Templates

Templates allow you to reuse and scale automation across workspaces, teams, and clients. They are designed to help you avoid rebuilding workflows from scratch while maintaining consistency and speed.

What is a Template?

A template is a reusable version of a workflow.

It captures the structure, logic, and flow of a workflow so it can be applied again in different workspaces. Instead of rebuilding the same automation repeatedly, you can save it once and reuse it as needed.

Templates are especially useful for:

• Standardizing processes

• Scaling automation across clients

• Sharing best practices within teams

Creating a Template from a Workflow

Templates are created directly from existing workflows.

To create a template:

1. Open a workflow

2. Click Save as Template

   

3. Fill in the template details:

   

   • Template Name — a clear, descriptive name

   • Slug — a URL-friendly identifier (auto-generated)

   • Description — explain what the workflow does, when it runs, and the problem it solves

   • Category — helps organize and discover templates

   • Tags — keywords like integrations or use cases

4. Choose whether the template should be public or private

5. Define template variables

6. Save the template

Writing a Good Template Description

A strong description improves usability and adoption.

Your description should clearly explain:

• What the workflow automates

• What triggers it

• What outcome it produces

Example:

“Automatically sync new Shopify orders to Airtable and send a Slack notification to the operations team.”

Template Variables (Credentials & Inputs)

Templates are designed to work across different environments. To make them reusable, Syncaut uses template variables.

Template variables define:

• API keys and credentials

• Account connections

• Dynamic inputs (IDs, emails, configuration values)

When someone uses a template, they will be prompted to map these variables to their own workspace credentials.

This ensures:

• Security (no hardcoded secrets)

• Flexibility across different users

• Compatibility with multiple integrations

Browsing the Template Library

The Template Library contains all available templates.

This includes:

• Your personal templates

• Templates shared within your team

• Public templates available to all users

Templates can be filtered by category, tags, or use case, making it easy to find relevant automation quickly.

Instantiating a Template into a Workspace

To use a template:

1. Open the Template Library

2. Select a template

3. Click Use Template

4. Choose a workspace

A new workflow will be created in that workspace using the template’s structure.

Before running it, you will need to map required variables and credentials.

Template Visibility (Public vs Private)

Templates can be published with different visibility levels.

Private Templates

• Only accessible within your workspace or team

• Ideal for internal workflows or client-specific automations

Public Templates

• Visible to all users

• Can be discovered in the Template Library

• Useful for sharing reusable automation setups

When publishing a public template, ensure no sensitive data is included.

Template Versioning

Templates can evolve over time through versioning.

When updates are made:

• A new version of the template is created

• Existing workflows remain unchanged

• Users can choose to adopt newer versions

Versioning allows you to improve templates without breaking existing automations.

For Agencies (Publishing Templates)

Templates are a powerful tool for agencies managing multiple clients.

Creating Reusable Templates

To make a workflow reusable:

• Remove hardcoded values

• Replace them with variables

• Ensure it works across different environments

• Test it thoroughly before saving

Reusable templates allow agencies to deploy the same automation across multiple clients quickly.

Publishing Templates

Publishing templates allows you to share automation beyond a single workspace.

You can:

• Keep templates private for internal use

• Share within your team

• Publish publicly for broader use

Over time, this enables the creation of a scalable library of reusable automation workflows.