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Create a workflow from a template

The quickest way to a working automation is to start from a template — a workflow that's already wired for a common job. You name it, set a couple of options, review the pre-built steps, and publish.

Before you begin​

  • Decide what you want to automate. This guide uses Import Products from CSV Upload, but the steps are the same for any template.
  • Some templates need a credential (an FTP server, a Google account). The CSV upload template needs none.

Pick a template​

  1. Go to Workflows and click Templates.
  2. Browse the cards — each shows its category, how many nodes it has, and any credentials it needs. Click Use template on the one you want.

Configure it​

  1. Give the workflow a name — it's just a label you can change later.
  2. Set the template's options. For a CSV import that's the File format, whether the first row is a header, and the allowed file extensions.
  3. Click Create draft workflow.

Review and publish​

  1. You land in the builder, showing the workflow's steps as a connected graph — for the CSV import, File Upload → Extract Rows → Map CSV Columns to Product Fields → Upsert Product. Nothing here needs editing.
  2. When it looks right, click Publish.

The workflow flips from Draft to Active and appears in your Workflows list, ready to run whenever its trigger fires. Watch its runs under the Executions tab.

Next steps​

Video transcript

Workflows automate the jobs you'd otherwise do by hand. Open Workflows, click Templates, and pick one — here, importing products from a CSV upload. Name it and set a couple of options — the file format, and whether the first row is a header — then create the draft. You land in the builder, where the steps are already wired: upload, extract rows, map columns, upsert products. Review it, and publish. Your workflow is live.

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