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Workflow templates are reusable workflow packages. They are designed to share structure without sharing live secrets or concrete resource IDs.

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Template Categories

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What A Template Contains

A template package contains:
  • workflow definition
  • interface
  • metadata
  • binding manifest
  • setup summary
  • risk summary
Bindings are replaced with placeholders so importing teams can map their own agents, channels, connectors, credentials, resources, endpoints, or models.

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Required Setup

Before a template can run, remap required placeholders. Examples:
  • choose the Slack channel binding
  • choose the agent that performs research
  • connect the CRM connector
  • provide the endpoint used by an HTTP action

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Risk Review

Review risk labels and validation warnings before using a template. Pay special attention to:
  • connector actions
  • HTTP requests
  • send-message steps
  • user code runner steps
  • high-risk fleet or collaboration steps

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Best Practices

  • Use templates to standardize repeatable operations.
  • Keep secrets out of templates.
  • Rename imported workflows clearly.
  • Test before publishing.
  • Review bindings after every import.