Section 4: Templates and use cases

Templates and starting points

5 min readLesson 19 of 35Open in HyperDM

You rarely start from a blank screen in HyperDM. There are three kinds of starting point: the starter cards on an empty Automations page, the Growth tools shortcuts, and the recipes behind Start from a template in the flow builder. The first two open the automation form with a trigger already picked. A recipe installs a whole flow that you then make your own.

Screenshots show the real HyperDM app with a demo workspace. Names and numbers are examples.

Starter cards on Automations

A workspace that hasn't built anything yet sees "Let's build your first automation" on Automate → Automations, with six cards, one per trigger. Click one and the builder opens set to that trigger.

Automations on a new workspace, the six starter cards with Comment → DM picked
Automations on a new workspace, the six starter cards with Comment → DM picked
CardStarts when
Comment → DMSomeone comments your keyword on a post or reel
Keyword → DMSomeone DMs your keyword
Story reply → DMSomeone replies to your story
Story mention → DMSomeone mentions you in their own story
Conversation startersSomeone opens your DMs and taps one of your welcome prompts
Welcome new followersSomeone follows you. It can't go live yet, because Instagram hasn't granted HyperDM follow events

Once you've built anything, the cards make way for your list. From then on, New automation gives you the same choice of triggers under What starts it, and folders keep a long list tidy.

A new automation's What starts it, with Someone comments a keyword chosen
A new automation's What starts it, with Someone comments a keyword chosen

Growth tools

Automate → Growth tools holds two working shortcuts. Configure on Comment-to-DM or on Keyword triggers opens the same builder with that trigger selected, and whatever you build there shows up in Automations. The other two cards, Link in bio and QR code, say Not available yet because they aren't built.

The builder that Configure on Keyword triggers opens, with Someone DMs a keyword already chosen
The builder that Configure on Keyword triggers opens, with Someone DMs a keyword already chosen

Recipes in the flow builder

Open Automate → Flow builder and choose Start from a template. You can search the recipes, filter them by their trigger (such as DM keyword or Comment), or browse four categories: Grow & Capture, Sell & Convert, Engage & Delight and Run Your Backend. Home's Quickstarts tab shows eight of them too.

Build a new flow, with Start from a template
Build a new flow, with Start from a template
Start from a template, with the search, the four categories and the trigger filters
Start from a template, with the search, the four categories and the trigger filters

A few to know:

RecipeStarts onWhat it does
Comment → link + emailA comment with LINKSends a teaser, then the link, then offers to email it
Free lead magnetA comment with FREE or GUIDETeases your freebie behind a tap, sends it with the link, then asks for an email
Follower-gated linkA comment with LINKSends the link only to people who follow you, using a Follow gate step
Giveaway entry collectorA comment with WINOpens the DM on a tap, takes an email as the entry and tags every entrant
Coupon dropA comment with CODESends your discount code on a line of its own so it's easy to copy, then your shop link
Booking request → calendarA DM with BOOKAsks which day suits them, tags the request and sends your calendar link
Lead qualifierA DM with QUOTEAsks for a budget, then tags the person as a hot lead or one to nurture
Get me a humanA DM with HUMANSays a person will reply, tags them, and pauses your automations and the AI for that person for 3 hours

Every plan can install recipes. On Free you can hold up to 5 flows. A recipe with an AI Step in it (such as Keyword FAQ → AI agent) needs Growth or higher to save, and a step that sends a file or a voice note needs Starter or higher. Recipes whose trigger isn't available to your workspace aren't listed.

Use a recipe

  1. Pick it. The canvas fills in step by step, then a review opens.
    The review after picking Comment → link + email, with Discard and Use this flow
    The review after picking Comment → link + email, with Discard and Use this flow
  2. Click Use this flow to keep it, or Discard to get back exactly what you had.
  3. Open Finish setup. It lists every placeholder the recipe left for you, like your link or the product to send.
    Finish setup, listing the recipe's placeholder link to swap for your own
    Finish setup, listing the recipe's placeholder link to swap for your own
  4. Change the trigger keyword and rewrite the messages in your own words.
    The recipe's trigger step with its keyword changed to GUIDE
    The recipe's trigger step with its keyword changed to GUIDE
  5. Read Design checks, fix anything red, then click Set live.
    Design checks, with the placeholder link flagged red and Fix it
    Design checks, with the placeholder link flagged red and Fix it

The first time you save a flow from a recipe, HyperDM creates any contact fields it needs. A recipe is an ordinary flow once installed, so you can change any step.

Heads up. A live automation on the same keyword wins the comment, and the flow never runs. If you rebuild an automation as a flow, pause the automation once the flow is live.

Which starting point to use

Use a starter card when you have one keyword and one link. It's a short form, and Publish puts it live. Reach for a recipe when the conversation needs more than one turn, like a question, a follow check, a wait or a branch. An automation you've already built can become a flow later with Open as flow in its row's ⋯ menu.

An automation's ⋯ menu open on the Automations list, with Open as flow
An automation's ⋯ menu open on the Automations list, with Open as flow

Next, see the starting points in use: affiliate links, lead generation and selling in DMs.

FAQ

Are templates free to use?

Yes, on every plan. Free holds up to 5 flows, a recipe with an AI Step needs Growth or higher to save, and sending a file or voice note needs Starter or higher.

Can I edit a template after installing it?

Yes. An installed recipe is an ordinary flow, so you can change the trigger keyword, the messages and any step before or after it goes live.

Can I reuse a flow I built myself?

Yes. A flow's row menu on Automations has Duplicate and Export JSON, and Start from a template can import a flow file.

Why can't Welcome new followers go live?

It waits on Instagram granting HyperDM follow events. The card and the form say so rather than letting you build something that would never run.

Try it on your own account.

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