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Templates are starter flows built from the triggers, conditions and actions available in the automation builder. Open Automations → Templates to search the gallery or filter it by Onboarding, Retention, Engagement, Lifecycle or Operations. Each card shows a preview of the flow and its trigger and action counts. Open a card to inspect the full flow before copying it. The gallery includes flows for every current trigger: Some flows show how to use Wait, Store is in segment, Variable matches a value and Populate custom field. For example, the install welcome sequence sends an email, waits two days, then sends a follow-up. The segment-based subscriber flow only follows the Yes branch for a segment you choose. The live store activity alert branches on whether the store is a test store.

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Use a template

Click Use this template to copy the flow into your app. The copy starts inactive. If it has a Send Email step, Meridian creates a separate editable email for each such step and attaches it to the copied flow. The email has a subject, preview text and body, so the action does not point at an empty email. You need both Create automations and Edit emails permissions to use an email flow. A flow without email only needs Create automations. Review the copy before activating it. The starter emails use variables such as {{store_name}} and {{subscription_plan}}. Edit their wording to fit your app. For a Slack flow, connect a workspace in app settings and choose a channel. A segment condition needs one of your app’s segments. A custom field action needs a target field. The usage view threshold flow needs a view and a threshold. Templates leave these app-specific choices open. Once copied, the automation and emails belong to your app. You can edit them freely. Later gallery changes do not change your copies. Nothing runs until you activate the automation.
Last modified on September 28, 2026