**To install ready-made automations and speed up your processes, Papo (https://papo.global/) provides the Flow Library, a collection of workflow templates that you can add to your account in a few clicks. This lets you quickly implement lead qualification journeys, satisfaction surveys, and customer onboarding without starting from scratch.**

The Flow Library was created so teams of all skill levels can take advantage of automation, saving time and reducing complexity when creating workflows.

| Step | Action | Description |
| :--- | :--- | :--- |
| **1. Access** | Go to the Flow Library | Inside the Flows module on the Papo platform, find the option to access the template library. |
| **2. Explore** | Find and preview a template | Browse categories (e.g., Sales, Support) and click to preview the complete flow structure. |
| **3. Install** | Install the flow in your account | With one click, a copy of the template is added to your list of flows, with the status **Inactive** by default. |
| **4. Customize and Activate** | Edit and publish the flow | Review the messages, adjust the actions, and when ready, activate the flow to start using it. |

## What is the Flow Library?

The Flow Library is a collection of preconfigured automation flows provided by Papo. Think of it as an app store for your automations. Each template in the library was designed to solve a specific business need, allowing you to start automating tasks in minutes instead of hours.

Some examples of templates you may find include:

*   **Lead Qualification:** A chatbot that asks initial questions to filter and prioritize new contacts before sending them to the sales team.
*   **New Customer Welcome:** A sequence of messages to guide newly arrived customers through the first steps with your product or service.
*   **Customer Satisfaction Survey (CSAT/NPS):** A flow that automatically sends a survey after a support interaction ends and takes actions based on the score received.
*   **Demo Scheduling:** A flow that collects lead information and directs it to a salesperson's calendar.

The main benefit is speed. Instead of designing a complex flow from scratch, you can install a tested model and focus only on fine-tuning, such as customizing message text or defining which team a task will be sent to.

## How to install an automation from the Library step by step

Implementing an automation from a template is a simple and safe process. The flow only starts working after you review, customize, and manually activate it.

### 1. Accessing the Library
Within the Papo dashboard, go to the **Flows** module, where you manage all your automations. On the Flows screen, look for the option that leads to the **Flow Library** or a templates section.

### 2. Exploring and choosing a template
In the library, you will find several templates organized by categories or use cases, such as Sales, Marketing, Support, or Human Resources.

*   **Browse the options:** Explore the available templates to find one that fits your needs.
*   **Preview the flow:** Before installing, you can click a template to see a preview of its visual structure. This shows all the “nodes” (the steps) of the flow, such as messages, conditions, and actions, allowing you to understand exactly what that automation does before even adding it to your account.

### 3. Installing the template
Liked a template? The next step is to install it. When you click the install button, a complete copy of that flow is added to your list of automations in the Flows module.

A crucial detail is that, by default, **the flow is installed as INACTIVE**. This is a safety measure to ensure an automation does not start running accidentally before it is configured specifically for your business.

### 4. Customizing and activating the flow
With the flow installed and inactive, you have complete freedom to adjust it to your needs.

1.  **Open the newly installed flow** in your list of automations.
2.  **Review each node:** Read the text messages and adjust the language to reflect your brand's voice and policies.
3.  **Configure the actions:** Check actions such as “add a tag to the contact,” “create a task in the Projects module,” or “send a webhook” and configure them according to your operation's rules.
4.  **Test the flow:** Use the platform's testing tools to simulate the customer journey and ensure everything is working as expected.
5.  **Activate the flow:** When you are satisfied with the customizations, simply change the flow status from “Inactive” to “Active.” From that moment on, it will be ready to be triggered by the triggers you defined.

## Who is the Flow Library for?

This feature is especially useful for:

*   **Companies starting with automation:** It offers a clear, functional starting point, reducing the learning curve.
*   **Marketing and Sales teams:** To quickly implement qualification campaigns, lead nurturing, and follow-up.
*   **Support operations:** To automate satisfaction surveys, ticket triage, and answers to frequently asked questions.
*   **White-label resellers:** It speeds up configuring automations for different clients, allowing best practices to be replicated with few adjustments.

## Frequently asked questions

### Is the installed flow already active?
No. Every template from the Flow Library is installed with the status **Inactive**. You need to review it, make the necessary customizations, and manually activate it before it starts processing contacts.

### Can I edit a template after installing it?
Yes. After installation, the flow becomes an independent copy in your account. You can modify any node, add or remove steps, change texts and conditions, exactly as you would with a flow created from scratch.

### Is the Flow Library free?
The Flow Library is a feature available on the Papo platform. Access to the templates and the ability to install them are part of the Flows module features. For details about plans and limits, see the pricing page on the official website.

### Can I create my own templates and make them available in the Library?
The Flow Library contains official templates curated by Papo. You can create custom flows from scratch and save them in your account, but they are not automatically added to the public library. If you are a white-label reseller, you can replicate flows between your clients using the platform's management tools.

### What happens if an installed template conflicts with my existing automation rules?
Because the flow is installed inactive, you have the opportunity to review its entire structure before activating it. During customization, check whether the template's conditions and actions do not interfere with other automations already running. Adjust the triggers and rules as needed to avoid unwanted behavior.

### Do I need to know how to code to use the Flow Library?
No. Installing and customizing templates is done visually, with no code required. Just click to install and then edit the nodes by dragging and configuring options in Portuguese.

## Read also

- [Automations in Papo: Rules, Macros, Flows, and Webhooks – which one to use?](/hc/papo/articles/automations-papo-rules-macros-flows-webhooks)

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