Templates

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What are Templates?

Templates are pre-built workflows that you can use as starting points for your own automations. They provide a foundation with common patterns, integrations, and logic that you can customize for your specific needs. Templates help you:

• Get started quickly - Skip the initial setup and configuration
• Learn best practices - See how experienced builders structure their workflows
• Save time - Build on proven patterns instead of starting from scratch
• Share knowledge - Distribute your workflows to help others

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Where to Find Templates

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Lindy Template Library

When logged in, go to chat.lindy.ai/home and click “See all templates” to browse our curated collection. You’ll find templates organized by:

• Use Case - Email automation, sales, customer support, etc.
• Industry - Healthcare, SaaS, finance, etc.
• Complexity - Beginner, intermediate, advanced
• Popularity - Most used and highly rated templates

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How to Install a Template

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Step 1: Find Your Template

Navigate to the template you want to install. You can find templates through:

• The Lindy template library (click “See all templates” at chat.lindy.ai/home)
• Direct links shared by community members
• Featured templates on the Lindy homepage

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Step 2: Install the Template

1. Click the “Add” button on the template page
2. Configure any required settings (calendars, account connections, etc.)
3. Click “Turn on” to complete the installation

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Step 3: Customize for Your Needs

After installation, you can:

• Modify triggers - Adjust when the workflow runs
• Update actions - Change what the workflow does
• Customize prompts - Tailor the AI behavior to your use case
• Add integrations - Connect additional tools and services
• Test and iterate - Run the workflow and make improvements

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How to Create and Share Templates

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Planning Your Template

Before creating a template, consider:

• Target your audience - Consider who will use the template and their skill level
• Keep it focused - Build templates for specific use cases that can be customized

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Building Your Template

1. Create the Workflow
   • Build your workflow in the Flow Editor
   • Test thoroughly with different scenarios
   • Optimize prompts and conditions for reliability
2. Add Documentation
   • Write clear setup instructions using notes or Step-by-Step Onboarding
   • Include examples of expected inputs/outputs
3. Create Step-by-Step Onboarding (Optional)
   • Use Step by Step Onboarding to guide users through setup
   • Collect required configuration automatically
   • Provide a smooth user experience

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Sharing Your Template

Internal Sharing

• Share templates within your workspace for team use
• Create templates for common workflows your team needs
• Establish naming conventions and documentation standards

Community Sharing

• Share templates in the Lindy community
• Include detailed documentation and use cases
• Be responsive to questions and feedback

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Template Best Practices

• Name everything clearly - Use descriptive names for steps, conditions, and add helpful notes
• Test thoroughly - Verify your template works with different scenarios and edge cases

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Next Steps