69 free templates

Operations Automation Workflow Templates

These free operations automation templates handle scheduled checks, routers, debounce steps, and repeatable business processes. They run on Heym, a self-hosted and source-available workflow platform, so you can automate recurring operations without paying per execution.

scheduled checks
workflow routers
debounce steps
async dispatch

Browse templates

Use cases

What you can automate with Operations Automation templates

Scheduled checks

Poll an endpoint on a schedule and act when its state changes.

Workflow routers

Branch a flow down different paths based on the content of the input.

Debounce steps

Insert a configurable pause before a final step for debouncing or human-in-the-loop pacing.

Self-stopping monitors

Poll until a condition resolves, then automatically disable the trigger for future runs.

Popular Operations Automation templates

Wait — Debounce Handoff

Insert a configurable pause (Wait node) before the final output — useful for debouncing or human-in-the-loop pacing.

Self-stopping Status Monitor

Poll an incident endpoint until it resolves, then automatically disable the polling trigger for future runs.

Browse all Operations Automation templates

Pick a workflow, copy the JSON, and adapt the nodes for your team.

69 templates·Operations Automation

HTML Status Page

Dev & IT Ops

Check an upstream service and answer a browser GET with a rendered status page instead of JSON.

#HTML#Status Page#Webhook

Workflow Change Audit Log

Dev & IT Ops

Capture every workflow create, update, and delete on your Heym instance and post a batched summary to Slack.

#Audit#Platform Events#Slack

Sticky Note

Before you run

Add an LLM credential to codingAgent.
Add Codex and GitHub credentials to codexTask.
Add the same GitHub credential to getRepository, listPullRequests, and getIssue.

Sticky Note

Agent-Guided Codex PR Dispatcher

An intake Agent validates a coding request, prepares structured Codex inputs, then Codex opens a ready PR after approval.

Main path

userInput -> codingAgent -> codexTask -> finalResult

userInput

codingAgent

zai-glm-4.7

codexTask

out

question

finalResult

formatSlackMessage

notifyQuestion

getRepository

listPullRequests

getIssue

Sticky Note

Live run checklist

Run once with sample data and inspect each node output in sequence.
Replace sample values early so downstream expressions are validated with real data.
Double-check notifyQuestion before sending alerts or messages to a live destination.

Agent-Guided Codex PR Dispatcher

Dev & IT Ops

Let an Agent inspect a GitHub request, prepare a confirmed Codex task, open a ready PR, and notify Slack when Codex needs input.

#Agent#Codex#GitHub

Sticky Note

Before you run

Connect an OpenAI API credential and pick a model the node lists as batch-capable.
Replace the demo prompt array with your real array expression before production use.
Connect the STATUS branch to Slack, email, or logging if you want external progress updates.

Sticky Note

Batch LLM Status Tracker

Send an array through the LLM Batch API, branch on live status updates, and collect the final per-item results.

Main path

seedPrompts -> batchCopywriter -> batchSummary -> batchResult

seedPrompts

batchCopywriter

GLM-4.7

out

status

batchStatusEvent

batchSummary

batchResult

Batch LLM Status Tracker

AI Agents

Send an array through the OpenAI Batch API, branch on live status updates, and collect the final per-item results.

#LLM#Batch API#Status Branch

Sticky Note

File upload intake

Run the workflow to mint a single-use upload curl. Uploading a file to that URL starts the real run.

Main path

IncomingFile -> BuildFileReceipt -> UploadReceipt

IncomingFile

BuildFileReceipt

UploadReceipt

File Upload Intake Metadata

Document Ops

Mint a single-use upload link, receive a multipart file, and return clean metadata plus the Drive download URL.

#File Upload#Trigger#Drive

Sticky Note

Tesseract OCR PDF to Text

Upload a scanned PDF and return searchable text without an external OCR service.

Main path

ScannedPDF -> ExtractText -> OCRResult

ScannedPDF

ExtractText

OCRResult

Tesseract OCR PDF to Text

Document Ops

Upload a scanned PDF, extract searchable text with Tesseract OCR, and return page-level results.

#Tesseract#OCR#PDF

Sticky Note

Brave Search API

Reusable brave_search_api sub-workflow for agents and research pipelines.

Before you run

Create a generic credential named brave.

searchQuery

braveSearch

searchResults

Brave Search API

App Integrations

Search the web with Brave Search API and return the raw result body for downstream agents or sub-workflows.

#Brave Search API#brave_search_api#Web Search

Sticky Note

Before you run

Adjust the cron schedule before enabling this in production.
Verify the destination channel, chat, queue, or socket before sending live traffic.
Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

Claude Blog Monitor

Monitor the Anthropic blog on a schedule and Slack-notify your team on new Claude posts.

Main path

Every Hour -> Scrape Anthropic Blog -> Last Seen Post -> New Post? -> Notify Team -> ...

Every Hour

Scrape Anthropic Blog

Last Seen Post

New Post?

true

false

Notify Team

Update Cache

Posted

No Change

Sticky Note

Live run checklist

Test both exits around New Post? before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check Notify Team before sending alerts or messages to a live destination.

Claude Blog Monitor

Dev & IT Ops

Monitor the Anthropic blog on a schedule and Slack-notify your team on new Claude posts.

#Cron#Crawler#Redis

Sticky Note

Before you run

Adjust the cron schedule before enabling this in production.
Verify the destination channel, chat, queue, or socket before sending live traffic.
Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

GitHub Release Radar

Compare the latest GitHub release tag against Redis and notify Slack when a project ships a new version.

Main path

Schedule -> releaseApi -> priorRelease -> checkNew -> slackPing -> ...

Schedule

releaseApi

priorRelease

checkNew

true

false

slackPing

remember

Notified

NoChange

Sticky Note

Live run checklist

Test both exits around checkNew before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check slackPing before sending alerts or messages to a live destination.

GitHub Release Radar

Dev & IT Ops

Compare the latest GitHub release tag against Redis and notify Slack when a project ships a new version.

#GitHub#HTTP#Redis

Sticky Note

Before you run

Adjust the cron schedule before enabling this in production.
Verify the destination channel, chat, queue, or socket before sending live traffic.
Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

web.dev Article Monitor

Cron + crawler + Redis dedupe + Slack: get notified when Google's web.dev blog publishes a new article.

Main path

EveryHour -> LatestHeadline -> LastSeen -> IsNew -> PingChannel -> ...

EveryHour

LatestHeadline

LastSeen

IsNew

true

false

PingChannel

SaveTitle

Posted

Skip

Sticky Note

Live run checklist

Test both exits around IsNew before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check PingChannel before sending alerts or messages to a live destination.

web.dev Article Monitor

Dev & IT Ops

Cron + crawler + Redis dedupe + Slack: get notified when Google's web.dev blog publishes a new article.

#Cron#Crawler#Redis

Sticky Note

Set — Field Remap

Map incoming text into named fields with the Set node before handing off to webhooks or databases.

Main path

RawBlob -> Remap -> Structured

RawBlob

Remap

Structured

Set — Field Remap

Data & Analytics

Map incoming text into named fields with the Set node before handing off to webhooks or databases.

#Set#Mapper#ETL

Sticky Note

Before you run

Customize the demo values, then run once to inspect the node outputs in order.

Sticky Note

Urgent vs Standard Router

Branch on a keyword in the input line — fast path vs standard path using a Condition and two outputs.

Main path

InboxLine -> IsUrgent -> FastLane -> Standard

InboxLine

IsUrgent

true

false

FastLane

Standard

Urgent vs Standard Router

Customer Support

Branch on a keyword in the input line — fast path vs standard path using a Condition and two outputs.

#Condition#Routing#Support

Sticky Note

Wait — Debounce Handoff

Insert a configurable pause (Wait node) before the final output — useful for debouncing or human-in-the-loop pacing.

Main path

Payload -> Pause -> AfterWait

Payload

Pause

AfterWait

Wait — Debounce Handoff

Operations Automation

Insert a configurable pause (Wait node) before the final output — useful for debouncing or human-in-the-loop pacing.

#Wait#Debouncing#Automation

Sticky Note

Before you run

Add an LLM credential in cloudbackOpsAgent.
Add a Slack credential and set the review channel on notifyCloudbackReview.
Replace accountEntry with the full Platform::Account::ApiKey value from app.cloudback.it/apikeys.

Sticky Note

Cloudback MCP Backup Coverage Review

Agent reviews backup coverage through Cloudback MCP, asks for approval before writes, and alerts Slack.

Main path

cloudbackConfig -> cloudbackOpsAgent -> cloudbackAuditReport

cloudbackConfig

cloudbackOpsAgent

zai-glm-4.7

out

HITL

cloudbackAuditReport

notifyCloudbackReview

cloudbackReviewNotice

Cloudback MCP Backup Coverage Review

Dev & IT Ops

Review Cloudback backup coverage with a Docker-based MCP server, gate configuration changes with HITL, and notify ops in Slack.

#Cloudback#MCP#Backups

Sticky Note

Before you run

Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

Batch URL Fetcher

Iterate over a JSON array of URLs with the Loop node, fetch each via HTTP, and merge all responses into one payload.

Main path

URLList -> IterateURLs -> FetchEach -> CollectResults -> AllResults

URLList

IterateURLs

loop

done

FetchEach

CollectResults

AllResults

Batch URL Fetcher

Document Ops

Iterate over a JSON array of URLs with the Loop node, fetch each via HTTP, and merge all responses into one payload.

#Loop#HTTP#Batch

Sticky Note

Before you run

Customize the demo values, then run once to inspect the node outputs in order.

Sticky Note

Language Switch Router

Detect the language of incoming text with an LLM and route to the matching branch using the Switch node.

Main path

IncomingText -> DetectLang -> LangSwitch -> English -> German -> ...

IncomingText

DetectLang

GLM-4.7

LangSwitch

default

English

German

French

Other

Sticky Note

Live run checklist

Test both exits around LangSwitch before going live.
Replace sample values early so downstream expressions are validated with real data.
Keep node labels stable if you update expressions that reference earlier outputs.

Language Switch Router

Customer Support

Detect the language of incoming text with an LLM and route to the matching branch using the Switch node.

#Switch#Language Detection#Routing

Sticky Note

Resilient HTTP + Error Handler

Attach an Error Handler node to an HTTP call and Slack-notify your team the moment a request fails.

Main path

TargetURL -> HealthCheck -> Success -> CatchError -> AlertFail

TargetURL

HealthCheck

Success

CatchError

AlertFail

Resilient HTTP + Error Handler

Dev & IT Ops

Attach an Error Handler node to an HTTP call and Slack-notify your team the moment a request fails.

#Error Handling#HTTP#Resilience

Sticky Note

Google Sheets AI Enricher

Read new rows from Google Sheets, classify or enrich them with an LLM, and write the results back automatically.

Main path

EveryHour -> ReadRows -> ClassifyLead -> WriteScore -> Done

EveryHour

ReadRows

ClassifyLead

GLM-4.7

WriteScore

Done

Google Sheets AI Enricher

Data & Analytics

Read new rows from Google Sheets, classify or enrich them with an LLM, and write the results back automatically.

#Google Sheets#AI#Spreadsheet

Sticky Note

Before you run

Adjust the cron schedule before enabling this in production.
Verify the destination channel, chat, queue, or socket before sending live traffic.
Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

Playwright Visual AI Monitor

Take a full-page screenshot on a schedule, analyse it with an LLM for anomalies, and Slack-alert when something looks off.

Main path

Every30min -> CaptureScreen -> AnalyseVisual -> IssueFound -> AlertTeam -> ...

Every30min

CaptureScreen

AnalyseVisual

GLM-4.7

IssueFound

true

false

AlertTeam

AllClear

Sticky Note

Live run checklist

Test both exits around IssueFound before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check AlertTeam before sending alerts or messages to a live destination.

Playwright Visual AI Monitor

Dev & IT Ops

Take a full-page screenshot on a schedule, analyse it with an LLM for anomalies, and Slack-alert when something looks off.

#Playwright#Browser Automation#Visual AI

Sticky Note

Before you run

Verify the destination channel, chat, queue, or socket before sending live traffic.
Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

Realtime WebSocket Alert Relay

Listen to an external WebSocket feed, audit critical events, and forward them to another realtime channel.

Main path

UpstreamEvents -> IsCriticalAlert -> AuditForwardedAlert -> ForwardAlert -> IgnoredEvent

UpstreamEvents

IsCriticalAlert

true

false

AuditForwardedAlert

ForwardAlert

IgnoredEvent

Realtime WebSocket Alert Relay

Dev & IT Ops

Listen to an external WebSocket feed, audit critical events, and forward them to another realtime channel.

#WebSocket#Realtime#Relay

Sticky Note

Before you run

Point the Execute node at the correct reusable workflow.

Sticky Note

Async Sub-workflow Dispatcher

Validate an incoming brief and dispatch a reusable sub-workflow in the background without a response node.

Main path

BriefRequest -> HasBrief -> RunResearchSubflow -> MissingBrief

BriefRequest

HasBrief

true

false

RunResearchSubflow

MissingBrief

Async Sub-workflow Dispatcher

Dev & IT Ops

Validate an incoming brief and dispatch a reusable sub-workflow in the background without a response node.

#Execute#Async#Automation

Sticky Note

Grist to BigQuery Sync Log

Read qualified rows from Grist, stream them into BigQuery, and log the sync outcome in a Heym DataTable.

Main path

NightlySync -> FetchQualifiedLeads -> WarehouseInsert -> InsertSyncAudit -> SyncAuditId

NightlySync

FetchQualifiedLeads

WarehouseInsert

InsertSyncAudit

SyncAuditId

Grist to BigQuery Sync Log

Data & Analytics

Read qualified rows from Grist, stream them into BigQuery, and log the sync outcome in a Heym DataTable.

#Grist#BigQuery#DataTable

Sticky Note

RabbitMQ Delayed Publisher

Publish a release message to RabbitMQ with an optional delivery delay for downstream consumers.

Main path

ReleaseMessage -> PublishReleaseEvent -> PublishResult

ReleaseMessage

PublishReleaseEvent

PublishResult

RabbitMQ Delayed Publisher

Dev & IT Ops

Publish a release message to RabbitMQ with an optional delivery delay for downstream consumers.

#RabbitMQ#Queue#Events

Sticky Note

Before you run

Adjust the cron schedule before enabling this in production.
Swap the demo URLs and selectors for real endpoints you control.

Sticky Note

Self-stopping Status Monitor

Poll an incident endpoint until it resolves, then automatically disable the polling trigger for future runs.

Main path

HeartbeatCheck -> FetchIncident -> IncidentResolved -> DisableHeartbeat -> MonitorStopped -> ...

HeartbeatCheck

FetchIncident

IncidentResolved

true

false

DisableHeartbeat

MonitorStopped

StillWatching

Sticky Note

Live run checklist

Test both exits around IncidentResolved before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Confirm the demo URLs and selectors still match the endpoint you want to monitor.

Self-stopping Status Monitor

Dev & IT Ops

Poll an incident endpoint until it resolves, then automatically disable the polling trigger for future runs.

#Cron#Disable Node#HTTP

All 69 Operations Automation templates, A to Z

Why teams run Operations Automation workflows on Heym

Heym is a source-available, self-hosted AI workflow platform for agentic automation: agents that call tools, retrieve from your own documents, and pause for human review when a step needs it.

Free and source-available

Released under MIT with a Commons Clause, with no per-task or per-execution pricing.

Self-hosted

Runs on your own infrastructure with Docker, so your data and credentials stay yours.

One-paste import

Copy a template JSON, paste it onto the canvas, and run it in minutes.

Agentic by default

Agent nodes, MCP tools, and built-in RAG on a visual workflow canvas.

Operations Automation templates FAQ

What can you automate with workflows?

Any repeatable process that follows a trigger, some logic, and an action: scheduled checks, routing, alerts, data syncs, and approvals. These templates are starting points you can adapt to your own operations.

Can I customize a template after importing it?

Every node, prompt, credential, and connection is editable after import. Swap the model, change the trigger, add or remove tools, and rewire branches directly on the canvas without writing boilerplate.

How do I use one of these templates?

Open a template, copy its JSON, then paste it onto the Heym workflow canvas. It loads with every node and connection in place, so you can run it in minutes and adapt it to your own data.

Is Heym free and self-hosted?

Yes. Heym is source-available under an MIT license with a Commons Clause, so you can run every template on your own infrastructure with Docker. There is no per-task or per-execution pricing, and your data and credentials stay inside your environment.

What makes these different from ordinary automation templates?

Each one runs on an AI-native canvas, so agent nodes, MCP tools, and built-in RAG sit in the same workflow as the triggers, branching, and integrations. That is the difference between a fixed sequence of steps and an agentic workflow that can retrieve context, call tools, and pause for human review while it runs.

What is AI workflow automation?AI agents vs RPA Browse all Heym nodes

Template categories

Explore other use cases

View all templates

Marketing & SEO

Content repurposing, social publishing, SEO research, analytics reporting, and audience monitoring for growth teams.

Sales & CRM

Lead qualification, CRM enrichment, personalized outreach, follow-up workflows, and revenue handoffs.

Customer Support

Email triage, FAQ replies, human approval checkpoints, inbox summaries, and customer escalation routing.

Legal & Compliance

Governed research, review checkpoints, policy-sensitive document handling, and audit-friendly agent workflows.

HR & Recruiting

Candidate search, resume-style ranking, recruiting summaries, interview preparation, and hiring pipeline automation.

Finance Ops

Invoice extraction, payment webhooks, receipt creation, pricing monitors, and finance data handoffs.

Document Ops

RAG ingestion, document Q&A, PDF and DOCX workflows, translation, file sharing, and structured extraction.

Data & Analytics

Spreadsheet enrichment, ETL-style syncs, schema remapping, BigQuery handoffs, and reporting pipelines.

Dev & IT Ops

Release monitoring, Sentry issue triage, API reliability, code review, WebSocket alerts, RabbitMQ jobs, and internal tool workflows.

App Integrations

Connect Slack, Discord, Telegram, HTTP APIs, MCP tools, and external systems with reusable workflow patterns.

Personal Productivity

Personal assistants, briefing emails, meeting summaries, lightweight research, reminders, and daily automation.

Education & Learning

Language learning, study guides, lesson planning, assessment feedback, research workflows, and LMS operations.

Healthcare

Clinical-style triage examples, structured health summaries, specialist review patterns, and careful human oversight.

Logistics & Supply Chain

Shipment tracking, delivery exceptions, carrier rates, freight audit, dock scheduling, and supply chain data checks.

Energy & Utilities

Smart meter anomalies, field work orders, outage updates, solar performance, utility bill checks, and interconnection reviews.

E-commerce

Return triage, review insights, order fraud screening, cart recovery, product catalog quality, and inventory checks.

AI Agents

General LLM and agent workflows for classification, generation, evaluation, image creation, and text-to-workflow examples.

Agent Teams

Orchestrator, researcher, writer, validator, and specialist agent patterns for multi-step AI work.

Agent Skills

Agent templates with bundled skills, custom tools, Python actions, and repeatable expert workflows.

What you can automate with Operations Automation templates

Scheduled checks

Workflow routers

Debounce steps

Self-stopping monitors

Popular Operations Automation templates

Wait — Debounce Handoff

Self-stopping Status Monitor

Browse all Operations Automation templates

HTML Status Page

Workflow Change Audit Log

Agent-Guided Codex PR Dispatcher

Batch LLM Status Tracker

File Upload Intake Metadata

Tesseract OCR PDF to Text

Brave Search API

Claude Blog Monitor

GitHub Release Radar

web.dev Article Monitor

Set — Field Remap

Urgent vs Standard Router

Wait — Debounce Handoff

Cloudback MCP Backup Coverage Review

Batch URL Fetcher

Language Switch Router

Resilient HTTP + Error Handler

Google Sheets AI Enricher

Playwright Visual AI Monitor

Realtime WebSocket Alert Relay

Async Sub-workflow Dispatcher

Grist to BigQuery Sync Log

RabbitMQ Delayed Publisher

Self-stopping Status Monitor

Why teams run Operations Automation workflows on Heym

Free and source-available

Self-hosted

One-paste import

Agentic by default

Operations Automation templates FAQ

Related guides

Explore other use cases

Marketing & SEO

Sales & CRM

Customer Support

Legal & Compliance

HR & Recruiting

Finance Ops

Document Ops

Data & Analytics

Dev & IT Ops

App Integrations

Personal Productivity

Education & Learning

Healthcare

Logistics & Supply Chain

Energy & Utilities

E-commerce

AI Agents

Agent Teams

Agent Skills

HTML Status Page

Workflow Change Audit Log

Agent-Guided Codex PR Dispatcher

Batch LLM Status Tracker

File Upload Intake Metadata

Tesseract OCR PDF to Text

Brave Search API