Workflow Templates

54 ready-to-use templates for common automation tasks. Pick a template, configure your folders, and you're done.

Get Started Instantly

Use pre-configured templates for common tasks. Pick a template, set your folder - done!

Template Categories

Templates are organized into categories based on their purpose.

Organization

Sort downloads, clean desktop, organize screenshots, manage email attachments.

Media

Organize photos, convert images between formats, process screenshots.

PDF Processing

Convert and optimize PDF documents, extract text, merge files.

Documents

Convert and manage documents, create backups, archive old files.

Backup

Automatic backups, archive creation, secure file synchronization.

Development

Clean logs, clear caches, manage build artifacts, organize source files.

Advanced

Shortcut integration, webhooks, email notifications, SFTP uploads, pattern scanning.

Browse Templates

The template browser shows all available templates with descriptions and previews.

Organization Templates

Organization

Download sorter, desktop cleaner, permissions fixer, and more

Advanced Templates

Advanced

SFTP upload, webhooks, email notifications, client deliverables

Using a Template

Select a template to see its triggers and actions. Click "Use Template" to create a workflow.

Preview Template

See triggers, conditions, and actions before using

Detailed View

Full description with all configuration options

Organization Templates

Keep your files organized automatically.

Download Sorter

Automatically sorts downloaded files by type into subfolders (Documents, Images, Archives, etc.).

File Type Trigger

Download Organizer PRO

Sorts downloads by type AND date with error handling. Creates monthly folders.

Compound Trigger

Desktop Cleaner

Moves files older than 7 days from Desktop to an archive folder.

File Age Trigger

Screenshot Organizer

Organizes screenshots by date into monthly folders automatically.

Filename Trigger

Permissions Fixer

Sets secure permissions for shared files automatically.

Set Permissions

Email Attachment Sorter

Automatically sorts downloaded email attachments by file type.

File Type Trigger

Advanced Templates

Powerful automation with network integration.

SFTP Upload

Automatically uploads files to an SFTP server when they appear in a folder.

Network

Email Notification

Sends emails with file attachments for new documents.

SMTP

Webhook Notification

Sends HTTP webhook for new files (e.g., Slack, Discord, Teams).

HTTP

Pattern Scanner

Scans documents for patterns and extracts matching content.

Regex

Shortcut Integration

Runs a macOS Shortcut after file processing.

Shortcuts.app

Client Deliverables Packager

Complete delivery pipeline: archives, uploads to SFTP, sends email notification.

Enterprise

Create Your Own Workflows

Templates are just the beginning. Create custom workflows with the visual designer or the step-by-step assistant.

Try the Workflow Assistant Explore Triggers & Actions