Templates are your secret weapon for building powerful automation quickly and consistently. Think of templates as pre-built action patterns that are ready to deploy in seconds rather than building from scratch.
Template types
There are two types; public and private templates.
Public templates
These ready-made configurations connect to popular services and products. Simply drag the product onto your storyboard, select your task, and the template handles the complex configuration details automatically.
Private templates
Create your own reusable patterns for team-specific needs. These custom templates become your automation building blocks, ensuring consistency while dramatically reducing build time.
To access your private templates, click on your user menu → Templates:
Edit private templates
To edit a private template:
Within the Templates menu, click on the template you wish to edit to open the Edit Template window:
Delete private templates
To delete a private template:
Within the Templates menu, click on the three-dot menu next to the template you wish to delete → Delete:
Filter private templates
Filter your private templates by product by clicking the All Products drop down menu at the top of the templates menu screen.
👉 For more information on private templates, see here.
Templates best practices
To get the most from templates:
Start with templates, then customize: Begin with a template and adapt it to your specific needs rather than starting from zero
Create templates for repetitive patterns: If you find yourself building the same action structure repeatedly, convert it to a private template
Document your custom templates: Add clear descriptions so your team understands when and how to use each template
Keep templates focused: The best templates solve specific problems rather than trying to be all-purpose