Open Templates & Playbooks and choose Ready-made templates.
- Search by a practical keyword such as quote, onboarding, invoice or event.
- Optionally filter by a trigger such as New lead, Quote sent, New customer or Support resolved.
- Preview the subject and message.
- Choose Use in Compose to apply it immediately, or Save to My Templates to customize it for your organization.
Ready-made templates are static content, so applying them does not require an AI generation request.
Personalization: Keep placeholders such as
{{first_name}} and {{company}} where appropriate, then review the final message before sending.