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:
👉 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