Beginner3 min

Browsing Templates

Find the perfect workflow template for your needs. Browse, filter, and preview before installing.

Accessing Templates

From Dashboard

  1. Click Templates in the sidebar
  2. Or click Browse Marketplace on dashboard

From Workflow Editor

  1. Click + New Workflow
  2. Select Start from Template

Filtering Templates

By Category

Filter templates by use case:

  • Marketing Automation
  • Sales Processes
  • Customer Support
  • Data Management
  • Developer Tools
  • HR & Operations

By Industry

Find templates for your industry:

  • E-commerce
  • SaaS
  • Healthcare
  • Finance
  • Education
  • Non-profit

By Complexity

Filter by difficulty:

  • Starter - Simple, few nodes
  • Intermediate - Multiple branches
  • Advanced - Complex logic

By Rating

Sort by community ratings:

  • ⭐⭐⭐⭐⭐ (4.5+)
  • ⭐⭐⭐⭐ (4.0+)
  • All ratings

Template Cards

Each template shows:

| Element | Description | |---------|-------------| | Preview | Visual thumbnail | | Title | Template name | | Creator | Who made it | | Rating | Average stars | | Installs | Usage count | | Price | Free or cost |

Previewing Templates

Quick Preview

Hover over a template card to see:

  • Node count
  • Integration requirements
  • Brief description

Full Preview

Click a template to view:

  • Complete description
  • Full workflow diagram
  • Required integrations
  • Version history
  • Reviews

Try Before Install

Some templates offer:

  • Interactive demo
  • Sample execution
  • Test with dummy data

Search Tips

Keywords

Search by:

  • Template name
  • Description terms
  • Integration names
  • Use case keywords

Examples

  • "slack notification"
  • "email marketing"
  • "data sync"
  • "customer onboarding"

Integration Requirements

Checking Requirements

Before installing, verify you have:

  1. Required integrations connected
  2. Necessary permissions
  3. Compatible account tier

Missing Integrations

If requirements not met:

  1. Template shows what's needed
  2. Click to connect integrations
  3. Return to install

Free vs Premium

Free Templates

  • Community contributed
  • No cost to use
  • Basic support
  • May have limitations

Premium Templates

  • Professional quality
  • Paid one-time or subscription
  • Creator support
  • Regular updates

Saving for Later

Favorites

Save templates to review later:

  1. Click the heart icon
  2. Find in My Favorites

Collections

Organize saved templates:

  1. Create collections
  2. Add templates to collections
  3. Share collections with team

Next Steps

Tags

marketplacetemplatesbrowsing