Template gallery
/templates is the catalogue of pre-built workflows you can clone with one click.
📸 Screenshot needed:
templates__gallery.png, Templates screen showing the category filter pills, a search field, and a grid of template cards each with icon, name, description, difficulty badge, required connectors, and a "Use template" button.
Layout
- Header, title and short description.
- Search, by name, description, or tag.
- Category filters,
All / Communication / Data / Marketing / CRM / DevOps / Support / Finance / Operations / AI. - Difficulty filter,
Beginner / Intermediate / Advanced. - Grid of template cards.
What's on a card
- Template name, icon, short description.
- Difficulty badge.
- Required connectors, the services this template integrates with (e.g. "Slack, Webhook, Mailchimp"). If you don't have one set up, you'll be prompted to during cloning.
- Node count, rough complexity indicator.
- Use count, how many times this template has been cloned across all workspaces (popularity signal).
- Author, Flero (for system templates) or a community contributor (for marketplace).
- Use template button.
Categories
| Category | Examples |
|---|---|
| Communication | Slack-on-event, email digest, Teams notification |
| Data | Schedule-driven ETL, CSV-to-database, dataset enrichment |
| Marketing | Lead capture → CRM, campaign analytics, social scheduler |
| CRM | Salesforce ↔ HubSpot sync, lead scoring, deal-stage notifications |
| DevOps | Deploy notifications, incident routing, log analyser |
| Support | Ticket triage, SLA monitor, sentiment-flagged escalation |
| Finance | Invoice approval, expense report router, AR reminder |
| Operations | Order processing, fulfilment alerts, inventory sync |
| AI | Document Q&A, RAG pipelines, AI agents, smart routing |
Searching
The search box matches against name, description, tags, and the connectors the template uses. Useful queries:
stripe, anything that integrates Stripeapproval, workflows that include human-in-the-loop stepsdaily, scheduled workflowsai, workflows using AI Agent nodes
Combine with category and difficulty filters to narrow further.
Preview
Hover a card for a longer description tooltip; click anywhere on the card (not the button) to open the full template detail page:
- Full description.
- Node graph preview (read-only canvas snapshot).
- Field-by-field configuration the template uses.
- Example input / output.
- Reviews from other users (for marketplace templates).
- Version history.
- Use template primary button.
Filtering by what you've connected
Toggle Show only templates I can use (top-right of the gallery) to hide templates that need connectors you haven't set up. Reduces noise once you know what's installed.
Tips & gotchas
- Use counts can be a vanity signal. A high count means popular but doesn't tell you whether the template fits your scenario. Read the description.
- System templates are versioned. Reviews and use counts apply to the latest version.
- Marketplace templates carry the contributor's reputation. Check the author and reviews for community-published templates.
- Templates aren't sandboxed. They use real credentials and run for real once cloned and activated. Test before going live.
Related
Found something out of date? This page lives in the Flero docs content set.