Template Library
Browse, filter, and clone starter templates into your workspace.
The Template Library (app route /template-library) is a gallery of pre-built starters you can clone into your workspace. It mixes two kinds of items:
- Document templates — email, PDF, SMS, or WhatsApp templates ready to use in a Workflow.
- Workflow templates — complete automation Workflows you can clone as a starting point and customize.
Browsing the gallery
Every item in the library exposes a common set of metadata you can browse and filter by.
Business use case
Templates are tagged with one of eight use-case categories:
| Value | When to use |
|---|---|
LEAD_GENERATION | Capture and qualify new leads |
RETENTION | Re-engage existing customers |
SUPPORT | Handle customer service scenarios |
ONBOARDING | Guide new users through first steps |
TRANSACTIONAL | Order confirmations, receipts, alerts |
FEEDBACK | Collect reviews or survey responses |
BILLING | Invoice delivery, payment reminders |
SECURITY | Authentication codes, alerts |
Complexity
Each template declares one of three complexity levels: BEGINNER, INTERMEDIATE, or ADVANCED. Use this to find templates that match your team's current skill with EzFlow.
Channels
Document templates carry the channel they belong to: EMAIL, PDF, SMS, or WHATSAPP. Workflow templates carry the set of channels they use (for example, a Workflow that sends both email and SMS lists both). Filter by channel to find templates relevant to the integrations you have set up.
Setup time
estimatedSetupTime is an integer (in minutes) that gives you a rough sense of how much configuration a template requires after cloning.
Tags
Free-form string tags let you search for templates by topic or product area.
Popularity
Templates are sorted by cloneCount by default — the number of times a template has been cloned across all tenants. You can switch the sort to name (alphabetical) or date (newest first).
Filtering and searching
Use the filter controls in the library to narrow down items:
- Search — matches against name and description.
- Channel — filter to a specific channel type (
EMAIL,SMS,WHATSAPP,PDF). - Business use case — filter by the use-case category.
- Complexity —
BEGINNER,INTERMEDIATE, orADVANCED.
Cloning a template
Click Use this template on any card to clone it into your workspace.
- Cloning a document template creates a new entry in your Templates list with all content copied. You can then open it in the appropriate editor and modify it.
- Cloning a Workflow template creates a new Workflow in your workspace with the same node graph. The cloned Workflow is fully independent — changes you make do not affect the library original.
You can optionally supply a name for the cloned item. If you omit a name, EzFlow uses the original template name.
Each clone increments the original template's cloneCount, which moves it higher in the popularity sort.
Publishing a Workflow as a template
A Workflow appears in the library only when two conditions are met:
isTemplateistrueon the Workflow record.isPublishedistrueon the Workflow record.
Both flags must be set. A Workflow that has isTemplate = true but isPublished = false is a draft template and will not appear in the gallery.
Related
- Templates overview — the difference between communication templates and the Template Library
- Email templates
- SMS templates
- WhatsApp templates
- PDF templates