GuidePlatformv1
Deploying to Customers
Distributing an automation template to customer accounts — linked deployment via the plugin, with the editor's template-admin UX as a fallback.
Ask Claude to deploy a published template out to customer accounts. Claude lists the accounts already linked to the template (with their current template versions), asks you to confirm which accounts to update, and runs the deploy.
Publishing a template from dev to prod is a separate step — see Dev to Prod.
UI fallback
When you need to click through manually, see Deploying templates in the automation editor.
Related docs
Last updated May 4, 2026