Templates

You don’t have to start from a blank canvas. The Helix template gallery offers ready-made automations you can adopt in one click, then customize for your workspace.

Adopting a template

Browse the gallery, pick a template that matches what you want to do, and adopt it. Helix copies the template into your workspace as a new, fully editable automation — its own steps, triggers, and controls — that you own. From there, connect the tools it needs, adjust the steps, set your budget cap, test it with a dry-run, and go live.

A template references the kinds of tools it needs (for example a payments tool or an e-signature tool) rather than a specific account, so it lights up as soon as you connect a matching connector.

Template packs by vertical

Templates come in packs organized around a line of work. Adopt a whole pack to get a set of automations that work together.

Real estate & leasing

The leasing pack is a set of automations for property managers — the kind of long-running, multi-party, approval-gated work Helix is built for:

Automation	What it does
Applicant → Lease	Screen an applicant, decide, generate and send a lease for signature, collect the deposit and first month, and provision the new tenant.
Maintenance / Work Order	Take in a maintenance request, classify its urgency, dispatch it to the right vendor, track it to resolution, and keep tenant and owner informed.
Rent Collection & Delinquency	Check payments on the 1st, and run a reminder sequence for anyone late — with waits between nudges and a late-fee step.
Lease Renewal	Ahead of a lease expiring, prepare a renewal offer, send it for signature, and update your records.
Move-in / Move-out	Coordinate the multi-week checklist — inspections, keys, utilities, deposit return — with waits and escalations along the way.
Listing & Lead Response	Generate a listing for a vacancy and respond to incoming leads.
Owner Reporting	Each month, pull the numbers, generate an owner statement, and deliver it.
Inspection & Compliance	Run an inspection checklist, flag issues, and open work orders automatically.

Each is a starting point — adopt it, connect your tools, and tailor the steps, approvals, and budget to how you operate.

More packs for other lines of work — customer service, finance, HR, and beyond — build on the same set of step types, recombined for a different process.