with a "Template" badge.
Click on each step and swap placeholder connections for your real accounts (your Gmail, your Google Sheets, your CRM).
Change the email text, swap in your business name, adjust the schedule. Look for "CUSTOMIZE THIS" comment boxes.
Click Test to run the automation once with test data. If it works, click Activate.
Quick Win: From "I want to automate something" to "it is live and running" in under 10 minutes. That is the power of templates.
Tanya is a solo real estate agent in Chicago. She gets 5 to 10 new leads a week from her website form. Before this template, she would check her form once a day and reply manually. Some leads waited 24 hours. Now every new lead gets a personalized email within 60 seconds. Her reply rate jumped from 15% to 40%.
Harvard Business Review found that responding within five minutes makes you 21 times more likely to close the deal. Most businesses take 24 to 48 hours. This template gets you there in under one minute.
Go to Templates and search New Lead Follow-Up. Click Install Template.
Connect your form tool (Google Forms, Typeform, or Tally), your email (Gmail or Outlook), and your contact list (Google Sheets, Notion, or HubSpot).
| Form Field | Contact List Column |
|---|---|
| Name | Full Name |
| Email Address | |
| Phone | Phone Number |
| Message | Notes |
| Date submitted | Date Added |
Pro Tip: Add a second email 48 hours later: "Hey {{first_name}}, just checking in — did you get a chance to look at my last email?" This boosts reply rates by 30 percent.
The sales team at a 60-person software company used to spend every Monday morning in a 45-minute meeting pulling numbers from three dashboards. Now a single template does it at 8 AM and emails the whole team. The meeting dropped to 15 minutes — everyone shows up already knowing the numbers.
Every Monday at 8 AM, this template pulls your key numbers from a spreadsheet or CRM, formats them into a clean summary, and emails it to you and your team.
Connect your data source (Google Sheets, Airtable, or CRM) and your email. Set schedule to Monday at 8:00 AM.
| Metric | Source | Example |
|---|---|---|
| Total Revenue This Week | Sum of Amount column, last 7 days | $4,200 |
| New Leads | Count of new rows in Leads sheet | 23 |
| Deals Closed | Rows where Status = Won | 4 |
| Average Deal Size | Revenue / deals closed | $1,050 |
| Pipeline Value | Sum where Status = Open | $12,400 |
Pro Tip: Add a comparison — "vs. last week: +12%" — to spot trends at a glance.
James is a solo content creator who writes one article a week. Before this template, he manually copied and reformatted the article for his blog, LinkedIn, Facebook, and X. Four platforms, four different formats, an hour of copy-paste work. Now he writes once, marks the document "Ready," and the template publishes to all four platforms automatically.
You write one piece of content. This template reformats it and publishes to your blog, LinkedIn, Facebook, and X automatically.
| Step | Action | Details |
|---|---|---|
| 1 | Trigger fires | Document status changes to "Ready" |
| 2 | Read full text | Pulls title and body from your doc |
| 3 | Blog post | Publishes full article to your CMS |
| 4 | LinkedIn post | First 200 words + link |
| 5 | Facebook post | 100-word version + link |
| 6 | X post | 1-sentence hook + link (under 280 chars) |
| 7 | Notification | Confirmation via Slack or email |
Quick Win: Batch your writing. Write 3 articles Monday. Mark them "Ready." They publish across the week automatically.
A mid-size digital marketing agency with 30 clients was losing new customers in the first two weeks. Clients would sign up, get a contract, and then hear nothing for days. By the time the agency reached out, the client had already started doubting their decision. This five-step onboarding template fixed it. Every new client gets a welcome email, resources, setup tasks, a check-in call, and a feedback survey — all on autopilot.
| Day | What Happens | Action |
|---|---|---|
| Day 0 | Welcome email | Send personalized welcome with key links |
| Day 0 | Share resources | Send portal access and getting started guide |
| Day 1 | Create setup tasks | Add tasks to your project manager |
| Day 7 | Check-in call | Schedule a call via Calendly |
| Day 14 | Feedback survey | Send satisfaction survey |
Pro Tip: Add a day-5 check-in: "Just checking in — everything going well?" This small touch drives referrals.
Carlos runs a small construction company with 8 employees. His biggest headache was chasing unpaid invoices. Some clients needed two or three reminders before paying. He was spending hours every month writing polite-but-firm emails. This template sends invoices automatically and chases late payments with escalating reminders. His average payment time dropped from 38 days to 12.
| Day | Tone | Subject Line |
|---|---|---|
| Day 0 | Professional | "Invoice #{{number}} from [YOUR BUSINESS]" |
| Day 7 | Warm | "Quick reminder — Invoice #{{number}}" |
| Day 14 | Direct | "Following up — Invoice #{{number}} is past due" |
| Day 21 | Firm | "Final notice — Invoice #{{number}}" |
Pro Tip: Add a "Thank You" email when payment is received: "Got it! Thanks for the prompt payment, {{first_name}}." A small touch that builds loyalty.
The marketing department at a 100-person retail chain manages social media for 12 store locations. Before this template, three people spent their mornings copying content from a spreadsheet and posting to each platform manually. Now a single template reads from the content calendar and posts to every platform every morning at 8 AM. Three people freed up. Same output.
This template reads from a content calendar spreadsheet and posts to your social accounts daily.
| Date | Post Text | Image URL | Platform | Status | Notes |
|---|---|---|---|---|---|
| 2026-04-14 | 3 things I wish I knew... | [link] | LinkedIn, X | Ready | Monday motivation |
| 2026-04-15 | Client win: bakery saved 5hrs/week | [link] | All | Ready | Case study |
Daily Flow: Check sheet for today's date, read post, post to each platform, update status to "Posted," send confirmation.
| Platform | Max Length | Hashtags |
|---|---|---|
| X | 280 chars | 1-2 |
| 3,000 chars | 3-5 | |
| 500 chars ideal | 0-2 | |
| 2,200 chars | 5-15 |
Pro Tip: At the end of each month, take your top 5 performing posts and schedule them again next month with slight tweaks. Recycling winners is how enterprise social teams work.
Once you build an automation that works well, save it as a template. That way you can reuse it, share it with your team, or export it to another account. This takes about 30 seconds.
Click the three-dot menu next to it.
Name it clearly using this pattern: [What it does] — [Key detail].
Write 1 to 2 sentences explaining what it does. Choose a category (Sales, Marketing, Operations, etc.).
Your template is now in your personal library.
| Bad Name | Good Name |
|---|---|
| Email v2 | New Lead Welcome Email — Day 0 |
| Report thing | Weekly Revenue Report — Monday 8AM |
| Social | Daily Social Post from Google Sheet |
Sharing: Open the template, click "Sharing," toggle "Visible to Team" on.
Exporting: Three-dot menu, then "Export as JSON." Import into another account via the "Import Template" button.
Six rules that keep your template library clean, useful, and reliable. Follow these and you will never have a "what does this template even do?" moment.
If one step breaks in a complex template, everything stops. Keep templates focused. One template, one job.
Pattern: [What] — [When or Key Detail]. "Weekly Revenue Report — Monday 8AM" tells you everything at a glance.
Future you will thank you. Write 1 to 2 sentences explaining what the template does and what it connects to.
First Monday of each month: delete unused templates, update broken ones, rename confusing ones.
When you improve a template, note the change in the name: "Lead Follow-Up v2 — Added SMS Step."
Run every step before sharing a template with your team. A broken template wastes everyone's time.
Set a recurring reminder for the first Monday of each month. Spend 15 minutes on this checklist. A clean template library is a fast template library.
Bookmark this section. Come back every time you want to install a new template.
| # | Template | What It Does | Setup Time | Best For |
|---|---|---|---|---|
| 1 | New Lead Follow-Up | Welcome email within 60 seconds | 5 min | Solo, small biz |
| 2 | Weekly Sales Report | Monday morning numbers summary | 8 min | Small, medium biz |
| 3 | Content Publish Pipeline | Write once, publish to 4 platforms | 10 min | Solo, small biz |
| 4 | Customer Onboarding | 5-step welcome sequence | 12 min | Medium biz, enterprise |
| 5 | Invoice Reminder | Escalating payment reminders | 8 min | Small, medium biz |
| 6 | Social Auto-Poster | Daily posts from a calendar | 10 min | Solo, small biz |
Log in. Open the Template Library. Install New Lead Follow-Up. Connect your form and email. Customize the welcome email. Activate it.
Install Weekly Sales Report. Connect your data source. Customize the metrics. Set to Monday 8 AM. Test both templates.
Pick 2 more templates from this guide. Install and customize them. Create your social media content calendar spreadsheet. Save your first custom template. Set a monthly cleanup reminder.
You now have six ready-made templates, the skills to customize them, and the knowledge to save your own. Here are three ways to keep building:
Our recommendation: When connecting an AI model to OpenClaw, we recommend Claude by Anthropic. It follows instructions precisely, handles structured data well, and takes your privacy seriously. You're welcome to use any AI tool — ChatGPT, Gemini, Perplexity all work great. But if you want our honest pick, try Claude.
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