> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates and sharing

> Start an automation from a template, share a workflow or agent with teammates or by link, publish your own template, and duplicate automations.

Templates give you a ready-made workflow or agent to copy and adapt instead of building from scratch. Sharing controls who can see and change a workflow or agent, and lets you hand a copy to someone in another workspace.

**Where:** left sidebar → **Automations** → **Templates** · `https://connie.ai/<workspace-id>/automations`. Agent templates are on the Agents page → **Templates** tab · `https://connie.ai/<workspace-id>/agents` (see [Agents](/automations/agents) for how to reach it).

## Start a workflow from a template

<Steps>
  <Step title="Open the gallery">
    On **Automations**, click **Templates**. The **Create an automation** window opens on the **Use a template** tab, under **Featured template**. (If you have no automations yet, click **Browse templates**.)
  </Step>

  <Step title="Find a template">
    Scroll, or type in **Search template...**. Curated templates come first, followed by templates from your workspace.
  </Step>

  <Step title="Preview it">
    Click a card to open its preview, then click **Use template**.
  </Step>

  <Step title="Make it yours">
    Connie copies the template into a new workflow and opens it ("Flow created from template"). Check each step, choose your own connected accounts where a step asks for one, and fill in anything marked as missing. Then test it and set it live (see [Test and run](/automations/workflows/test-and-run)).
  </Step>
</Steps>

Curated workflow templates include, for example, **Email Outreach Campaign**, **LinkedIn Outreach Campaign**, **Inbound Website Lead Enrichment & Routing**, **LinkedIn Lead Magnet Comment Responder**, **SDR Hiring Signal Campaign** and **Warm Lead Lookalike Email Campaign**.

The copy is independent: changing it never changes the template, and later changes to the template don't reach your copy.

The other tab, **Blank project**, has the **What do you want to build?** box and **Quick options** (**Event**, **Schedule**, **Outreach campaign**, **AI Agent**, **Run every row of a list**, **Manual workflow**) for starting from scratch. **AI Agent** here creates a workflow with a **Run AI agent** step, not a standalone Agent.

## Start an agent from a template

<Steps>
  <Step title="Open the Agents templates">
    Go to `https://connie.ai/<workspace-id>/agents` and click the **Templates** tab.
  </Step>

  <Step title="Pick a template">
    Click a card, for example **Support triage agent** or **AI Appointment Setter**. The **Create new agent** form opens, already filled in.
  </Step>

  <Step title="Review and create">
    Read the instructions and rules, connect the accounts the tools need, add triggers, then click **Create agent**. See [Create an agent](/automations/agents#create-an-agent).
  </Step>
</Steps>

## Share a workflow with teammates

<Steps>
  <Step title="Open sharing">
    Open the workflow, click **Share** in the top bar, then **Manage access**. (You can also choose **Share** in the row's **⋯** menu on Automations.) The **Share your workflow** window opens.
  </Step>

  <Step title="Choose who has access">
    Pick **Everyone in \[workspace]** or **Selected members only**, and give each a role: **Can view** or **Can edit**. Guests can only be given view access.
  </Step>

  <Step title="Save">
    Click **Done** (it reads **Update permissions** when you've changed something). Use **Copy link** to copy a link to the workflow.
  </Step>
</Steps>

**Share with external people** in the same window lets people outside your workspace see the workflow by link. Choose **Invited people only** or **Anyone with the link**, then under **What can they see** pick **View all results** (setup and results) or **Template only** (the configuration, without results).

What the roles mean:

* **Can view**: sees the workflow and its results, with a **View only** badge. Can't change steps, run it, or set it live or pause it.
* **Can edit**: can change, run, set live and pause it.
* The person who created the workflow, and workspace owners and admins, always have full access. Only they can change sharing: anyone else gets "Only the flow owner can change sharing settings".

## Share an agent with teammates

On the agent's page, click **Share → Manage access**. In **Share your agent**, choose everyone in the workspace or **Selected members only**, with **Can view** or **Can edit**. Changes save automatically.

* Agents can only be shared inside your workspace. To give one to someone outside it, use **Share as template** (below).
* By default, a new agent is shared with everyone in the workspace with **Can edit**.
* Only the agent's creator and workspace owners and admins can change its sharing.
* Sharing an agent doesn't share what it links to: people still need their own access to the records and documents it uses.

## Publish your own template (Share as template)

**Share as template** creates a link to a reusable copy of your workflow, agent or Records list. Anyone with the link can preview it without signing in, then sign in to copy it into their own workspace.

<Steps>
  <Step title="Open Share as template">
    * **Workflow:** open it, click **Share**, then **Share as template**.
    * **Agent:** open it, click **Share**, then **Share as template**.
  </Step>

  <Step title="Set the options">
    Enter a **Template name**. For an agent, **Include rule contents** decides whether its rules are shared with their text, or only their names with empty fields. For a Records list, **Include records** decides whether the rows are shared as well as the columns.
  </Step>

  <Step title="Create the link">
    Click **Create template link**, then the copy button next to the link ("Template link copied"). Send it to whoever needs it.
  </Step>
</Steps>

Managing the link later:

* The template is a snapshot. Changes to your original don't change it. To refresh it, open **Share as template** again and click **Update shared template**.
* Click **Disable link** to stop the link working ("This link is disabled."), and **Enable link** to turn it back on.

## Use a template someone sent you

<Steps>
  <Step title="Open the link">
    The page shows the template's name, its type (for example "workflow template" or "agent template") and a preview. You don't need to sign in to look.
  </Step>

  <Step title="Choose a workspace">
    Under **Workspace**, pick where the copy should go. If you aren't signed in, click **Sign in to use template** first.
  </Step>

  <Step title="Click Use template">
    Connie makes your own copy. If some tools in the template aren't available in your workspace, you see "Copied. These tools need replacing in your workspace: …". Open the copy, replace those steps or tools, and connect your own accounts.
  </Step>
</Steps>

## Duplicate a workflow or agent

**Workflow:** on **Automations**, open the row's **⋯** menu and choose **Duplicate**. You can copy it into this workspace (**Add to this workspace**), into a folder or a new folder, into another workspace you belong to, or into a brand-new workspace (**Create workspace and duplicate**). You can also duplicate from the workflow's title menu. You see "Workflow duplicated".

What a duplicated workflow gets:

* It's named "\[name] (Copy)" and starts in **Draft**, with its triggers off. Set it live when you're ready.
* A **Custom Webhook** trigger gets a **new URL**. Update anything that sends to the old one.
* Records in the workflow aren't copied.
* A copy in another workspace has its connected accounts and references to records and people cleared. Pick them again in each step.

**Agent:** use **Duplicate** in the agent's menu. See [Organise, duplicate and delete agents](/automations/agents#organise-duplicate-and-delete-agents).

## Request access to a workflow

If you open a workflow that hasn't been shared with you, you see **Access restricted**. Click the request button to ask for access. The screen changes to **Request sent**: "You'll get an email letting you know if your request was approved." The workflow's owner gets an email and an in-app notification.

## Good to know

* **Guests** can't create, move or delete automations, and can only be given view access.
* **Templates are copies.** Using a template never links your workflow or agent to the original.
* **Accounts and credentials** belong to each workspace. After copying a template or duplicating into another workspace, connect your own accounts.
* **Deleting** a workflow can't be undone and also stops any runs in progress. Duplicate it first if you might want it back.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Template unavailable: This link may have been disabled or is no longer available.">
    **Why:** the owner disabled the link, or the template was removed. **Fix:** ask the person who sent it to click **Enable link** or send a new one.
  </Accordion>

  <Accordion title="Copied. These tools need replacing in your workspace: …">
    **Why:** the template uses tools that aren't available in your workspace. **Fix:** open your copy and replace those steps or tools, connecting any apps they need in [Tools](/tools/connect-accounts).
  </Accordion>

  <Accordion title="Failed to create from template / Could not create from template">
    **Why:** the copy couldn't be created. **Fix:** try again. If it keeps failing, contact [support@connie.ai](mailto:support@connie.ai) with the template name.
  </Accordion>

  <Accordion title="A duplicated workflow doesn't run">
    **Why:** copies start in Draft with triggers off. **Fix:** open it, check its steps and accounts, then set it live.
  </Accordion>

  <Accordion title="My webhook stopped working after I duplicated the workflow">
    **Why:** the copy has a new webhook URL. **Fix:** copy the new URL from the copy's trigger and update the sender. See [Webhooks](/automations/workflows/webhooks).
  </Accordion>

  <Accordion title="Only the flow owner can change sharing settings">
    **Why:** only the workflow's creator or a workspace owner or admin can change who has access. **Fix:** ask one of them.
  </Accordion>

  <Accordion title="View-only access — editing not allowed">
    **Why:** you have **Can view** access. **Fix:** ask the workflow's owner or an admin for **Can edit**.
  </Accordion>

  <Accordion title="Could not send your request. Please try again.">
    **Why:** the access request didn't go through. **Fix:** try again, or ask the owner directly.
  </Accordion>

  <Accordion title="I can't find Share as template on my workflow">
    **Why:** it's under the **Share** button in the workflow's top bar, not on the Automations list. **Fix:** open the workflow, click **Share**, then **Share as template**.
  </Accordion>
</AccordionGroup>

## Related

* [Automations overview](/automations/overview): the Automations page, folders and statuses
* [Build a workflow](/automations/workflows/build): edit a workflow after copying it
* [Agents](/automations/agents): create, share and duplicate agents
* [Lists and views](/records/lists-and-views): sharing Records lists
* [Members and roles](/workspace/members-and-roles): what guests, members and admins can do


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.