GuidePlatform UI (Fallback)v1
Publish template
Publishing template automations makes them available in the templates account for authorized users to organize, categorize, and share with others.
On a non-development system, accounts having the "Automation Templates" permission can publish template automations into the "templates" account. See Automation Templates
To publish an automation as a template, accounts having the "Automation Templates" permission can use the following gear menu option:
The template is immediately published into the "templates" account:
It can then be placed into a category folder and made public, see Automation Templates
Related docs
Last updated May 4, 2026