Templates
A template is a saved copy of a workflow’s design that you can reuse. Once you have built a workflow you are happy with, save it as a template, and anyone in your organization can create new workflows from it in one step. Templates are how you standardize the patterns your team uses over and over, like a renewal-outreach flow or a new-client onboarding flow.
Creating a template
You can make a template two ways:
- From an existing workflow. Save any draft or published workflow as a template. It captures the workflow’s design as it is at that moment. (Archived workflows cannot be saved as templates.)
- From scratch. Build a template directly when you want a reusable starting point that is not tied to a particular workflow.
A template holds the design of the workflow, not a running copy. Changing a template later does not change the workflows already created from it.
Using a template
Creating a workflow from a template makes a new draft with a copy of the template’s steps and connections. From there it is an ordinary workflow: rename it, adjust the steps, and publish it when it is ready. The new workflow remembers which template it came from, so you can trace its origin.
Templates are a great way to hand off a proven pattern. Build the flow once, save it as a template, and let the rest of the team start from a known-good design instead of a blank canvas.
Organizing with tags
As your library grows, tags keep it tidy. A tag is a short label you attach to a template, and you can filter your templates by tag to find what you need. Common ways to tag:
- By purpose, like
onboarding,notifications, orreporting. - By team, like
team-salesorteam-service. - By stage, like
productionordraft.
A tag is lowercase and uses letters, numbers, hyphens, and underscores (for
example renewal-outreach or high_priority). A template can have as many tags
as you like, or none.
When you filter by more than one tag, only templates that have all of the tags you chose are shown, so combining tags narrows the list.
Retiring a template
When a template is no longer needed, archive it. An archived template cannot be used to create new workflows and stops appearing in your active list, but the workflows already made from it keep working.