Templates

Overview

Templates save a completed task's inputs and selected credential references so you can start another task with the same configuration.

Creating a Template

Templates are created from previously completed tasks:

1. Go to your Agent Library and open the agent
2. Find a completed task in the left-hand pane whose inputs you want to reuse
3. Click the three dots (⋯) on the task
4. Select Save as Template
5. Give the template a name and description
6. Click Save

The template stores the task's input values, selected credential references, graph ID, and graph version. It does not copy credential secrets.

Using a Template

To run an agent using a saved template:

1. Open the agent from your library
2. Switch to the Templates tab on the left-hand side
3. Click the template you want to use
4. Review or edit its saved inputs and credential selections
5. Select Start task from template

Managing Templates

Templates are listed under the Templates tab on your agent's detail page. The tab shows the count of available templates (e.g., Templates 3).

When to Use Templates

Templates are particularly useful for:

• Recurring tasks: When you run an agent regularly with the same inputs (e.g., a daily SEO report for the same keyword)
• Standard configurations: When you've found input settings that work well and want to reuse them
• Quick re-runs: When you want to repeat a successful task without re-entering all the inputs

A template is pinned to the agent graph version from which it was created. Later agent edits do not automatically update the template to a newer graph version.