Skip to main content

​
Workflow Templates

Workflow Templates are reusable blueprints that bundle agents, teams, and triggers into a single installable package. Users fill in a few variables and get a fully wired workflow in one click.

​
Overview

A template captures your entire workflow setup — agents with their prompts, team configuration, pipeline steps, and scheduled triggers — and parameterizes it with {{variable}} placeholders. When someone installs your template, they fill in those variables and CrewForm automatically creates everything for them. 
Template Definition
├── Agents (1 or more)        → Created with resolved prompts
├── Team (optional)           → Pipeline/Orchestrator/Collaboration
│   └── Steps                 → Auto-wired to created agents
└── Trigger (optional)        → CRON schedule or Webhook

​
Browsing Templates

Navigate to Marketplace → Templates to browse published workflow templates. Each template card shows:
  • Icon & Name — Quick visual identification
  • Category — Coaching, Research, Content, DevOps, Reporting, etc.
  • Description — What the template does
  • Install Count — Community popularity
  • Resource Summary — Number of agents, team mode, and trigger type
Click any card to open the Install Modal.

​
Installing a Template

  1. Click a template card in the Marketplace
  2. Review what will be created — agents, team, and trigger details
  3. Fill in the variables — each template defines its own set of configurable values
  4. Click Install Template
  5. CrewForm automatically creates all resources in your workspace

​
Variable Resolution

Variables use {{mustache}} syntax. During installation, every {{variable}} in the template definition (agent prompts, task descriptions, team names, etc.) is replaced with the value you provide. Example: A template with {{sport}} and {{age_group}} variables in the agent’s system prompt: 
You are a {{sport}} coach for {{age_group}} players.
Focus on: {{focus_areas}}
When installed with sport = "rugby", age_group = "under 9s", and focus_areas = "tackling, passing, positioning": 
You are a rugby coach for under 9s players.
Focus on: tackling, passing, positioning

​
Creating a Template

There are two ways to create a workflow template:

​
From the Marketplace

  1. Click + Create Template in the Marketplace header
  2. Follow the 4-step wizard:
StepWhat You Do
1. SelectPick agents and optionally a team from your workspace
2. VariablesAuto-scans {{variable}} patterns from prompts; define labels, placeholders, defaults
3. MetadataSet name, description, icon, category, tags, and optional CRON/webhook trigger
4. PreviewReview everything before publishing

​
From an Agent

  1. Open any agent’s detail page
  2. Click the Template button in the header
  3. The wizard opens with that agent pre-selected

​
Variable Tips

  • Use descriptive variable names: {{target_audience}} not {{var1}}
  • Provide sensible defaults so users can install quickly
  • Mark variables as required only if the template won’t work without them
  • Variables work anywhere in the template definition — prompts, names, descriptions, trigger configs

​
Built-in Templates

CrewForm ships with 5 starter templates:

​
🏉 Weekly Sports Coach

A single-agent workflow with a CRON trigger that delivers weekly coaching tips. Variables: sport, age_group, focus_areas, cron_expression Creates: 1 agent + 1 CRON trigger (default: every Friday at 9am)

​
📝 Content Research Pipeline

A 3-agent pipeline for topic research, content writing, and editing. Variables: topic, target_audience, tone Creates: 3 agents (Researcher, Writer, Editor) + 1 pipeline team

​
📰 Daily News Digest

A 2-agent pipeline that gathers and summarizes industry news on a schedule. Variables: industry, news_sources, output_format Creates: 2 agents (Gatherer, Summarizer) + 1 pipeline team + 1 CRON trigger (weekdays at 7am)

​
🔍 Code Review Assistant

A single-agent webhook-triggered workflow for automated code reviews. Variables: language, coding_standards, severity_level Creates: 1 agent + 1 webhook trigger

​
📊 Weekly Report Generator

A 2-agent pipeline for data analysis and report writing on a weekly schedule. Variables: department, key_metrics, stakeholders Creates: 2 agents (Analyst, Writer) + 1 pipeline team + 1 CRON trigger (Mondays at 8am)

​
Template Definition Schema

For advanced users, templates are stored as JSONB with this structure: 
interface TemplateDefinition {
  agents: TemplateAgentDef[]   // Required: at least 1 agent
  team: TemplateTeamDef | null // Optional: team configuration
  trigger: TemplateTriggerDef | null // Optional: CRON or webhook
}

interface TemplateVariable {
  key: string         // Variable key (e.g. "sport")
  label: string       // Display label (e.g. "Sport")
  type: 'text' | 'number' | 'select'
  placeholder: string // Input placeholder
  required: boolean   // Must be filled before install
  default: string     // Pre-filled default value
}

​
Database

Templates are stored in the workflow_templates table with:
  • RLS policies — creators can manage their own; all users can read published templates
  • JSONB storage — template definitions and variables stored as flexible JSON
  • Install counter — tracks how many times each template has been installed
  • Indexes — optimized for category, tag, and full-text search queries

​
Next Steps

  • Agents Guide — Learn how agents work before templating them
  • Pipeline Teams — Understand team modes for multi-agent templates
  • Marketplace — Browse and install community templates