The Workflow Templates modal will open. The left sidebar lists template categories (e.g., Compliance) and the All view shows every available template. Each template card shows:
- Category — a colored badge indicating the template’s category.
- Template name — a descriptive name for the template.
- Description — a brief summary of what the template does.
- Version — the template version.
Browse templates by category or view all. Click a template card to select it, then click Use Template.
If the template requires parameters, a configuration form will appear. Fill in the required fields and confirm.
A new workflow will be created with the template’s pre-configured nodes and connections, and you will be taken to the visual canvas editor.
Review and customize the workflow:
- Update the workflow name in the details panel.
- Modify, add, or remove nodes as needed.
- Update node configurations to match your specific requirements.

