Top 10 AI Automation Templates You Can Copy-Paste Today
Don't build from scratch. Start with templates that work.
Here are 10 proven AI automation workflows you can copy-paste and customize in minutes.
Template 1: Email Auto-Responder
Use Case: Auto-respond to customer emails with AI-drafted replies
Time Saved: 10 hours/week
Workflow:
Gmail Trigger (new email)
↓
AI: Classify email (support/sales/general)
↓
AI: Sentiment analysis
↓
AI: Draft response
↓
Send to Slack for review
Prompt for Response Draft:
Draft a professional response to this customer email.
Original Email:
From: {email.from}
Subject: {email.subject}
Body: {email.body}
Category: {category}
Sentiment: {sentiment}
Instructions:
- Professional but warm tone
- Address their main question
- 100-150 words
- Sign as "[Your Name], [Title]"
- If information is missing, ask clarifying questions
Draft:
Customization Options:
- Change tone (formal/casual/technical)
- Add company-specific info
- Include FAQ links
- Add signature with contact info
Template 2: Social Media Content Generator
Use Case: Turn blog posts into multi-platform social content
Time Saved: 8 hours/week
Workflow:
Input: Blog post URL
↓
[Parallel Execution]
├─ AI: Generate Twitter thread (280 chars × 5 tweets)
├─ AI: Generate LinkedIn post (1300 chars)
├─ AI: Generate Instagram caption (2200 chars)
└─ AI: Generate Facebook post (800 chars)
↓
Consolidate all outputs
↓
Send to Notion for review
Twitter Thread Prompt:
Convert this blog post into a Twitter thread (5 tweets).
Blog Post: {blog_url}
Content: {blog_content}
Requirements:
- Tweet 1: Hook (grab attention)
- Tweets 2-4: Key points (one per tweet)
- Tweet 5: CTA + link to blog
Each tweet:
- Max 280 characters
- Conversational tone
- Include 1-2 relevant emoji
- Add hashtags to final tweet
Thread:
LinkedIn Post Prompt:
Create a LinkedIn post from this blog content.
Blog: {blog_content}
Requirements:
- Professional tone
- 1300 characters max
- Start with hook
- 3-4 key insights
- End with question for engagement
- Include relevant hashtags (3-5)
Post:
Template 3: Meeting Notes Summarizer
Use Case: Auto-generate meeting summaries and action items
Time Saved: 5 hours/week
Workflow:
Meeting recording (from Zoom/Google Meet)
↓
AI: Transcribe audio
↓
AI: Extract key points
↓
AI: Identify action items
↓
AI: Assign owners (if mentioned)
↓
Send summary via email
↓
Create tasks in project management tool
Summary Prompt:
Summarize this meeting transcript.
Transcript: {transcript}
Meeting: {meeting_title}
Date: {date}
Create:
1. Executive Summary (3-4 sentences)
2. Key Discussion Points (bullet points)
3. Decisions Made (what was decided?)
4. Action Items (who does what by when?)
5. Next Steps
Format as markdown.
Action Items Extraction Prompt:
Extract action items from this meeting.
Transcript: {transcript}
For each action item, identify:
- Task description
- Assigned to (person's name)
- Due date (if mentioned)
- Priority (inferred from context)
Return as JSON array:
[
{
"task": "...",
"owner": "...",
"due": "...",
"priority": "high|medium|low"
}
]
Template 4: Lead Qualification System
Use Case: Auto-qualify inbound leads from contact forms
Time Saved: 6 hours/week
Workflow:
Form submission (from website)
↓
AI: Analyze submission
↓
AI: Score lead (0-100)
↓
AI: Categorize (hot/warm/cold)
↓
AI: Research company (web scraping)
↓
AI: Draft personalized outreach
↓
Route to appropriate salesperson
↓
Update CRM with details
Lead Scoring Prompt:
Score this lead based on submission data.
Form Data:
Company: {company}
Role: {role}
Company Size: {size}
Budget: {budget}
Timeline: {timeline}
Pain Points: {pain_points}
Scoring Criteria:
- Decision maker role: +30 points
- Budget >$10K: +25 points
- Timeline <3 months: +20 points
- Company size >50: +15 points
- Pain points align with product: +10 points
Return JSON:
{
"score": 0-100,
"category": "hot|warm|cold",
"reasoning": "...",
"next_action": "..."
}
Template 5: Content Idea Generator
Use Case: Generate 30 days of content ideas in 5 minutes
Time Saved: 4 hours/week
Workflow:
Input: Industry + Target audience
↓
AI: Research trending topics
↓
AI: Generate 30 content ideas
↓
For each idea:
├─ AI: Create outline
├─ AI: Suggest headline variations
└─ AI: Recommend format (blog/video/infographic)
↓
Export to content calendar
Content Ideas Prompt:
Generate 30 content ideas for our audience.
Industry: {industry}
Target Audience: {audience}
Goal: {goal}
For each idea:
1. Title (compelling headline)
2. Format (blog/video/infographic/podcast)
3. Brief outline (3-5 key points)
4. Target keyword
5. Estimated engagement (high/medium/low)
Mix content types:
- 40% educational
- 30% how-to/tutorial
- 20% case studies/examples
- 10% opinion/thought leadership
Generate 30 ideas:
Template 6: Invoice Processing Automation
Use Case: Extract data from invoices and update accounting
Time Saved: 5 hours/week
Workflow:
Email with invoice attachment
↓
AI: Extract invoice data (OCR + NLP)
- Vendor name
- Invoice number
- Date
- Amount
- Line items
↓
AI: Validate extracted data
↓
AI: Match with purchase orders
↓
Update accounting software
↓
Alert if requires approval (>$threshold)
Invoice Extraction Prompt:
Extract structured data from this invoice.
Invoice Image/PDF: {invoice_file}
Extract:
{
"vendor": "...",
"invoice_number": "...",
"date": "YYYY-MM-DD",
"due_date": "YYYY-MM-DD",
"total_amount": 0.00,
"currency": "USD",
"line_items": [
{
"description": "...",
"quantity": 0,
"unit_price": 0.00,
"total": 0.00
}
],
"payment_terms": "...",
"notes": "..."
}
Validate numbers add up correctly.
Flag any discrepancies.
Template 7: Customer Feedback Analyzer
Use Case: Auto-analyze customer feedback and extract insights
Time Saved: 4 hours/week
Workflow:
Customer feedback (survey/email/review)
↓
[Parallel Execution]
├─ AI: Sentiment analysis
├─ AI: Topic extraction
├─ AI: Priority classification
└─ AI: Suggested actions
↓
Aggregate insights
↓
Generate weekly report
↓
Create tickets for urgent issues
Feedback Analysis Prompt:
Analyze this customer feedback.
Feedback: {feedback_text}
Customer: {customer_name}
Source: {source}
Analyze:
1. Sentiment (very negative | negative | neutral | positive | very positive)
2. Topics mentioned (product/support/pricing/features/etc)
3. Urgency (low|medium|high|critical)
4. Suggested action (what should we do?)
5. Root cause (if complaint)
Return JSON:
{
"sentiment": "...",
"sentiment_score": -1 to 1,
"topics": ["..."],
"urgency": "...",
"action": "...",
"root_cause": "..."
}
Template 8: Blog Post → Newsletter
Use Case: Turn blog posts into email newsletter automatically
Time Saved: 3 hours/week
Workflow:
New blog post published
↓
AI: Summarize blog post
↓
AI: Extract key quotes
↓
AI: Generate email subject lines (5 variations)
↓
AI: Write newsletter (email-friendly format)
↓
Add to email marketing tool (draft)
↓
Send notification for review
Newsletter Generation Prompt:
Convert this blog post into an email newsletter.
Blog Post:
Title: {title}
Content: {content}
URL: {url}
Newsletter Requirements:
- Subject line: Compelling, 50 chars max
- Preview text: 100 chars
- Opening: Hook in first sentence
- Body:
* Summarize key points (3-4)
* Include 1-2 quotes from post
* CTA to read full post
- Length: 200-300 words
- Tone: Conversational but professional
Generate:
1. Subject line (3 variations)
2. Preview text
3. Newsletter body (with HTML formatting)
Template 9: Research Assistant
Use Case: Automated research and report generation
Time Saved: 6 hours/week
Workflow:
Input: Research topic
↓
AI: Generate search queries
↓
Web scraping: Top 20 results
↓
[Parallel Execution]
├─ AI: Summarize each source
├─ AI: Extract key data points
├─ AI: Identify trends
└─ AI: Find contradictions
↓
AI: Synthesize findings
↓
AI: Generate report with citations
↓
Export as PDF + Send via email
Research Synthesis Prompt:
Create a research report from these sources.
Topic: {research_topic}
Sources: {sources_array}
Report Structure:
1. Executive Summary (200 words)
2. Key Findings (bullet points)
3. Detailed Analysis
- Trend 1
- Trend 2
- Trend 3
4. Data Points (charts/tables)
5. Contradictions/Gaps
6. Conclusions
7. Recommendations
8. References (with links)
Use data from sources.
Cite properly.
Highlight uncertainties.
Template 10: Product Description Generator
Use Case: Generate product descriptions for e-commerce
Time Saved: 8 hours/week
Workflow:
Input: Product details (name, specs, images)
↓
[Parallel Execution]
├─ AI: Short description (50 words)
├─ AI: Long description (200 words)
├─ AI: SEO meta description (155 chars)
├─ AI: Bullet points (5-7 features)
├─ AI: Benefits statement
└─ AI: Related keywords
↓
Compile all descriptions
↓
Update e-commerce platform
Product Description Prompt:
Generate product descriptions for e-commerce.
Product Details:
Name: {product_name}
Category: {category}
Specs: {specifications}
Target Audience: {audience}
Price Point: {price}
USPs: {unique_selling_points}
Generate:
1. Short Description (50 words)
- Catchy, benefit-focused
- Include main USP
2. Long Description (200 words)
- Features + Benefits
- Tell a story
- Address pain points
- CTA at end
3. Bullet Points (5-7)
- Key features
- Each starts with benefit
4. Meta Description (155 chars)
- SEO optimized
- Include target keyword
5. Keywords (10)
- Relevant for SEO
How to Use These Templates
Step 1: Choose Template
Pick based on:
- Your biggest time sink
- Highest impact on business
- Easiest to implement first
Step 2: Customize
Adjust:
- Prompts (add your style/tone)
- Integrations (your specific tools)
- Thresholds (priority levels, budgets)
- Notifications (Slack/email/SMS)
Step 3: Test
Test with:
- Sample data first
- Real data (small batch)
- Edge cases
- Error scenarios
Step 4: Deploy
Gradually:
- Week 1: Monitor closely
- Week 2: Adjust based on results
- Week 3: Scale up volume
- Week 4: Set and monitor
Step 5: Optimize
Monthly review:
- What's working?
- What's not?
- How to improve?
- New use cases?
Template Combinations
Powerful combinations:
Combo 1: Content Creation Stack
- Template 2 (Social media)
- Template 5 (Content ideas)
- Template 8 (Newsletter)
Result: Complete content workflow
Combo 2: Customer Support Stack
- Template 1 (Email responder)
- Template 7 (Feedback analyzer)
- Template 3 (Meeting notes)
Result: Full support automation
Combo 3: Sales Stack
- Template 4 (Lead qualification)
- Template 9 (Research assistant)
- Template 1 (Email outreach)
Result: Automated sales pipeline
Free Template Library
Download all 10 templates:
Includes:
- Copy-paste workflows
- Prompt libraries
- Integration guides
- Video tutorials
Harjot Rana is the founder of Orchastra. These templates are used by 100+ businesses to save 20+ hours/week.