Creating a Template

A Template is a saved version of your workflow. Once saved, it can be reused and run repeatedly with different inputs — without rebuilding the canvas from scratch every time.


How to Save a Workflow as a Template

  1. Build your workflow on the canvas and connect your nodes.

  2. Select all the nodes you want to include — hold Ctrl (or Cmd on Mac) and drag to draw a selection box around them.

  3. Right-click anywhere on the selection.

  4. Choose Save as Template from the context menu.

  5. A dialog will open — give your template a name and confirm.

  6. Your template is now saved. Open the Templates tab from the dashboard sidebar to find and manage it.


Running a Template

Once saved, templates can be triggered via the Claude MCP integration for automated, large-scale production.

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