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Templates let you define a reusable configuration (prompt, schema, data quality rules, notifications, and run frequency) and apply it to multiple workflows. When you update the template, you can push changes to all linked workflows at once. A template can include any combination of these parts:
PartWhat it controls
PromptThe extraction instructions for the AI agent
SchemaThe field definitions and entity name
Data qualityThe per-field validation rules
NotificationsEvent subscriptions and notification channels
FrequencyHow often linked workflows run
Each part is optional. For example, a template can define only a schema, or a schema and notifications without a prompt.

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Versioning

Templates are versioned. Every time you save changes, a new version is published. Versions are immutable. Once published, a version cannot be edited. This means you can:
  • Roll out updates to linked workflows selectively
  • Roll back to a previous version if needed
  • See exactly what changed between versions

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Linking Workflows

When you link a workflow to a template, the template’s configuration is applied to the workflow. The configuration managed by the template becomes read-only on the workflow, and you can manage it through the template UI instead. To modify a template-managed field on a workflow, either update the template and apply the change, or unlink the workflow first.
Unlinking a workflow preserves its current configuration. The workflow keeps the prompt, schema, and notifications it had. They become editable again from the workflow itself.

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Managing Templates

In the UI

Create and manage templates visually in the dashboard.

Via API

Create and manage templates programmatically with the REST API or MCP Server.

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