Templates

Install a working template in one click.

Each one comes with its pages and board already wired up — yours to edit, and ready for you to start assigning cards the moment it's installed. Most run on the free plan. Many pair with an optional n8n / Zapier workflow so a decision on the board can drive your automation.

Launch

Waitlist Put a pre-registration page on your landing page, watch signups land on a board, and email the list the day you launch. 2 pages · 3 columns

Testing demand before you build anything? Read Validate before you build — the case for shipping a waitlist first.

Approvals

Expense Approval Expenses pile up in inboxes and spreadsheets. Give employees a page, put each claim on a board, and let a manager approve — the decision flows straight back to your workflow to reimburse or reject. 2 pages · 3 columns · n8n workflow Content Approval Social posts and articles need a sign-off before they publish. Draft lands on a board, an editor approves, and your automation schedules or posts it. 2 pages · 4 columns · n8n workflow Refund Requests Refunds shouldn't run unattended. Collect the request, review it on a board, and issue the refund only once a human approves. 2 pages · 3 columns · n8n workflow Purchase Order Approval POs above a threshold need sign-off. Staff raise a PO, it queues on a board, and approval triggers the downstream ordering step. 2 pages · 3 columns · n8n workflow Time-Off Requests PTO requests get lost in chat. Give the team a page, show requests on a board, and let a manager approve — then update the calendar and notify payroll. 2 pages · 3 columns · n8n workflow Invoice Approval Incoming invoices need a check before payment. Queue them on a board; approval kicks off the payment step. 2 pages · 3 columns · n8n workflow Contract Review Contracts bounce around before signing. Track each one on a board; when it's approved, send it to your e-signature tool. 2 pages · 4 columns · n8n workflow Approval Queue The human-in-the-loop starter: a public request page, an approval board, and a hub. Assign the review to yourself or a teammate — drag the card, and the decision fires a webhook back to your automation. 2 pages · 3 columns · n8n workflow

Sales

CRM Lite Companies, contacts linked to companies, and deals on a five-stage pipeline board, tied together by a sales hub. 4 pages · 5 columns

Support

Helpdesk A ready-to-run support desk: a public ticket page, auto-numbered tickets, and a triage board (New → In Progress → Waiting → Resolved). Assign tickets to whoever's on call — a person or a triage agent. 2 pages · 4 columns

Intake

Lead Intake & Qualification Website leads deserve more than rows in a sheet. Capture them, triage on a board, and route the qualified ones to your CRM. 2 pages · 4 columns · n8n workflow Job Application Screening Applications shouldn't live in an inbox. Collect them on a board, screen by hand, and send the interview invite when someone advances. 2 pages · 4 columns · n8n workflow Job Listings & AI Screening A real jobs board: post openings as records, candidates browse a live list pulled from your data, view one job, and apply — AI writes a suggested fit score for the reviewer. 4 pages · 4 columns · optional n8n screening Contact Page to CRM A contact page that just emails you is a dead end. Land each message on a board and push it into your CRM with an auto-reply. 2 pages · 3 columns · n8n workflow New Client Intake Onboarding a new client means gathering details and kicking off a checklist. Take intake through a page and spin up the project once you accept. 2 pages · 4 columns · n8n workflow Event Registration Registrations need confirming and tracking. Collect signups on a board and send the confirmation and calendar invite when you confirm. 2 pages · 4 columns · n8n workflow Quote Requests Quote requests need a fast, tracked response. Capture them on a board and draft and send the quote when you mark it ready. 2 pages · 4 columns · n8n workflow

Product

Bug Report Triage Bug reports arrive everywhere. Funnel them through one page onto a triage board; accepting a bug opens a GitHub or Linear issue. 2 pages · 4 columns · n8n workflow Feature Request Board Feature requests scatter across channels. Collect them in one place, triage on a board, and notify the reporter when something ships. 2 pages · 4 columns · n8n workflow Product Feedback Feedback that isn't triaged is noise. Capture it, sort it on a board, and route actionable items to your tracker. 2 pages · 3 columns · n8n workflow

Operations

Vendor Onboarding New vendors need paperwork and approval before they're active. Intake their details, review on a board, and create the vendor record once approved. 2 pages · 4 columns · n8n workflow IT Access Requests Access requests need an approver and an audit trail. Staff request access, IT approves on a board, and the account is provisioned. 2 pages · 3 columns · n8n workflow Order Fulfillment Queue Orders from anywhere need a place to be worked. Drop them on a board; moving one to Shipped sends tracking and updates inventory. 2 pages · 4 columns · n8n workflow Content Request Intake Internal teams ping you for content in five channels. One intake page, one board, and the brief is assigned when you accept it. 2 pages · 4 columns · n8n workflow

Can't find the right one?

Start from the closest template and reshape it — or hand the whole thing to an agent. Through the Snapi MCP tools, it can build one for you, and you can assign it the first cards, too.

Get started free