Templates come with all nodes pre-configured and connected. After applying a template, you just need to adjust the specific settings for your integrations (e.g., which Shopify store to connect to, which AI prompt to use).
Browsing Templates
Navigate to Automations and click Templates to open the template library.Search
Use the search bar to find templates by name, description, or tags. For example, searching for “Shopify” shows all templates that involve Shopify integration.Filter by Category
Templates are organized into five categories:Exports
Backups, reports, and publishing to sales channels. Includes weekly backups, monthly accounting reports, and multi-channel publishing.
Data Sync
Platform migrations and integrations. Includes supplier imports, Magento-to-Shopify migrations, and bidirectional syncs.
AI Content
Generate descriptions, translations, and SEO content. Includes content generation for new products, SEO optimization, and multi-language translation.
Data Cleanup
Pricing, inventory, and data quality. Includes sale setup, price adjustments, post-import cleanup, and bulk category assignment.
Notifications
Alerts, reports, and integrations. Includes import alerts, daily summaries, team standups, and webhook integrations.
Filter by Difficulty
Every template has a difficulty rating to help you choose workflows that match your experience level:| Difficulty | What to Expect | Setup Time |
|---|---|---|
| Beginner | Minimal configuration, ready to use in minutes. Simple 2-3 node workflows. | 1-3 minutes |
| Intermediate | Requires some configuration, such as choosing integrations or setting up filters. | 3-10 minutes |
| Advanced | Complex workflows with multiple branches, API integrations, or detailed configuration. | 10-15 minutes |
Previewing a Template
Click any template card to expand it and see more details:- Workflow steps — A visual preview showing each node in the workflow and how they connect, from trigger to final action
- Tags — Keywords that describe what the template does and which integrations it involves
- Estimated setup time — How long the template typically takes to configure
Using a Template
Click Use This Template
Click the Use This Template button at the bottom of the expanded card. This opens the visual builder with the template pre-loaded.
Configure the nodes
Click each node to review and adjust its settings. The builder shows which nodes are fully configured (green checkmark) and which still need attention (amber settings icon).
Applying a template creates a new automation — it does not modify the original template. You can use the same template multiple times to create different variations.
Available Templates
Exports
These templates handle data extraction, backups, and publishing to your sales channels.| Template | Difficulty | Description |
|---|---|---|
| Weekly Full Backup | Beginner | Automatic weekly product backup to Excel every Sunday night. |
| Monthly Report for Accounting | Beginner | Generate a CSV export on the 1st of each month and email it to your finance team. |
| Quick Push to Shopify | Beginner | One-click push of selected products to Shopify, with Slack confirmation. |
| Nightly Store Sync | Beginner | Keep your store in sync by exporting all products every night at 3 AM. |
| Publish to All Channels | Intermediate | Push products to Shopify and WooCommerce simultaneously with a single click. |
Data Sync
These templates handle platform migrations and integration workflows.| Template | Difficulty | Description |
|---|---|---|
| Supplier Import and Enrichment | Intermediate | Import supplier CSV, clean up text, generate descriptions with AI, and notify your team. |
| Magento to Shopify Migration | Advanced | Full migration workflow: import from Magento, refresh SEO content, export to Shopify. |
| WooCommerce to Shopify Migration | Intermediate | Import from WooCommerce and export to your new Shopify store. |
| Daily Lightspeed Import | Beginner | Sync product data from Lightspeed POS every morning. |
| Two-Way Shopify Sync | Intermediate | Import from Shopify, then export any WISEPIM changes back. |
AI Content
These templates use AI to generate and improve your product content.| Template | Difficulty | Description |
|---|---|---|
| New Product Content Generation | Beginner | After any import, generate titles, descriptions, and SEO meta for new products in parallel. |
| SEO Optimization Sprint | Beginner | Select products and generate optimized SEO meta content. |
| Translate for International Markets | Intermediate | Translate product content to German, French, and Spanish. |
| Translate Dutch to German | Beginner | Translate all Dutch product content to German for DACH expansion. |
| Smart Auto-Categorization | Intermediate | Let AI automatically categorize new products after import. |
| Extract Product Attributes | Intermediate | AI reads descriptions and extracts structured attributes like size, color, and material. |
Data Cleanup
These templates handle pricing, inventory, and data quality workflows.| Template | Difficulty | Description |
|---|---|---|
| Black Friday Sale Setup | Intermediate | Apply a 25% discount to selected products with automatic date-range revert. |
| Annual Price Increase | Intermediate | Apply a percentage price increase across all products. |
| Calculate Prices from Cost | Advanced | Set a markup percentage and calculate selling prices from cost prices. |
| Post-Import Data Cleanup | Beginner | Fix whitespace and standardize title formatting after every import. |
| Fix Brand Names in Titles | Intermediate | Find and replace brand name variations with the correct spelling. |
| Add Brand Prefix to Titles | Beginner | Prepend your brand name to all product titles. |
| Bulk Stock Update | Intermediate | Set new stock levels for multiple products after a stocktake. |
| Mark Products Out of Stock | Beginner | Quickly mark discontinued products as out of stock. |
| Bulk Category Assignment | Intermediate | Assign multiple products to a category at once. |
| Set Product Weights | Intermediate | Set shipping weights for products in bulk. |
| Approve Products for Publishing | Beginner | Mark reviewed products as “Ready” and notify your team. |
| Complete Product Launch Pipeline | Advanced | Full end-to-end pipeline: import, clean, enrich, generate SEO, publish, and notify. |
Notifications
These templates keep your team informed and integrate with external systems.| Template | Difficulty | Description |
|---|---|---|
| Import Complete Email | Beginner | Get an email notification every time a product import finishes. |
| Slack Import Alert | Beginner | Post to your Slack channel when imports complete. |
| Daily Catalog Summary | Beginner | Morning email with your catalog product counts and key stats. |
| Weekly Slack Standup | Beginner | Monday morning Slack message to kick off the week. |
| Webhook to External System | Advanced | Trigger webhooks to Zapier, Make, or your own backend after imports. |
| ERP Sync Notification | Advanced | Notify your ERP system via API when product data changes. |