Templates

Templates let you define a reusable configuration — prompt, schema, and notifications — and apply it to multiple workflows. For an overview, see Templates.

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Create a Template

1. Go to Templates and click Create template
2. Enter a name for your template
3. Configure the parts you want to include:
   • Prompt — Enter extraction instructions
   • Schema — Define fields and entity name using the schema editor
   • Notifications — Add event subscriptions and choose notification channels
4. Click Save changes to publish the first version

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Save a Workflow as a Template

You can create a template from an existing workflow’s configuration:

1. Open the workflow you want to use as a starting point
2. Click the actions menu and select Save as template
3. Choose which parts to include (prompt, schema, notifications)
4. Enter a name and click Save

The workflow is automatically linked to the new template.

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Edit a Template

1. Go to Templates and click on a template
2. Make your changes in the Prompt, Schema, or Notifications tabs
3. Click Save changes

Each save publishes a new version. Previous versions are preserved in the History tab.

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Link Workflows

Link existing workflows to a template to apply its configuration:

1. Open a template and go to the Linked workflows tab
2. Click Link workflows and select the workflows you want to link
3. Confirm the action

Linking applies the template’s latest version to the selected workflows. The template-managed parts (prompt, schema, notifications) become read-only on those workflows.

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Apply Updates

When you publish a new template version, linked workflows are not updated automatically. This lets you review changes before rolling them out. To apply an update:

1. Open the template and go to the Linked workflows tab
2. Workflows on an older version show an outdated badge
3. Click Update to v on individual workflows, or Update all to apply to all linked workflows

You can also apply a specific version from the History tab by clicking Apply next to the version you want.

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Unlink Workflows

1. Open the template and go to the Linked workflows tab
2. Click Unlink next to the workflow you want to remove

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Delete a Template

1. Go to Templates
2. Select the template(s) you want to delete
3. Click Delete

Deleting a template unlinks all associated workflows. Their configurations are preserved.

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Use a Template When Creating a Workflow

When creating a new workflow, you can select a template to pre-fill the prompt, schema, and notification settings:

1. Start creating a workflow at Add Workflow
2. After entering your source URL, click Use a template and select a template
3. The wizard pre-fills the relevant steps with the template’s configuration
4. Complete the remaining steps and save

The new workflow is automatically linked to the template.