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Documentation Index

Fetch the complete documentation index at: https://docs.navisops.com/llms.txt

Use this file to discover all available pages before exploring further.

Starter templates are complete, pre-built workflows you can load onto the canvas with a single click. Each template includes a trigger, all necessary action and logic nodes, and pre-configured connections — so you can see how a real workflow is structured, customize the fields to match your process, and enable it immediately. Templates range from simple two-node automations to multi-branch flows with approval gates and HTTP integrations.

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How to use a template

1

Open the New Workflow wizard

Go to the Workflows page and click + New Workflow. The workflow wizard opens and shows the template gallery.
2

Browse and select a template

Templates are grouped by category and complexity. Click any template card to preview what it does, which trigger it uses, and what nodes it contains.
3

Load it onto the canvas

Click Use this template. The workflow opens in the editor with all nodes, connections, and default configurations already in place.
4

Customize it

Update any fields you want to change — the task titles, note content, HTTP URLs, notification text, or trigger filters. All fields are editable just like a workflow you built from scratch.
5

Enable and run

Toggle Active in the toolbar to enable automatic triggering, or click Run to test it immediately.
Run a template with the Run button before enabling it. This lets you see the step results in the Runs panel and verify each node produces the output you expect before it starts firing automatically.

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Template categories

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Beginner templates

These templates use simple, linear flows — one trigger followed by a sequence of action nodes, no branching. They’re the best place to start if you’re new to workflows.
Trigger: Manual | For: EveryoneCreates a structured meeting note and generates three follow-up tasks: share meeting minutes, follow up on decisions, and schedule the next meeting. Run it after any meeting to turn your notes into tracked action items immediately.
Trigger: Manual | For: EveryoneGenerates a weekly review note and creates tasks for reviewing completed work, planning next week’s priorities, and cleaning up stale backlog items. Run it every Friday for a consistent weekly ritual.
Trigger: Manual | For: Engineering, QAOne click creates a structured bug report note and generates sequential tasks for investigation, implementation, and verification — each with staggered due dates so the pipeline is ready to go.
Trigger: Manual | For: Engineering, Scrum MastersCreates a sprint planning note and generates parallel tasks for the daily standup cadence, sprint review, and retrospective — all with appropriate due dates. Run it at the start of each sprint.
Trigger: Manual | For: Marketing, Content TeamsBootstraps a full content production pipeline: content brief note, writing task, review task, design assets task, and publish task — all with staggered due dates for a smooth production flow.

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Intermediate templates

These templates use event-based triggers, Condition nodes for branching, and Delay nodes. They automate responses to things that happen in your workspace.
Trigger: Project created | For: Product managers, Engineering leadsFires automatically when any project is created. Generates a kickoff note with goals and milestones, creates environment setup and team onboarding tasks in parallel, waits briefly, then creates a sprint planning task. A complete hands-off project scaffold.
Trigger: Task status changed (filtered to blocked) | For: Engineering, Team leadsUses a Condition node to verify the task is genuinely blocked, then creates an escalation note and an urgent review task. The False branch from the Condition node logs the status change with a standard task.
Trigger: Task status changed (filtered to done) | For: Sales, Account managers, FreelancersFires when any task is completed, uses a Condition node to check whether it’s a client task (by checking if the title contains the word “client”), waits briefly, then creates a follow-up task and a next-steps note.
Trigger: Project created | For: HR, ManagersAutomates new hire onboarding. Creates a welcome note, generates parallel tasks for IT setup, HR paperwork, and team introductions, then schedules a 30-day check-in task.
Trigger: Manual | For: Product managers, EngineeringCreates a feature spec note and an evaluation task, then uses a Condition node to check priority. High-priority requests are fast-tracked to the current sprint; others go to the backlog with a standard review task.
Trigger: Note created | For: Product managers, WritersFires automatically when any note is created. Creates a review task, sends an in-app notification, and sets the associated project to active — turning every captured idea into tracked, actionable work.

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Advanced templates

These templates use webhook triggers, HTTP request nodes, Approval Gate nodes, scheduled triggers, and multi-node orchestration across parallel branches.
Trigger: Manual | For: Engineering, DevOpsCreates a deployment tracking task, makes an HTTP POST to trigger CI checks, then pauses at an Approval Gate for a team lead to review CI results. Once approved, marks the task as done and sends a deployment notification.
Trigger: Scheduled (daily at 9 AM) | For: EveryoneRuns automatically every morning. Sends a notification about tasks due today, creates a daily focus note, and adds an end-of-day review task. Fully hands-off once enabled — nothing to click.
Trigger: Webhook | For: Engineering, IntegrationsReceives inbound webhooks from GitHub, Stripe, Zapier, or any external service. Creates a processing task from the webhook payload, sends a notification, and calls a downstream API to acknowledge receipt.
Trigger: Project created | For: Product managers, Engineering leadsFull lifecycle automation. Creates a project brief note, generates parallel tasks for requirements and resource allocation, pauses at a Stakeholder Approval gate, then sets the project to active and sends a kickoff notification. Nothing moves forward without human sign-off.

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Customizing a template

After loading a template, everything on the canvas is editable:
  • Node fields — Click any node to open its configuration panel and update titles, content, URLs, or other values.
  • Trigger type — You can change the trigger type entirely if you want a different activation event.
  • Filters — Add or adjust the trigger filter to narrow which events fire the workflow.
  • Node order — Drag nodes to reposition them, delete ones you don’t need, or add new nodes from the sidebar.
  • Connections — Delete existing connections by hovering over them and clicking the X, then draw new ones to change the flow.
Templates are just starting points — there’s no restriction on how much you change them.

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Import and export workflows

You can share workflow structures between accounts or back them up using JSON import and export.

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Exporting a workflow

Click the Export dropdown in the canvas toolbar and choose a format:
FormatUse case
JSONBack up or transfer the workflow structure. This is the only format that can be re-imported.
PNGHigh-quality raster image for documentation or presentations.
SVGScalable vector image that stays sharp at any zoom level.
PDFSingle-page document for printing or formal documentation.

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Importing a workflow

Click the Import button in the canvas toolbar and select a JSON file. The imported workflow replaces the current canvas content.
Only JSON files can be imported. PNG, SVG, and PDF exports are for visual sharing only — they cannot be imported back as a workflow.

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Recipes and inspiration

The Navis Ops source material includes step-by-step recipes ranging from beginner to advanced that walk you through building specific workflows from scratch. These cover patterns like:
  • Simple task generators — Manual trigger creating three linked tasks with staggered due dates
  • Note-triggered reminders — Automatic review task created for every new note
  • Smart escalation — Condition node routing blocked urgent tasks to an immediate notification path
  • Scheduled daily digest — Weekday cron trigger sending a morning notification and focus note
  • Webhook-triggered CI/CD pipeline — Receiving a GitHub push, creating a tracking task, calling CI, gating on approval, and notifying on completion
  • Multi-stage project lifecycle — Full project creation through stakeholder sign-off to active status
Start with a template closest to your use case, then use the recipes as a reference for adding more sophisticated logic.

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Next steps

Triggers

Understand the trigger types used in templates and how to configure them.

Nodes

Learn about every action and logic node available on the canvas.

Variables

See how templates use dynamic variable references in node fields.

Overview

Return to the Workflows overview for the full picture.