Sharing & Managing Templates

Templates allow you to reuse and distribute workflows efficiently. You can share them privately, with specific users, or publicly—while ensuring sensitive data is always protected.

Overview

The template sharing system is designed to:

• Protect sensitive data automatically
• Allow flexible sharing options (private, shared, public)
• Enable fine-grained permissions for collaborators
• Make templates easy to reuse and distribute

1. Accessing the Share Feature

Step 1: Open the Control Center

Navigate to your workflow and locate the Control Center.

Step 2: Click Share

Click the Share button to begin the template sharing process.

2. Template Sanitization

Before sharing, you must decide how much data to include in your template.

Step 1: Choose Data Handling Option

The Template Sanitization Modal appears after clicking Share.

Step 2: Select an Option

You can choose between:

• Keep Value Context
  • Retains selectors, usernames, and workflow data
• Remove All Data
  • Removes selectors and all user-specific inputs

Step 3: Understand Automatic Protection

Regardless of your choice:

• Passwords
• Tokens
• API keys
• Personal credentials

are always removed automatically.

3. Creating a Template

After sanitization, you’ll define your template details.

Step 1: Fill Template Details

The Create Template Modal appears.

Step 2: Configure Template Settings

Provide the following:

• Name – Template title
• Version – Version identifier
• Description – What the template does

Step 3: Set Visibility

Choose how the template is shared:

• Private – Only you can access it
• Shared – Only selected users can access it
• Public – Available to all users

Step 4: Add Metadata

• Category – Organize templates
• Credits – Usage cost (if applicable)
• Tags – Improve discoverability

4. Managing Templates

Once created, templates can be managed from the sidebar.

Accessing Your Templates

• Navigate to Automation Templates
• Click My Templates
• Select any template to view or edit

5. Sharing with Specific Users

You can restrict access to selected users using email-based sharing.

Step 1: Open Share Settings

Open a template and choose to share it.

Step 2: Add Users

Enter the user’s email address.

Step 3: Assign Permissions

Choose what the user can do with the template.

Permission Levels

6. Accessing Shared Templates

When a template is shared with a user:

• It appears under Shared Templates in their dashboard
• Access level depends on assigned permissions
• Users can interact based on View, Use, or Fork rights

7. Best Practices

Data Safety

• Always review what data you are sharing
• Use Remove All Data when distributing publicly

Permission Control

• Use View for sensitive templates
• Use Fork for collaboration and customization

Organization

• Add clear names, descriptions, and tags
• Use categories for better structure

Versioning

• Update template versions when making improvements
• Keep older versions for stability if needed

Summary

The template system provides a structured and secure way to share automation workflows:

✅ Control what data is included
✅ Automatically remove sensitive credentials
✅ Share privately, selectively, or publicly
✅ Assign granular permissions (View, Use, Fork)
✅ Manage templates from a central dashboard

Next Steps:

• Automation Templates Overview
• Advanced Workflow Sharing
• Security Best Practices