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A template is a flow that is ready to use. It brings the steps. You choose the connections and fill in what is open. The template library lists every template your instance has.

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Open the library

Select Template library in the sidebar of Automation. The page lists the templates as cards. Search by name or description.

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Use a template

1

Choose a template

Select Use template on a card.
2

Choose where it goes

Choose the automation workspace and give the flow a name. You see only workspaces where you are an editor or an admin.
3

Fill in what is open

The flow opens in the editor as a draft. A step whose plug is not installed is marked, and a step that needs a connection asks you to choose one. Complete the marked steps, then publish the flow.
A template never holds connection values. Using it creates a draft that only you can see until you publish.

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Save your own template

A system administrator opens a flow and selects Save as template in the editor, with a name and a description. The template appears in the library for everyone who may build flows. See Import, export and templates for files, Git and the export format.
Last modified on October 26, 2026