Templates

Create and manage reusable workflow configurations in the Kadoa Dashboard

Templates let you define a reusable configuration — prompt, schema, and notifications — and apply it to multiple workflows. 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
   • Notifications — Add event subscriptions and choose notification channels
4. Click Save changes to publish the first version

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

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.

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.