Skip to main content

Templates

Templates are ready-made workflows you can start from instead of building on a blank canvas. Each one is a validated graph covering a common pattern — you fill in your own connections, secrets, and endpoints, then publish.

Using a Template

  1. In Workflows, click Templates (or New from template).
  2. Browse the gallery and open a template to preview its nodes.
  3. Click Use this template.
The template is created as a new workflow in a disabled draft:
  • Disabled — it won’t run until you review and enable it, so a half-configured template never fires by accident.
  • Draft — it opens in the builder for you to customize before publishing.

Customizing After Import

Before enabling, replace the template’s placeholders with your own values:
  1. Connections — point any app-connector nodes at your Connections.
  2. Secrets — swap placeholder credentials for {{secrets.NAME}} references.
  3. Endpoints & fields — set real URLs, recipients, and body fields.
  4. Trigger — configure the trigger (schedule, webhook, app event, …).
Run it manually (or test individual nodes) to confirm it behaves as expected, then Publish and toggle Enabled.

Plan & Limits

Creating from a template counts toward your plan’s workflow entitlements (the same limits as building one by hand). If you’re at your workflow limit, the import is blocked until you free a slot or upgrade.

Next Steps

Creating Workflows

Build or customize a workflow step by step

AI in Workflows

Let the copilot draft a workflow from a prompt