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What are Templates?

Templates are pre-built workflows that you can use as starting points for your own automations. They provide a foundation with common patterns, integrations, and logic that you can customize for your specific needs. Templates help you:
  • Get started quickly - Skip the initial setup and configuration
  • Learn best practices - See how experienced builders structure their workflows
  • Save time - Build on proven patterns instead of starting from scratch
  • Share knowledge - Distribute your workflows to help others

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Where to Find Templates

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Lindy Template Library

See all templates
When logged in, go to chat.lindy.ai/home and click “See all templates” to browse our curated collection. You’ll find templates organized by:
  • Use Case - Email automation, sales, customer support, etc.
  • Industry - Healthcare, SaaS, finance, etc.
  • Complexity - Beginner, intermediate, advanced
  • Popularity - Most used and highly rated templates
Community Templates: Join our community to discover templates shared by other Lindy builders. Community members often share their own creative solutions and agent ideas!

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How to Install a Template

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Step 1: Find Your Template

Navigate to the template you want to install. You can find templates through:
  • The Lindy template library (click “See all templates” at chat.lindy.ai/home)
  • Direct links shared by community members
  • Featured templates on the Lindy homepage

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Step 2: Install the Template

Install a template
  1. Click the “Add” button on the template page
  2. Configure any required settings (calendars, account connections, etc.)
  3. Click “Turn on” to complete the installation

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Step 3: Customize for Your Needs

After installation, you can:
  • Modify triggers - Adjust when the workflow runs
  • Update actions - Change what the workflow does
  • Customize prompts - Tailor the AI behavior to your use case
  • Add integrations - Connect additional tools and services
  • Test and iterate - Run the workflow and make improvements
Some templates include step-by-step onboarding to guide you through setup.

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How to Create and Share Templates

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Planning Your Template

Before creating a template, consider:
  • Target your audience - Consider who will use the template and their skill level
  • Keep it focused - Build templates for specific use cases that can be customized

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Building Your Template

  1. Create the Workflow
    • Build your workflow in the Flow Editor
    • Test thoroughly with different scenarios
    • Optimize prompts and conditions for reliability
  2. Add Documentation
    • Write clear setup instructions using notes or Step-by-Step Onboarding
    • Include examples of expected inputs/outputs
  3. Create Step-by-Step Onboarding (Optional)
    • Use Step by Step Onboarding to guide users through setup
    • Collect required configuration automatically
    • Provide a smooth user experience

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Sharing Your Template

Internal Sharing
  • Share templates within your workspace for team use
  • Create templates for common workflows your team needs
  • Establish naming conventions and documentation standards
Community Sharing
  • Share templates in the Lindy community
  • Include detailed documentation and use cases
  • Be responsive to questions and feedback

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Template Best Practices

  • Name everything clearly - Use descriptive names for steps, conditions, and add helpful notes
  • Test thoroughly - Verify your template works with different scenarios and edge cases

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Next Steps

Browse Templates

Explore our template library

Quickstart Guide

Build your first Lindy from scratch

Community

Share and discover templates with other builders

Use Cases

Explore real-world examples and workflows