Templates

Pipeline templates let you save a pipeline design and reuse it to create new pipelines. Templates capture the full graph structure, node configurations, and form definitions. Templates are available to all projects in your organization.

Creating a template

There are two ways to create a template:

From an existing pipeline:

1. On the Pipelines list or the Data Explorer page, open the overflow menu (⋮) for the pipeline.
2. Click Turn into a Template.
3. Enter a template name and description.
4. Click Save. The template is now available for reuse.

From scratch:

1. Navigate to Templates in the sidebar.
2. Click New Template.
3. The Pipeline Builder opens in template mode. Design the pipeline graph, configure nodes and fields, then click Save Template.

A template captures:

• The complete node graph (nodes, edges, layout positions)
• All node configurations (form fields, review rules, logic gate conditions)
• Field types, titles, helper text, and validation rules
• LLM field configurations (prompts, model selection, context sources)
• Evaluation bindings
• Pipeline settings (tags, task groups, claim timeout, schedule)

When a new pipeline is created from the template, role assignments are cleared — assignee roles and reviewer roles must be reconfigured in the new pipeline. This is because role IDs are project-specific and not portable across projects.

Creating a pipeline from a template

1. Click New Pipeline in the sidebar or pipelines page.
2. The Create New Pipeline dialog shows available templates alongside Start from Scratch. Each template card shows a minimap preview.
3. Select a template and click it.
4. Enter a name for the new pipeline.
5. A new pipeline is created in Draft status with the template's graph and configuration pre-populated (minus role assignments).
6. Assign roles to each subtask and review node, customize the pipeline as needed, then publish.

Managing templates

Browsing templates

Navigate to Templates in the sidebar to see all templates available to you. The page shows template cards with minimap previews. You can duplicate or delete templates from the card overflow menu.

Editing a template

Templates are edited in the same Pipeline Builder used for pipelines, in template mode. Click a template to open the builder. The builder hides publishing controls and shows Save Template instead of Save.

Templates are independent of the pipelines that created them — editing a template does not affect existing pipelines created from it.

Deleting a template

Deleting a template does not affect pipelines that were created from it. The pipelines are independent copies that continue to function normally.