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Workflow Templates

NetPad provides pre-built workflow templates for common use cases. Use templates as starting points for your workflows. Templates are accessible through the Template Gallery when creating a new workflow.

Accessing Workflow Templates​

The Workflow Template Gallery is available when creating a new workflow:

  1. Navigate to Workflows - Click "New Workflow" from the dashboard
  2. Open Template Gallery - Click the "Templates" tab in the workflow creation dialog
  3. Browse Templates - Explore templates by category
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The Template Gallery is also accessible from the Empty Workflow State when you first open the Workflow Editor without an existing workflow.

Template Categories​

Workflow templates are organized into categories:

Form Processing​

Templates for processing form submissions:

  • Form to Email - Send email notifications when forms are submitted
  • Form to Database - Save form submissions to MongoDB collections
  • Form Validation - Validate and enrich form data before saving
  • Submission Routing - Route submissions based on conditions

Data Processing​

Templates for data operations and synchronization:

  • Scheduled Sync - Sync data between collections on a schedule
  • Data Pipeline - Transform and process data through multiple steps
  • Bulk Operations - Perform bulk updates or transformations
  • Data Cleanup - Clean and normalize data automatically

Integrations​

Templates for external system integration:

  • Webhook Processor - Process incoming webhook data
  • API Monitoring - Monitor external APIs and trigger actions
  • Database Sync - Sync with external databases
  • Service Integration - Connect to third-party services

AI Workflows​

Templates leveraging AI capabilities:

  • Text Classification - Classify text using AI
  • Data Extraction - Extract structured data from unstructured text
  • Content Generation - Generate content using AI
  • Sentiment Analysis - Analyze sentiment of text data

Logic​

Templates for conditional routing and logic:

  • Conditional Routing - Route data based on conditions
  • Batch Processing - Process data in batches
  • Parallel Execution - Execute multiple operations in parallel
  • Error Handling - Handle errors and retries

Previewing Workflow Templates​

Before using a template, you can preview it to see what it includes:

Opening Preview​

  1. Click Template Card - Click on any workflow template card
  2. Preview Dialog Opens - See detailed template information

Preview Information​

The preview shows:

Template Details​

  • Name - Full template name
  • Description - Detailed description of use case
  • Category - Template category
  • Icon - Visual identifier

Template Metadata​

  • Complexity Level - Simple, Moderate, or Advanced
  • Estimated Setup Time - How long to customize
  • Node Count - Number of nodes included

Node and Edge List​

  • All Nodes - Complete list of nodes in the template
  • Node Types - What type each node is
  • Node Labels - How nodes are labeled
  • Edges - Connections between nodes
  • Data Flow - How data flows through the workflow

Preview Actions​

From the preview dialog, you can:

  1. Use Template - Apply template as-is and start customizing
  2. Close - Return to template gallery

Using Workflow Templates​

Applying a Template​

  1. Click "Use Template" - In the template preview dialog
  2. Name Your Workflow - Enter a name for your workflow
  3. Workflow Editor Opens - Template nodes and edges are loaded
  4. Start Customizing - Modify nodes, add/remove as needed

Available Templates​

Form Processing Templates​

Email Confirmation​

Send confirmation email after form submission.

Loading workflow...

Configuration:

  • Form: Your form
  • Email To: Form submitter email
  • Email Subject: "Thank you for your submission"
  • Email Body: Include form data

Team Notification​

Notify team members of new form submissions.

Loading workflow...

Configuration:

  • Form: Your form
  • Email To: Team email addresses
  • Slack Channel: Team channel

Data Validation​

Validate and enrich form data before saving.

Loading workflow...

Data Synchronization Templates​

Sync Collections​

Sync data between MongoDB collections.

Nodes:

  • Schedule Trigger (or Form Trigger)
  • MongoDB Query (source collection)
  • Transform (map fields)
  • MongoDB Write (target collection)

Update related documents when data changes.

Nodes:

  • Form Trigger
  • MongoDB Query (find related)
  • Transform (update data)
  • MongoDB Write (update related)

Integration Templates​

Webhook to MongoDB​

Save webhook data to MongoDB.

Nodes:

  • Webhook Trigger
  • Transform (format data)
  • MongoDB Write

API to Form​

Send API data to form submission.

Nodes:

  • API Trigger
  • Transform (format as form data)
  • Form Submission (internal)

Business Automation Templates​

Order Processing​

Process orders from form submissions.

Loading workflow...

Approval Workflow​

Multi-step approval process.

Loading workflow...

Using Templates​

Selecting a Template​

  1. Click "New Workflow" - From the workflows dashboard
  2. Open Template Gallery - Click the "Templates" tab
  3. Browse Templates - Filter by category or search
  4. Preview Template - Click template card to see details
  5. Review Template:
    • See node structure
    • Read description
    • Check complexity and estimated time
    • Review nodes and edges list

Customizing Templates​

After selecting template:

  1. Configure Nodes:

    • Update node settings
    • Map to your data
    • Adjust logic

  2. Add/Remove Nodes:

    • Add additional nodes
    • Remove unnecessary nodes
    • Modify connections

  3. Test Workflow:

    • Test with your data
    • Verify behavior
    • Make adjustments

Saving Custom Templates​

Create your own templates:

  1. Build Workflow:

    • Create workflow
    • Configure nodes
    • Test thoroughly

  2. Save as Template:

    • Click "Save as Template"
    • Name template
    • Add description
    • Choose category

  3. Share Template:

    • Make template public (optional)
    • Share with team
    • Use in other workflows

Template Metadata​

Each workflow template includes metadata to help you choose:

Complexity Levels​

  • Simple - Basic workflows with straightforward logic
  • Moderate - Workflows with conditional logic or multiple steps
  • Advanced - Complex workflows with advanced features

Estimated Setup Time​

  • Quick - 2-5 minutes to customize
  • Standard - 5-10 minutes to customize
  • Extended - 10-15 minutes to customize

Node Count​

  • Small - 2-5 nodes
  • Medium - 6-10 nodes
  • Large - 11+ nodes

Creating Custom Templates​

Best Practices​

  1. Keep It Generic: Make templates reusable
  2. Document Well: Add clear descriptions
  3. Test Thoroughly: Ensure templates work
  4. Use Variables: Make templates configurable
  5. Handle Errors: Include error handling

Template Structure​

Good templates include:

  • Clear trigger configuration
  • Well-documented nodes
  • Error handling
  • Configurable settings
  • Example data

Community Templates​

Sharing Templates​

Share templates with the community:

  • Make template public
  • Add to template gallery
  • Help others automate

Finding Templates​

Browse community templates:

  • Template gallery
  • Search by use case
  • Filter by category
  • Rate and review

Next Steps​