FluidGrids
Integrations & Templates2 illustrations

Template Gallery and Guided Import

Start from a ready-made workflow, preview it, fill in its inputs and connections, and import it as a draft.

These images are illustrations of the concept, not screenshots of the actual product.

Overview

Templates are reusable workflow blueprints, and this concept shows how FluidGrids is designed to turn one into a working automation without starting from an empty canvas. It covers two linked moments: browsing a gallery of templates, and importing one through a guided dialog that asks only for what that template needs.

Building a workflow from scratch means rediscovering patterns many teams already share, from routing new leads into a CRM to sending a nightly report. Copying someone else's workflow by hand is not much better, because it arrives with the original author's channels, message text and account links baked in. The concept separates the reusable shape of a workflow from the details that belong to each workspace, and turns those details into an explicit checklist.

The Templates page toggles between Workspace templates and Store templates and offers a search box and a category rail covering sales, marketing, operations, data, AI and communication. Each template card draws the workflow as a short chain of node icons, then gives its name, a category chip, the number of nodes, a difficulty rating of easy or medium, an estimated time in minutes and a star for saving favorites. Choosing a template opens the import dialog. On the left, a read-only preview shows the template's node chain on a canvas grid. On the right, required inputs collect values such as a destination channel and a message template with placeholder fields, and a Connections needed list shows which services are already connected and offers a Connect link for any that are not. The footer records where the template came from and which original version it was copied from, and notes that the result will be created as a draft.

Because imports land as drafts, a new workflow still passes through the normal lifecycle: it can be refined in the visual builder, tested, and then published and activated with its triggers armed. Store templates sit alongside installable nodes and integrations, so a team can pick up a proven pattern and the connectors it depends on from one place, and workspace templates let a team reuse its own best workflows.

What this concept shows

  • A Workspace and Store toggle for templates owned by the team or published in the store
  • Search and category filtering across sales, marketing, operations, data, AI and communication templates
  • Template cards that sketch each workflow as a short chain of node icons
  • Node count, difficulty rating and estimated time on every card, plus a favorite star
  • A read-only preview of the template's nodes inside the import dialog
  • Required inputs such as a channel and a message template with placeholders and a character counter
  • A connections checklist that shows connected and missing services with an inline Connect action
  • Lineage showing the store source and original template version, with every import created as a draft

How it works

  1. Open Templates and choose Workspace or Store as the source.
  2. Narrow the gallery by category or search, comparing node count, difficulty and estimated time.
  3. Select a template to open the import dialog and review its read-only node preview.
  4. Fill in the required inputs, such as the destination channel and message template.
  5. Connect any service marked as not connected in the Connections needed list.
  6. Choose Import & Configure to create the workflow as a draft, ready to refine, test and publish.

Who it's for

  • Operations and automation leads
  • Business users new to workflow automation
  • Digital agencies reusing patterns across client workspaces
  • Solutions engineers standardizing common automations

Illustrations

2 illustrations of this concept. Select one to view it full size.

This illustration shows the Templates page, with Templates selected in the sidebar and a usage summary of workflows, runs and nodes below it. At the top, a segmented control switches between Workspace and Store, with Store selected, beside a search box. A category rail lists All, Sales, Marketing, Operations, Data, AI and Communication. The gallery holds nine cards, including a webhook-to-Slack notification, lead capture into a CRM, form submissions into a spreadsheet, a scheduled health check, a daily email summary, an order-to-cash starter, a payment-to-invoice flow, AI support triage and a nightly database-to-dashboard sync. Each card draws two or three connected node icons as a miniature flow, then shows the title, a category chip, a node count, an Easy or Medium difficulty badge, an estimated time in minutes and a star for favorites. The design demonstrates quick side-by-side comparison before committing to a template.

Guided Template Import

Importing a template asks for its inputs and connections and records the version it came from.

Here the concept shows the import dialog for a lead-capture-to-CRM template, opened over the Templates list. A header asks the user to review the template and configure its required inputs and connections. The left panel is a read-only preview of four nodes on a dotted canvas: a webhook trigger, an HTTP enrichment request, a CRM create-or-update step and a Slack notification. The right panel collects required inputs: a Slack channel and a multi-line message template that inserts the lead's name, email, source and capture time through placeholders, with a character counter. A Connections needed list shows one service connected and another not connected, with a Connect link beside it. The footer states that the template was imported from the FluidGrids Store and links the original version, next to Cancel and Import & Configure buttons and a note that the workflow will be created as a draft.

Topics

  • workflow templates
  • automation template gallery
  • import a workflow template
  • prebuilt automation recipes
  • lead capture to CRM automation
  • template marketplace
  • reusable workflow blueprint
  • no-code workflow starter
  • workflow template lineage

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