Workflow Templates

Workflow templates are reusable blueprints that let team members quickly create new workflows from proven patterns. Templates are especially useful for non-technical users who want to leverage automation without building workflows from scratch.

Overview

Templates capture a complete workflow configuration at a point in time. When someone uses a template, they get a new workflow pre-configured with all the nodes, connections, and settings from the original.

┌─────────────────┐     Publish     ┌─────────────────┐
│   Working       │ ──────────────▶ │    Template     │
│   Workflow      │    as template  │    Library      │
└─────────────────┘                 └─────────────────┘
                                           │
                                    Use    │
                                 template  │
                                           ▼
                                    ┌─────────────────┐
                                    │   New Workflow  │
                                    │   (Draft)       │
                                    └─────────────────┘

Why Use Templates?

For Teams

• Standardization: Ensure consistent process execution across the team
• Knowledge sharing: Let experts create templates for others to use
• Faster onboarding: New team members can start with working patterns

For Non-Technical Users

• No building required: Use pre-configured workflows immediately
• Lower barrier: Skip the learning curve of workflow design
• Self-service: Access automation without depending on technical team members

For Organizations

• Best practices: Capture and distribute proven workflow patterns
• Scalability: Enable broader adoption of Agents across teams
• Governance: Control which patterns are available for use

Using Templates

Finding Templates

1. Navigate to the Agents page
2. Click Use Template button
3. Browse the template library

Template Library

The template modal shows all available templates:

Using a Template

1. Find the template you want
2. Click the actions menu (⋮)
3. Select Use template
4. A new workflow is created in Draft status
5. Customize the workflow as needed
6. Release when ready

Previewing Templates

Before using a template, you can preview its structure:

1. Click the actions menu (⋮)
2. Select Preview
3. View the workflow in read-only mode

This helps you understand what the template does before creating a workflow from it.

Creating Templates

Any workflow can become a template. This lets you share your work with the team.

Publishing a Workflow as Template

1. Go to the Agents page
2. Find the workflow you want to share
3. Click the actions menu (⋮) on the workflow row
4. Select Publish as template
5. Enter a name and description
6. Click Publish template

Template Details

When publishing, provide:

Tips for good template descriptions:

• Explain the use case (e.g., "Automatically follow up after sales meetings")
• List prerequisites (e.g., "Requires Slack integration")
• Note any customization needed (e.g., "Update the Slack channel ID after creating")

What Gets Captured

Templates capture the complete workflow configuration:

• All nodes and their settings
• All connections between nodes
• Trigger configuration
• Retry policies
• Node names and positions

Templates do not capture:

• Execution history
• Organization-specific IDs (these need updating after use)
• Integration credentials (users connect with their own)

Managing Templates

Editing Template Details

Template creators and admins can update template metadata:

1. Open the template library
2. Find your template
3. Click actions menu (⋮)
4. Select Edit details
5. Update name or description
6. Save changes

Note: Editing details doesn't change the workflow configuration captured in the template. To update the workflow itself, publish a new template from the updated workflow.

Archiving Templates

Archive templates that are outdated or no longer recommended:

1. Open the template library
2. Find the template
3. Click actions menu (⋮)
4. Select Archive

Archived templates:

• Don't appear in the default template list
• Can be viewed in the "Archived" tab
• Can be unarchived if needed later

Deleting Templates

Permanently remove templates that are no longer needed:

1. Open the template library
2. Find the template
3. Click actions menu (⋮)
4. Select Delete Permanently
5. Confirm deletion

Warning: Deletion is permanent. Existing workflows created from the template are not affected.

Template Permissions

Best Practices

Creating Good Templates

1. Test thoroughly - Ensure the workflow works before publishing
2. Use clear names - Make it obvious what the template does
3. Write descriptions - Help users understand when to use it
4. Document customization - Note what users need to change
5. Keep it focused - One template per use case

Organizing Templates

• Naming convention: Use prefixes for categories (e.g., "Sales: Meeting Follow-up")
• Archive unused: Keep the library clean by archiving old templates
• Version naming: Include version hints if updating (e.g., "v2" suffix)

Template Lifecycle

1. Develop: Build and refine the workflow
2. Test: Verify it works for the intended use case
3. Publish: Create the template with good documentation
4. Support: Help team members customize their copies
5. Update: Publish new templates as processes improve
6. Archive: Remove outdated templates

Common Use Cases

Meeting Automation Templates

CRM Integration Templates

Notification Templates

Troubleshooting

Template doesn't appear in library

• Verify you have Creator or Admin role
• Check if the template was archived (view Archived tab)
• Confirm the template was published successfully

New workflow from template has errors

• Check that required integrations are connected
• Update organization-specific values (channel IDs, record IDs)
• Verify you have permission for all integration nodes

Can't edit template details

• Only the template creator or admins can edit
• Contact the creator or an admin

Related

• Getting Started
• Workflow Design Guide
• Versioning