Workflow Templates
Workflow templates are reusable multi-step AI workflows your organization admins build once and members run from the Agents page. Only published templates appear for members.
Open Workflow Templates
Section titled “Open Workflow Templates”From Org Admin in the sidebar, choose Workflow Templates. The page lists every template in your organization with its name, description, and step count.
If you have not created one yet, the empty state prompts you to Create your first workflow template. Click New Workflow in the top right to start.
Build a template
Section titled “Build a template”The editor has two sections: Template Settings and Steps.
In Template Settings, set:
- Name (required)
- Description
- Icon
- Base Prompt (required) - shared instructions for every step
- Default Model and Default Tools - applied to all steps unless a step overrides them
- Max Iterations - safety cap; the agent stops when the work is done
- User Input - when enabled, members see a dialog for instructions and attachments at launch
In Steps, add one or more steps. Each step needs a name. Drag steps to reorder them. Every workflow must keep at least one step.
Publish and unpublish
Section titled “Publish and unpublish”New templates start as Draft. Click Publish when the template is ready for members. Published templates show a Published badge and appear on the Agents page.
Click Unpublish to hide a template from members without deleting it.
Duplicate and delete
Section titled “Duplicate and delete”Use Duplicate on a card to copy a template and iterate safely.
Use Delete to remove a template permanently. You will be asked to confirm.
Where members run templates
Section titled “Where members run templates”Members open Agents from the expanded sidebar and run published templates from the Workflow Templates section. See Agents for the member view.