Templates

Templates are reusable workflow starting points.

Use a template when you want a working shape faster than building every node from scratch.

Browse templates

Open Templates to search or browse available workflow templates.

A template may include:

• A suggested workflow structure.
• Prebuilt nodes and connections.
• Notes about what to customize.
• Required credentials or services.

Use a template

1. Open Templates.
2. Choose a template that matches your goal.
3. Review the details.
4. Click Use.
5. Save the new workflow.
6. Replace placeholder values, credentials, and messages.
7. Run a test execution.

Customize before relying on it

Templates are starting points, not guarantees.

Before using one for real work:

• Rename the workflow.
• Confirm every node does what you expect.
• Add or update credentials.
• Run with safe test data.
• Inspect the execution output.

When to start from a template

Use templates when:

• You recognize the workflow pattern.
• The template saves setup time.
• You want to learn from a known example.

Start from scratch when the workflow is small or very specific.