# Recipe Templates

Recipes are pre-built workflow templates that you can deploy with a few clicks. Instead of building a workflow from scratch, you pick a recipe that matches what you need, customize a few details (like email addresses and record types), and you are up and running.

Think of recipes like starter kits — they give you a working workflow that you can use as-is or modify to fit your business.

## How it works

1. **Open the Recipe Browser** — From the workflow canvas toolbar, click the "Recipes" button. A dialog opens with all available templates.
2. **Browse or search** — Recipes are organized by category (Sales, Finance, Operations, etc.). Each recipe shows a title, description, difficulty level, and how many blocks it contains.
3. **Pick a recipe** — Click on one to see the full details and preview the workflow structure.
4. **Deploy it** — Click "Use This Recipe" to create a new workflow from the template. The system copies all the blocks and connections into a new workflow for you.
5. **Customize it** — Open the new workflow and update the details to match your business: change email addresses, record types, field values, and messages as needed.
6. **Test and activate** — Run a test to make sure everything works, then submit and activate the workflow.

## Available recipe categories

| Category                                                                                      | What it covers                                       |
| --------------------------------------------------------------------------------------------- | ---------------------------------------------------- |
| [Sales Workflows](/workflow-automation/workflow-builder/recipes/sales-workflows.md)           | Lead notifications, quote follow-ups, auto-invoicing |
| [Operations Workflows](/workflow-automation/workflow-builder/recipes/operations-workflows.md) | PO approvals, overdue reminders, review requests     |

## Related pages

* [Sales Workflows](/workflow-automation/workflow-builder/recipes/sales-workflows.md)
* [Operations Workflows](/workflow-automation/workflow-builder/recipes/operations-workflows.md)
* [Building a Workflow](/workflow-automation/workflow-builder/building-a-workflow.md)


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