dreythomas
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Start from a template instead of a blank page

Most workflow tools, including Zapier, come with ready-made templates for common tasks — sending a welcome message, logging a new lead in a spreadsheet, posting a reminder. Starting from one of these is almost always faster than building from nothing.

A blank workflow builder is intimidating, and it's easy to waste a good hour just figuring out where to click before you've solved anything — I've lost that hour myself more than once. A template gives you a working skeleton you can bend to your own process, which teaches you the tool's habits at the same time it solves your problem. Even if the template isn't a perfect match, it usually gets you most of the way there and shows you what a finished workflow is supposed to look like.

Once you've adjusted a few templates, building from scratch stops feeling so intimidating.

Try this today: search your workflow tool for a template close to a task you need, and adjust it instead of starting from a blank screen.

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