---
title: "Workflow Templates - Documentation"
description: "Pre-built workflow templates for common automation patterns: alerts, reports, data syncs, and notifications."
canonical: "https://www.aifordatabase.com/docs/workflow-templates/"
---

# Workflow Templates

beginner 4 min read

## Workflow Templates

AI for Database includes pre-built templates for common automation patterns. Templates give you a working workflow in seconds that you can customize for your data.

### Daily Summary Report

**What it does**: Runs a set of KPI queries every morning and sends a summary email to your team.

**Default configuration:**

*   Trigger: Daily at 8:00 AM
*   Queries: Total revenue yesterday, new customers, open support tickets, key metrics
*   Action: Email with an HTML summary table

### Low Inventory Alert

**What it does**: Checks inventory levels and notifies the procurement team when items are running low.

**Default configuration:**

*   Trigger: Every hour
*   Query: Products where quantity < reorder level
*   Condition: At least one low-stock product found
*   Action: Email to procurement team + Slack message

### New Signup Notification

**What it does**: Detects new user signups and notifies the sales team.

**Default configuration:**

*   Trigger: Every 15 minutes
*   Query: Users created since last run
*   Condition: Row count > 0
*   Action: Slack message to #sales with signup details

### Failed Payment Alert

**What it does**: Monitors for failed payment transactions and alerts the finance team.

**Default configuration:**

*   Trigger: Every 30 minutes
*   Query: Payments with status 'failed' in the last 30 minutes
*   Condition: Row count > 0
*   Action: Email to finance team + webhook to payment recovery service

### Weekly Performance Report

**What it does**: Generates a comprehensive weekly report with charts and sends it as a PDF.

**Default configuration:**

*   Trigger: Every Monday at 9:00 AM
*   Queries: Weekly revenue, top products, customer acquisition, support metrics
*   Action: Email with PDF dashboard attachment

### Custom Templates

On Enterprise plans, you can create and share custom templates across your organization. Save any workflow as a template from the workflow settings menu.

Source: https://www.aifordatabase.com/docs/workflow-templates/