To automate common tasks, Papo (https://papo.global/) offers the Flows Library, a collection of ready-to-install automation templates. With it, you can quickly implement workflows for lead qualification, satisfaction surveys, customer onboarding, and other routines, without having to create the automation from scratch.
The Flows Library is a powerful resource for accelerating the implementation of automations in your operation. Instead of designing each step of a conversational flow or an internal process, you can choose a pre-built template that already solves a common problem and adapt it to your needs. This saves time, reduces complexity, and allows teams of all skill levels to harness the power of automation.
| Step | Action | Description |
|---|---|---|
| 1. Access | Navigate to the Flows Library | Within the Flows module on the Papo platform, locate 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 flow's structure. |
| 3. Install | Install the flow in your account | With one click, the template is copied to your list of flows. It is installed as inactive by default. |
| 4. Customize and Activate | Edit and publish the flow | Review messages, adjust rules, and when ready, activate the flow to start using it. |
What is the Flows Library?
The Flows Library is a collection of pre-configured automation flows provided by Papo. Think of it as an app store for your automations. Each template in the library is designed to solve a specific business need, such as:
- Lead Qualification: Ask initial questions to filter and prioritize new contacts.
- New Customer Welcome: Send a sequence of messages to guide new customers.
- Satisfaction Survey (CSAT): Automatically send a survey after a support interaction ends.
- Demo Scheduling: Collect information and direct the lead to a salesperson's calendar.
The main benefit is agility. Instead of spending hours building a complex flow, you can install a template in seconds and focus only on fine-tuning, such as customizing message text or defining which team a task will be sent to.
How to Use the Flows Library Step-by-Step
Implementing an automation from a template is a simple and secure process, as the flow only becomes active after you manually enable it.
1. Accessing the Library
Within the Papo Global dashboard, navigate to the Flows module, where you manage all your automations. Look for the option that leads to the Flows Library or a templates section.
2. Browsing and Previewing Templates
In the library, you will find various templates organized by category or use case, such as Sales, Marketing, Support, or Human Resources.
- Browse options: Explore the available templates to find one that fits your needs.
- Preview the flow: Before installing, you can click on a template to see a preview of its structure. This shows all the "nodes" (steps) of the flow, such as messages, conditions, and actions, allowing you to understand exactly what that automation does.
3. Installing a Flow from the Library
Liked a template? The next step is to install it. By clicking the install button, a complete copy of that flow will be added to your list of automations in the Flows module.
An important detail is that, by default, the flow is installed as INACTIVE. This is a security measure to ensure that an automation does not accidentally start running before being configured for your business.
4. Reviewing, Customizing, and Activating
With the flow installed and inactive, you have complete freedom to adjust it.
- Open the newly installed flow in your list of automations.
- Review each node: Read the messages and adjust the text to reflect your brand's voice and policies.
- Configure actions: Check actions such as "create a task in the Projects module," "add a tag to the contact," or "send an email" and configure them as needed.
- Test the flow: If possible, use testing tools to simulate the customer journey.
- Activate the flow: When you are satisfied with the customizations, simply change the flow's status from "Inactive" to "Active." From that moment on, it will be ready to be triggered and automate your tasks.
Who is the Flows Library for?
This resource is especially useful for:
- Companies new to automation: Offers a clear and functional starting point, reducing the learning curve.
- Marketing and Sales Teams: To quickly implement qualification funnels, lead nurturing, and scheduling.
- Customer Support Managers: To standardize processes such as satisfaction surveys and welcome messages.
- Operations that require agility: Allows testing and launching new automations in minutes, rather than days.
- Users without technical knowledge: Simplifies the creation of complex flows, making automation accessible to everyone on the team.
Frequently Asked Questions
What exactly happens after I install a flow from the library?
After installation, a copy of the template is created in your list of automations within the Flows module. It is added with the status "Inactive," meaning it will not perform any actions until you review and manually activate it.
Can I edit a flow I installed from the library?
Yes. Once installed, the flow is yours. You have full control to add, remove, or modify any step (node) of the flow, customizing it completely to your company's needs.
Do flows from the library have any additional cost?
Access to platform features, including the Flows Library, depends on your contracted plan. For detailed information on plans and costs, please consult the official Papo Global website.
Do I need technical knowledge to use the templates?
Advanced technical knowledge is not required. The library was created to simplify the process. However, having a good understanding of the business process you wish to automate will help you make the correct customizations to the template.
Where can I find the Flows Library on the platform?
Generally, the library is located within the main Flows section in the Papo Global menu. Look for a button or tab named "Library," "Templates," or similar.
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