GuidePlatformv1
Publish template
Learn how to publish template automations into the "templates" account using the "Automation Templates" permission. Easily make them public and categorize them within folders for convenient access on a non-development system.
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
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Last updated April 4, 2026