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Using templates

A template is a pre-built workflow you can clone into your workspace with one click. Pick from the gallery, customise the few fields you need, save, run.

🎬 Gif needed: templates__use-modal.gif, clicking Use template on a gallery card → the "rename + select credentials" modal opens → clicking Create → the editor opens with the workflow ready, all nodes pre-configured. ~5 seconds.

How to use a template

  1. Navigate to Templates (/templates).
  2. Browse or search.
  3. Click Use template on the card you want.
  4. In the modal:
    • Rename (optional), defaults to the template name.
    • Select credentials, for every connector node in the template, pick (or create) a credential.
    • Set variables, if the template has parameters (channel name, target table, …), fill them.
  5. Click Create.
  6. You're dropped into the workflow editor with the cloned workflow, ready to inspect, customise, save, and run.

The cloned workflow is independent, future edits to the source template don't propagate. It's your copy now.

The new workflow

Starts in draft status. Walk through:

  1. Read the Description the template author added.
  2. Click each node and review its config.
  3. Test at least the trigger node and one downstream node.
  4. Flip status to Active when ready.

Templates from the palette

The node palette (left sidebar of the editor) also has a Templates section near the bottom. Drag a template entry onto your canvas, it inserts as a Sub-Workflow node referencing that template. Use this for composing larger workflows from template building blocks.

Different from "Use template", that clones the template into a standalone workflow.

Tips & gotchas

  • Templates are a starting point, not a final product. Most need at least the credentials swapped and often a few field adjustments.
  • Templates assume a typical setup. A "Stripe → Slack" template assumes you have Stripe and Slack credentials. If you don't, create them in the modal.
  • System templates vs community templates. System templates are curated by Flero; community templates are user-contributed via the Marketplace. Both behave the same.
  • No retroactive updates. When you "Use template", you fork it. If the original template improves, your copy doesn't.

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