Finta template library

Automation templates

Preview Finta automation starting points with visible triggers, timing, steps, prerequisites, and approval boundaries. Opening one creates no automation and activates nothing.

Preview first. Edit the draft before you save or activate it.
A scheduled daily inbox review with one Aurora step, a prioritized reply plan, and read-only guardrails.

Automation template

Daily Inbox Sweep

A scheduled Aurora review that turns the last 24 hours of inbox activity into a prioritized relationship action list.

Founders and relationship-led teams managing active conversationsPreview
A scheduled daily notes review with one Aurora step, a prioritized action digest, and inaccessible-source disclosure.

Automation template

Daily Notes Sweep

A read-only daily review for keeping decisions, promises, and follow-ups from disappearing across connected work sources.

Operators who work across meetings, notes, and team conversationsPreview
A four-email cold outreach sequence separated by three-, four-, and five-day waits with reply and meeting stop gates.

Automation template

Cold Outreach

A four-touch starting point for thoughtful outreach, with editable copy and spacing between every message.

Founders and teams starting a new outbound relationshipPreview
A three-email welcome series spaced across a one-week timeline with reply and meeting stop gates.

Automation template

Welcome Series

A three-email welcome sequence that introduces your team, shares useful resources, and opens a low-pressure conversation.

Teams welcoming newly qualified contacts or community membersPreview
A three-email re-engagement sequence with five- and seven-day waits and reply-aware stop gates.

Automation template

Re-engagement Campaign

A respectful three-message starting point for reopening a relationship that has gone quiet.

Teams revisiting relevant contacts after a period of inactivityPreview
A deal-room view trigger followed by a two-hour wait, two emails, and a two-day delay before the final follow-up.

Automation template

Page View Follow-up

A page-engagement follow-up that waits before preparing two editable messages around questions and next steps.

Teams sharing fundraising, diligence, sales, or partnership pagesPreview
A meeting-booked trigger followed by one- and three-day waits and two reply-aware follow-up emails.

Automation template

Meeting Follow-up

A two-message follow-up starting point for documenting next steps and keeping a relationship moving after a meeting.

Founders and relationship-led teams following important meetingsPreview
A stage-change automation with a seven-day wait, one email, and a gated destination-stage action.

Automation template

Stage Progression

A configurable stage-change template for teams that want a reviewed delay, check-in, and destination-stage action.

Teams standardizing how contacts move through a Finta pipelinePreview