Templates

The Templates page is the catalog of built-in starter flows. Pick one and the flow editor opens with its steps already on the canvas, so you begin from something that works rather than from an empty canvas.

Choosing a kind

Kind is how you navigate the catalog rather than a filter you apply to it: only one kind is on screen at a time. The page opens on the question What are you starting with?, with a card for each kind—because the difference between them is how much of an automation each one gives you.

Kind	What it is	When to pick it
Examples	Single-node lessons showing how one node is configured.	A lesson rather than a shipment. One node, configured, to read before you build your own.
Recipes	Reusable fragments that solve one common sub-task.	A piece of an automation, not a whole one. Insert it into a workflow you are already building—or start one here and it adds a trigger to get it going.
Workflows	Complete, production-ready automations to use as-is or adapt.	Ready to run. It brings its own trigger, so you can turn it on as-is or adapt it.

Each card carries a badge counting the templates in that kind, and a row of icons previewing the node types that kind touches. Click Browse to drill in.

Inside a kind

Drilling in collapses the three cards into a tab strip, so you can move between kinds without going back to the chooser. Above the grid of templates, a short reminder of what the kind is stays in place.

Each kind has its own address, so a link that opens straight into one can be bookmarked or shared. ← All kinds returns to the chooser.

Control	What it does
Search templates	Narrows the grid as you type—no reload. Matches the template's name, its description, its tags, and the names of the node types it uses, so searching for an integration finds a template whose wording never mentions it.
Node types	A dropdown of every node type any template uses, grouped into Triggers, Conditions, and Actions. Check as many as you like; a template matching any checked type stays on screen. The toggle shows how many are checked while it is closed.
Result count	How many templates the filters are letting through, out of the kind you have open.
Clear filters	Undoes the search and the node-type checkboxes at once. Appears only when something is filtered.

The counts on the tabs update as you type, so a search that only matches another kind is still visible from the one you are in. When nothing in the open kind matches, the grid is replaced by No templates match your filters.

A template card

Part	What it is
Name	The template's name.
Description	What the template does, up to four lines.
Icons	One icon per node type the template uses. Point at an icon to name the node types behind it.
Preview	Opens a read-only popup of the template's flow, so you can read it before committing to it.
Use template	Opens the flow editor loaded with the template's steps, as an unsaved automation. Nothing is created until you save it.

Where you are using a mouse or trackpad, the two actions are revealed when you point at the card or reach it with the keyboard; on a touch device they are always shown.

A card carries no kind badge, since every card on screen belongs to the kind you are browsing, and it carries no tags either—tags are a filter on the recipe picker inside the flow editor rather than something a catalog card shows, though the search box still matches them.

Using a recipe without leaving the editor

A recipe is also reachable from an automation you are already building: click + on an edge and choose Recipe…. The picker shows the same cards, narrowed to recipes and with a row of tag pills to toggle, and splices the recipe's steps into the flow at that point instead of starting a new automation. See Starting from a template.

Related

• Starting from a template—what each built-in template does, and how the recipe picker works.
• Building automations—the flow editor Use template opens.
• Automations—where a template you saved shows up afterwards.
• Build—the other way to start without an empty canvas.