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Template Store: Share and Reuse Your Workflows

Introduction​

The SmartFlow Template Store is a powerful feature that allows you to save, share, and reuse your workflows as templates. This option promotes collaboration, reduces setup time, and ensures standardization in your processes.

Why Use the Template Store?​

  • Time-saving: Reuse existing workflows to get started quickly.
  • Collaboration: Share your templates with your team or partners.
  • Standardization: Maintain uniform and efficient processes.

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Adding a Workflow to the Template Store​

1. Export a SmartFlow as a Template​

  1. Access the SmartFlow: Navigate to the workflow you want to turn into a template.
  2. Export the Workflow: Click on the "Export as Template" option in the menu.
  3. Validate the Details: Provide a name, description, and select the appropriate categories for the template.
  4. Submit to the Template Store: Save your template in the store. You can choose to make it public or private.

Using a Template from the Store​

1. Explore the Template Store​

  1. Go to the "Template Store" tab from the main SmartFlow menu.
  2. Browse the categories or use the search bar to find a template that suits your needs.
  3. Click on a template to view its details, including its purpose, actions, and triggers.

2. Import a Template​

  1. Click "Install" to add the selected template to your workflows.
  2. Configure specific settings to adapt the template to your needs (e.g., updating triggers or actions).
  3. Save your new workflow.

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Best Practices​

  • Categorize Your Templates: Make them easier to find by assigning clear categories.
  • Document the Objectives: Add a detailed description for each template so users understand its utility.
  • Test Before Sharing: Ensure that the templates work correctly before making them available.

The Template Store is a key tool for standardizing your workflows and increasing efficiency. Try it today to maximize your productivity!