BETA - Templated Conversations

Email Templates

PLEASE NOTE: The Automation Engine is currently in Beta and lives within Workamajig Labs. Features and functionality may change as we continue to develop this tool. We are actively encouraging user feedback to help shape future improvements.
 

SETUP VIDEO

A universally excellent use case for templated text is standardized project status reports. Using a pre-defined framework ensures that your updates are consistent, easy to scan for stakeholders, and prevents vital details (like blockers or budget metrics) from being accidentally omitted. 

Beyond status updates, here are a few other highly effective use cases and exactly how to implement them:

1. Project Kick-Off Emails & Briefs

• The Benefit: Sets clear expectations across the board and ensures no two project leads communicate differently to new clients or stakeholders.
• What to include: Project scope, core deliverables, key milestones, primary points of contact, and a link to the shared workspace. 

2. Client & Stakeholder Hand-offs

• The Benefit: Guarantees a smooth transition when moving a project from one department to another (e.g., Sales to Customer Success, or Design to Development).
• What to include: Client context, project history, goals achieved, and outstanding items. 

3. Bug Reports or Technical Feature Requests (Use Cases)

• The Benefit: Eliminates the back-and-forth "we need more information" loop between developers and stakeholders/testers.
• What to include: User role (Actors), step-by-step reproduction instructions, expected outcome, actual outcome, and severity. 

4. Meeting Agendas & Minutes

• The Benefit: Keeps meetings highly actionable, organized, and focused on deliverables rather than conversation drifting.
• What to include: Goal of the meeting, talking points, key decisions made, and assigned next steps (who is doing what, and by when). 

5. Lessons Learned / Post-Mortem Reviews

• The Benefit: Standardizes how your organization learns from past projects to improve future workflows.
• What to include: What went well, what went wrong, actionable recommendations for next time, and process bottlenecks.