Automation Templates
Save and reuse workflow patterns as parameterized templates for repeatable automation.
Automation Templates let you save successful workflow patterns as reusable templates. Define parameterized steps once, then execute them repeatedly with different inputs.
What is an Automation Template?
An Automation Template captures a sequence of workflow steps with configurable parameters. Instead of rebuilding workflows from scratch, you save a proven pattern and reuse it across projects.
Examples:
- A data extraction pipeline that scrapes, processes, and stores content
- An onboarding workflow that creates accounts across multiple systems
- A reporting template that gathers metrics and generates summaries
Creating a Template
Define the Template
Go to Automation Templates in the sidebar and click New Template.
Provide a name, description, and category for easy discovery.
Configure Workflow Steps
Define the sequence of steps the template will execute. Each step is stored as a parameterized workflow definition.
Add Parameters
Define user-configurable parameters that change between executions. Parameters use a JSON schema to define types, defaults, and validation rules.
Save and Categorize
Choose a category (e.g., data-extraction, reporting, onboarding) and add tags for searchability. Optionally share the template with your organization.
Template Properties
| Property | Description |
|---|---|
| Name | Display name for the template |
| Description | What the template does |
| Workflow Steps | Parameterized step definitions (JSON) |
| Parameters | User-configurable input schema |
| Category | Classification (e.g., reporting, onboarding) |
| Tags | Searchable labels |
| Version | Auto-incremented version number |
| Public | Whether the template is shared with organization members |
Sharing Templates
Templates support two visibility levels:
- Private (default) - Only visible to the creator
- Public - Visible to all members of the organization
To share a template, toggle the Public setting when editing.
Multi-Tenant Support
Automation Templates work in both personal and organization contexts:
- Personal (
/app/automation-templates) - Your private templates - Organization (
/app/{org}/automation-templates) - Organization-scoped templates - Public templates are only shared within the same organization
Usage Tracking
Each template tracks:
- Use count - How many times the template has been executed
- Last used - When the template was last run
- Version history - Changes over time