> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Discover, install, and share pre-built workflow templates to get custom agents running faster.

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## What are Templates?

Templates are pre-built workflows you can install as starting points for custom agents. They give you a working structure with common steps, integrations, and logic that you can adapt to your use case.

Templates help you:

* **Get started quickly** - Skip the initial setup and configuration
* **Learn proven patterns** - See how effective workflows are structured
* **Save time** - Build on proven patterns instead of starting from scratch
* **Share knowledge** - Distribute your workflows to help others

## Where to Find Templates

### Lindy Template Library

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  <img src="https://mintcdn.com/lindyai/Pb4BV8JAHp4lkO2R/lindy-brand-assets/templates-see-all.png?fit=max&auto=format&n=Pb4BV8JAHp4lkO2R&q=85&s=6bbf7b49fde830ba0e04b784e67c207b" alt="See all templates" width="2910" height="2110" data-path="lindy-brand-assets/templates-see-all.png" />
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When logged in, go to [chat.lindy.ai/home](https://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

<Tip>
  Community Templates: Join our community to discover templates shared by other Lindy users. You'll often find creative workflow patterns and setup tips there.
</Tip>

## How to Install a Template

### 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](https://chat.lindy.ai/home))
* Direct links shared by community members
* Featured templates on the Lindy homepage

### Step 2: Install the Template

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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

### 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

<Tip>
  Some templates include step-by-step onboarding to guide you through setup.
</Tip>

## How to Create and Share Templates

### 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

### 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](/skills/by-lindy/step-by-step-onboarding) to guide users through setup
   * Collect required configuration automatically
   * Provide a smooth user experience

### Sharing Your Template

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**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

### 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

## Next Steps

<CardGroup cols={2}>
  <Card title="Browse Templates" href="https://chat.lindy.ai/home" icon="search">
    Explore our template library
  </Card>

  <Card title="Quickstart Guide" href="/start-here/quickstart" icon="rocket">
    Build your first custom workflow
  </Card>

  <Card title="Community" href="https://community.lindy.ai/join" icon="users">
    Share and discover templates with other Lindy users
  </Card>

  <Card title="Use Cases" href="/use-cases/popular-workflows/meeting-assistant" icon="video">
    Explore real-world examples and workflows
  </Card>
</CardGroup>