When to Use Workflow Templates

Workflow Template Projects (PWTs) are best for processes you repeat often. They provide structure, consistency, and efficiency by reusing the same stages, tasks, and dependencies each time.

When to use Workflow Templates (without AI)

• For established, repeatable processes you already know.

• Example: A quarterly financial close where the same checklist of tasks applies each time.

• Benefits: Saves time on setup, ensures consistency across runs, and reduces the chance of missing steps.

When to use Workflow Templates with AI

• For processes that are less defined, or when you want Motion to generate a starting point.

• Example: Launching a marketing campaign — describe the campaign type, and Motion AI drafts stages like planning, content creation, launch, and reporting.

• Benefits: Faster setup, guidance when defining new processes, and flexibility to refine the AI-generated draft to fit your team.

Key distinction

• Without AI → Best when you have a mature, repeatable workflow.

• With AI → Best when you need help jumpstarting a new process or adapting a workflow quickly.