Templates

Templates are curated workflow prompts and reusable published workflows. Browse the gallery to find a starting point, then send its prompt to Home so Copilot can adapt the system to your workspace and connected apps.

Browsing Templates

Go to the Templates page to browse the gallery. You can:

Search by keyword to find specific templates
Filter by role (e.g., Marketing, Sales, Engineering) using the sidebar filters
Filter by use case to narrow down results
View featured templates highlighted at the top of the page

Click any template card to see a detailed preview with description, node breakdown, and a Use Template button.

Using a Template

Find a template

Browse or search the gallery for a template that fits your needs.

Preview it

Click the template card to see what it does and what nodes it includes.

Open it in Home

Click Use Template to place the template prompt in Home with its app mentions preserved.

Generate and customize

Edit the prompt if needed, generate the workflow, then connect credentials and review it in the editor.

Publishing Templates

You can share your own workflows as public templates:

Open any workflow in the editor
Click Publish as Template
Add a description, category tags, and optionally mark it as featured
Submit for publishing

Sensitive node fields are stripped before a workflow is published as a template.

Free plan users can publish up to 2 templates. Paid plans have unlimited publishing.