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Use and save templates

Start a workflow from a template, or save one of yours for others to start from.

4 min · Cloud, Self-hosted and Embed

Use a template

  1. Open Templates. Each one says what starts it, its steps, and the apps it needs.
  2. Press Use template.
  3. Connect: pick the account each app’s steps use, or press Connect and the app’s name to add one.
  4. Fill in: the values it came with. You can leave them for later.
  5. Create: give it a name and a folder, then press Create and publish, or Create draft.
Use a template, at Connect: each app with the account its steps will use.

Nothing is made until you press Create. The workflow is your own copy: later changes to the template don’t reach it. If something is still missing, it is made as a draft, with what’s left listed at the top.

Templates the product you use shares are marked From and its name, ahead of your own.

Save a workflow as a template

  1. In Workflows, open the workflow’s menu and choose Save as template….
  2. Give it a Name, and say What it does.
  3. Press Save as template.

Everyone in your organization can then start from it.

Everyone in your workspace can then start from it. Other accounts never see it.

Goes with itStays here
Its steps, in order, and their settingsConnections: each person picks their own
Its trigger and its schedulePasswords and tokens typed into steps
Plain variables and notesIts web address and its runs

Values that point into your own accounts, such as a sheet, are blanked. Whoever uses the template fills them in.

Change or delete a template

In a template’s menu: Edit details…, Update steps from a workflow… or Delete…. Workflows made from it are copies, so they keep working. You can undo a delete for 30 seconds.

Who can use templates?

Editors and admins of the workspace. Others see them, and ask an admin.

Check it worked

The new workflow is in Workflows: Live if you published it, or a draft that says what’s left to do.

For developers

List templates, Make a workflow from a template and Save a workflow as a template do the same over the API. Copy as JSON copies a template’s steps, without connections or secrets.

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