Create template
Turn a finished workflow into a reusable template for your team or the community.
What a template helps you do
A template turns one finished workflow into something others can reuse.
Use a template when the same process should work again for:
Your team
Another workspace member
The Diaflow Community
Before you create a template
You can create a template only after the workflow has been published.
If the workflow is still a draft, publish it first.
Then return to Create template.
Make sure the workflow is also ready for reuse.
Use this checklist:
The workflow is published
The workflow runs successfully
The name is clear
The inputs are easy to understand
The output is useful without extra explanation
Personal or private data has been removed
API keys, secret keys, and credentials are not exposed
Create a template from Workflow Builder
Open the workflow you want to reuse.
Click the three-dot menu in the top right.
Select Create template.
If the workflow has already been published, the template form opens.
Add the template details
The form includes these main fields:
Name: what the workflow does
Categories: where people expect to find it
Description: what problem it solves and when to use it
The description area also shows a live Preview.
This helps you review how the template content will look before you submit it.
Review community requirements in the form
The template form also reminds you to follow these rules:
Build practical and original workflows
Write clear, well-structured descriptions
Do not copy or repost existing templates
Use these rules as a final check before you submit.
Remove secrets before you submit
This step is critical.
Before creating a template, remove any sensitive values from the workflow.
Do not leave:
API keys
Secret keys
Access tokens
Passwords
Private webhook URLs
Personal customer data
If a workflow depends on credentials, replace them with safe placeholders or setup instructions.
Never include real API keys or secret values in a community template.
Write for reuse
A good template is easy for someone else to adopt.
Before you submit it, check that:
The business outcome is obvious
The steps follow a clear order
A new user can tell what to change first
If a reviewer needs to guess what the workflow does, the template is not ready.
When to create a template
Create a template when a workflow is:
Used often
Shared across teams
Strong enough to become a standard process
Examples:
Weekly reporting
Customer intake
Internal approvals
Share it with the community
If you want to publish the template more broadly, continue with the full submission flow.
Use these guides:
Best practices
Templates are most useful when they are practical.
Keep them:
Specific enough to solve a real problem
General enough to adapt to another team
Free of temporary test data
Free of credentials and private information
Next steps
Learn the full community flow in How to Create and Publish a Template.
Review quality expectations in Community Template Submission Guidelines.
Publish your workflow first in Publish a workflow.
Keep reusable workflows organized in Tags.
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