Templates

Create and manage reusable workflow configurations in the Kadoa Dashboard

Templates let you define a reusable configuration (prompt, schema, data quality rules, notifications, and frequency) and apply it to multiple workflows. You can pick a template directly from the Kadoa Assistant prompt box to pre-fill a new workflow. For an overview, see Templates.

Create a Template

1. Go to Templates and click Create template
2. Enter a name for your template
3. Configure the parts you want to include:
   • Prompt: Enter extraction instructions
   • Schema: Define fields and entity name using the schema editor
   • Data quality: Define per-field validation rules
   • Notifications: Add event subscriptions and choose notification channels
   • Frequency: Set how often linked workflows run
4. Click Save changes to publish the first version

You don’t need to fill in all parts. A template can include any combination of prompt, schema, data quality, notifications, and frequency.

Save a Workflow as a Template

You can create a template from an existing workflow’s configuration:

1. Open the workflow you want to use as a starting point
2. Click the actions menu and select Save as template
3. Choose which parts to include (prompt, schema, notifications)
4. Enter a name and click Save

The workflow is automatically linked to the new template.

Edit a Template

1. Go to Templates and click on a template
2. Make your changes in the Prompt, Schema, or Notifications tabs
3. Click Save changes

Each save publishes a new version. Previous versions are preserved in the History tab.

Apply Template Changes to Linked Workflows

When you publish a new version, linked workflows don’t update automatically; you decide when to roll it out.

1. Open the template and switch to the Linked workflows tab to see everything connected
2. Click Link workflows to pick existing workflows to link, or use the version controls on a linked workflow to roll out a new version
3. Review the affected workflows in the confirmation dialog and confirm

A few things worth knowing:

• Active real-time monitors are skipped. Pause them first if you want them in the batch.
• The parts managed by the template stay read-only on each linked workflow. To change them, edit the template and apply, or unlink the workflow first.

Delete a Template

1. Go to Templates
2. Select the template(s) you want to delete
3. Click Delete

Deleting a template unlinks all associated workflows. Their configurations are preserved.

Use a Template When Creating a Workflow

When creating a new workflow, you can select a template to pre-fill the prompt, schema, and notification settings:

1. Start creating a workflow at Add Workflow
2. After entering your source URL, click Use a template and select a template
3. The wizard pre-fills the relevant steps with the template’s configuration
4. Complete the remaining steps and save

The new workflow is automatically linked to the template.