Templates
Save a workflow as a template and start new workflows from My Projects, Shared with Workspace, or Public templates.
Templates are reusable workflow patterns. Browse them at Templates under Build. Create a template from an existing workflow when the graph is a pattern you want to copy into other projects.
Browse templates
Open Templates. Search by name or description, then use the tabs:
| Tab | What you see |
|---|---|
| My Projects | Templates created in your projects |
| Shared with Workspace | Templates shared to everyone in the workspace |
| Public | Templates shared with all Lunnoa Automate users (reviewed before publish) |
Each card shows the template name and the apps used in its trigger and actions.
Use a template
Open Templates
Go to Templates and find a card.
Click Use Template
On My Projects templates, Use Template opens the template in its project. On Shared with Workspace or Public templates, Automate asks you to Select a Project first (or create a project), then opens a copy in that project.
Configure and activate
Review nodes, set connections, and test. The copy is yours to edit. Turn Active on and Save when ready. See Build on the canvas.
Create a template from a workflow
You need permission to create workflow templates (typically Admin or Editor).
Open the workflow
Open the workflow you want to reuse so you land on the canvas.
Open settings
Click the settings (gear) control in the builder header. Stay on General.
Create Template
Under Create Template, save the current workflow as a template. Automate shows Template created with a link to View Templates.
The template keeps the graph structure for reuse. Prefer a clear name and description on the source workflow before you create the template.
Share a template
From a template card’s ⋮ menu (when available):
| Action | Effect |
|---|---|
| Share with Workspace | All workspace members can use it. Project-specific variables and connections are removed; node outputs are stripped. You cannot unshare later; you can delete the template. |
| Share to Public | Available to all Lunnoa Automate users after review. Variables, connections, and outputs are stripped. Lunnoa Labs emails can share publicly. |
Templates vs export
| Approach | Best for |
|---|---|
| Templates | Patterns inside Automate; browse and Use Template |
| Export and import | A portable .lunnoa-workflow file across environments |
See Export and import.
Related
- Settings: Create Template on General
- Build on the canvas
- Export and import
- Workflows overview