Rule templates — pre-built automations

Browse the rule template gallery, pick a template, the form pre-fills, customize scope + parameters, save. Plus 6 cross-platform templates.

Written By Salvatore Sinigaglia

Last updated 19 days ago

Browse the rule template gallery, pick a template, the form pre-fills, customize scope + parameters, save. Plus 6 cross-platform templates.

Rule templates — pre-built automations

/rules/templates. Templates are pre-configured rules (conditions + actions + schedule + cooldown) you can fork to skip the empty-form blank-page problem. The template gallery shows the catalog. Six pre-built cross-platform templates are available when cross-platform rules are enabled for your workspace.

Who is this for

First-time rule builders. Anyone porting common recipes (kill losers, scale winners, frequency cap) without writing them from scratch.

How to use

/rules → From template button. Or /rules/templates directly.

Step 2: Browse + filter

Templates are grouped by category:

  • Kill losers — pause underperforming entities
  • Scale winners — increase budget on top performers
  • Protect spend — alert / cap when budget pace is wrong
  • Frequency cap — pause on creative fatigue
  • Cross-platform (if flag on) — multi-platform performance rules

Each card shows: name, description, applicable entity level, default schedule.

Step 3: Pick a template

Click a card → preview modal: full condition logic + actions + parameters defaults.

Step 4: Customize parameters

Templates declare parameters (e.g. ROAS threshold = 1.5 default). Edit per your workspace's typical performance.

Step 5: Set scope

Templates ship without scope (would be wrong for your workspace). Pick:

  • Ad accounts
  • Entity filter (name pattern + status)
  • Platforms (cross-platform only)

Step 6: Save (paused)

Saving creates a normal rule, tagged with the template it came from (for traceability).

Status starts paused. Preview + activate per the normal workflow.

Cross-platform templates (6 pre-built)

Available when cross-platform rules are enabled for your workspace. They span Meta + Google + TikTok + LinkedIn + Taboola.

Categories include: kill losers, scale winners, frequency cap, spend pacing, cross-platform ROAS comparison.

You instantiate a cross-platform rule from one of these templates in the same way.

What's stored in a template

automation_rule_template schema fields:

  • name, description (en + it for i18n)
  • category (kill / scale / protect / frequency)
  • icon
  • entity_level
  • condition_logic + conditions[]
  • actions[]
  • schedule_type + interval_minutes
  • cooldown_minutes
  • parameters[] — declared customizable parameters (e.g. ROAS threshold)
  • popularity (rank in gallery)
  • is_active (admin can hide deprecated templates)

You can filter the template gallery by category, entity level, and (for cross-platform) platforms, so you see only the templates that fit your scope.

Customizing a template after creation

A rule created from a template is a normal rule — edit anything: scope, conditions, actions, schedule, protections. No link back to the template (template_id is metadata only). Edits to the template later don't propagate to existing rules.

When templates don't fit

If your scenario isn't covered: build from scratch via /rules/new. Or build once, then save as workspace template if your admin enables that flow.

Best practices

Start with template, then customize

Faster than blank rule. Preview, adjust thresholds, validate vs your performance.

Template as documentation

Reading a template's conditions teaches you good patterns (e.g. always pair ROAS with spend guard). Even if you don't use the template, the structure is reference.

Customize parameters per workspace

A "scale winners" template default ROAS threshold = 2.0 may be wrong for your business. Adjust to your reality (some workspaces target ROAS 1.2, others 4.0).

Same template, multiple scopes

You can create N rules from the same template, each with different scope. E.g. "Kill losers" template instantiated per-client.

Common mistakes

  • Activating a template without changing parameters: defaults rarely fit your workspace
  • Forgetting to set scope: rule scope must be set per workspace; templates ship without
  • Cross-platform template without flag enabled: rule creation will fail; ask admin to enable ENABLE_CROSS_PLATFORM_RULES
  • Expecting template edits to update existing rules: they don't propagate; treat templates as starting points only

FAQ

What are Wevion rule templates?

Templates are pre-configured rules — conditions, actions, schedule, and cooldown — that you can fork to avoid the blank-page problem. Browse them at /rules/templates, pick one, customize the parameters and scope, then save. Categories include kill losers, scale winners, protect spend, and frequency cap.

Do I need to set scope on a template?

Yes. Templates ship without scope because a default would be wrong for your workspace. After picking a template you must set the ad accounts, entity filter (name pattern and status), and, for cross-platform templates, the platforms. Forgetting to set scope is a common mistake, and the rule saves in paused status.

If I edit a template later, do my existing rules update?

No. A rule created from a template is a normal rule with template_id stored only as metadata for traceability. There's no link back to the template, so later edits to the template don't propagate to existing rules. Treat templates as starting points and edit the created rule directly.

How do I use cross-platform templates?

Wevion ships 6 pre-built cross-platform templates, available when cross-platform rules are enabled for your workspace, spanning Meta, Google, TikTok, LinkedIn, and Taboola. If the feature is off, cross-platform rule creation isn't available — ask your admin to enable it.

Should I change a template's parameters before activating?

Yes. Templates declare customizable parameters like a ROAS threshold, and the defaults rarely fit your workspace — a "scale winners" default of 2.0 may be wrong when your business targets 1.2 or 4.0. Adjust parameters to your reality, preview, then activate. Activating without changing parameters is a common mistake.