> ## Documentation Index
> Fetch the complete documentation index at: https://flowglad.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Browse and preview Flowglad templates, choose a Space, and have your MCP-connected agent apply the template's Skills, Automations, Applications, and Files.

Templates are ready-made starting points for common business workflows. A template bundles the resources a workflow needs so you can add them to a Space at once instead of building each one yourself.

## What a template contains

Each template lists its **Included Components**. A component can be one of these resources:

* **Skills**: reusable instructions. Skills belong to your organization and do not require a Space. See [Skills](/docs/skills.md).
* **Automations**: scheduled or triggered work. Automations belong to the Space you apply the template to. See [Automations](/docs/automations.md).
* **Applications**: apps that belong to the Space you apply the template to.
* **Files**: standalone file copies saved to the root of the Space.

A template can also list **Suggested Connections (Optional)**. These are the outside systems, such as a CRM or email provider, that the template's resources work best with. You can set up connections later. See [Connectors](/docs/connectors.md).

Some templates contain instructions only and have no resources to apply.

## Browse and preview templates

Open **Templates** in Flowglad. Search the catalog or select **Filter** to narrow results by type or category. You can also [browse the public template catalog](https://www.flowglad.com/workflows).

Select a template to open its preview. The preview has two tabs:

* **Details** shows the template summary and each included component with its name and type.
* **Implementation** walks you through applying the template.

## Apply a template

Before you start, you need:

* An agent connected to Flowglad through MCP. See [MCP](/docs/mcp-server.md).
* Access to the Space where you want the template's resources. Templates with Automations, Applications, or Files require an existing Space. See [Spaces](/docs/spaces.md).

On the **Implementation** tab, complete the three steps:

1. **Connect MCP**

   Flowglad checks for your MCP connection. When it finds one, the step shows **Connected through** and the name of your agent. If no connection exists, select **Connect MCP** to open **Settings** → **MCP** in a new tab and set one up. If the check fails, select **Retry Connection Check**.

2. **Select Space**

   Choose the Space that should own the template's resources. Select **Change** to pick a different Space. If you don't have access to any Spaces, go to **Spaces** to create one or ask for access.

3. **Copy Prompt**

   Select **Copy Prompt** and paste the prompt into your connected agent. If clipboard access fails, select the prompt text and copy it manually.

The prompt tells your agent to call the `templates.apply` MCP tool with the template and Space you chose. It looks like this:

```text theme={null}
Apply the "Weekly pipeline review" template to the "Sales" Space using the Flowglad MCP tool templates.apply with these arguments:

{
  "templateId": "...",
  "spaceId": "..."
}

Create every resource in the template. Leave connection mappings omitted, and recommend suitable existing connections or creating a connection for any remaining setup. Do not enable, activate, or run the created resources.
...
```

For the tool's arguments and behavior, see [Apply a template](/docs/mcp-server.md#apply-a-template) on the MCP page.

## After you apply a template

Your agent confirms that creation was queued. Flowglad creates the resources in the background, so they can take a moment to appear. Ask your agent to check them with its resource tools, or open the Space in Flowglad.

* **Each apply creates new copies.** Applying the same template again, including a retry, creates another set of resources. Don't ask your agent to apply the template again to check progress.
* **Resources stay inactive.** Flowglad does not activate or run applied resources. Review each one, then verify or activate it when you're ready.
* **Results can be partial.** If one component fails, the components that succeeded remain. Check which resources were created before you try again.
* **Files never overwrite.** Each File is saved at the Space root with its configured filename. If a file with the same name already exists, that File fails and the conflict is reported. Other components continue.
* **Connections may need setup.** Your agent recommends existing connections that fit, or suggests creating one. Resources that need a connection wait until you configure it.

## Start from a Skill template

To copy a single Skill instead of a full template, use **Skill Templates** on the **Skills** page. See [Start from a Skill template](/docs/skills.md#start-from-a-skill-template).


## Related topics

- [MCP](/docs/mcp-server.md)
- [Skills](/docs/skills.md)
- [Welcome](/docs/agents/introduction.md)
- [Updates](/docs/updates.md)


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