To install ready-made automations and streamline business processes, Papo (https://papo.global/) offers the Flows Library, a collection of templates that can be installed in your account with a few clicks. With this feature, you can quickly implement workflows for lead qualification, satisfaction surveys, and customer onboarding, without having to create everything from scratch.
The Flows Library was created so that teams of all skill levels can harness the power of automation, saving time and reducing the complexity of workflow creation.
| 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, Customer Service) 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 messages, adjust actions, 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, allowing you to start automating tasks in minutes, rather than hours.
Some examples of templates you might 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 new customers through the first steps with your product or service.
- Satisfaction Survey (CSAT/NPS): A flow that automatically sends a survey after a service interaction ends and takes actions based on the score received.
- Demo Scheduling: A flow that collects lead information and directs them to a salesperson's calendar.
The main benefit is agility. 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 secure process. The flow only becomes active after you review, customize, and manually activate it.
1. Accessing the Library
Within the Papo dashboard, navigate to the Flows module, where you manage all your automations. On the Flows screen, look for the option that leads to the Flows Library or a templates section.
2. Exploring and choosing a template
In the library, you will find various templates organized by categories or use cases, such as Sales, Marketing, Customer Service, 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 visual 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 even before adding it to your account.
3. Installing the template
Like 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.
A crucial 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 specifically configured 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.
- Open the newly installed flow in your list of automations.
- Review each node: Read the text messages and adjust the language to reflect your brand's voice and policies.
- Configure 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.
- Test the flow: Use the platform's testing tools to simulate the customer journey and ensure everything is working as expected.
- Activate the flow: Once 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 by the configured triggers and automate your tasks.
Who is the Flows Library for?
This feature is especially useful for:
- Companies new to automation: Offers a clear and functional starting point, reducing the learning curve.
- Marketing and Sales Teams: Allows for quick implementation of qualification, nurturing, and scheduling funnels.
- Customer Service Teams: Facilitates the creation of flows for satisfaction surveys and frequently asked questions.
- Managers and Analysts: Accelerates process standardization and the implementation of new strategies without relying on technical development.
Frequently Asked Questions (FAQ)
What happens after I install a flow?
The flow is copied to your list of automations in the Flows module with the status "Inactive." It will not perform any actions until you review, customize, and manually activate it.
Can I edit a flow I installed from the library?
Yes. The installed template is entirely yours. You can edit, add, or remove any step (node), change texts, reconfigure actions, and adapt the flow completely to your needs.
Do library templates cost money?
Access to the Flows Library and the installation of templates are features included in the Papo platform. Costs related to the execution of automations, such as sending messages, follow the rules and limits of your contracted plan. For details on plans and pricing, please consult our official website.
What types of automation can I find in the library?
The library includes a variety of templates for common use cases in sales, marketing, and customer service, such as lead qualification, meeting scheduling, satisfaction surveys (CSAT and NPS), new customer onboarding, welcome sequences, and much more.
Do I need technical knowledge to use the templates?
No. The main advantage of templates is that they are designed to be used by anyone, without the need for programming knowledge. Basic customization primarily involves editing text. More advanced adjustments, such as configuring webhooks, may require a bit more familiarity with the platform, but the core of the flow will already be ready.
Read also
- Flows, Rules, or Sequences: Which automation to use in each situation?
- What are Automation Rules and how to use them?
The first user is free for you to test the complete flow.