Publishing Workflows
Publishing lets you share your workflow in the Marketplace so other people can use it as a template.
After you publish, others can browse it, import it, and adapt it to their own needs.
Why publish a workflow?
Section titled “Why publish a workflow?”- Showcase your workflow skills and ideas.
- Help others by sharing a ready-made automation.
- Encourage reuse of proven solutions rather than reinventing from scratch.
- Receive feedback, contributions, or improvements from the community.
Before you publish
Section titled “Before you publish”Make sure your workflow meets these key conditions:
- It’s saved, stable and tested (run it a few times to confirm it works). See Full and Partial Executions Inside the Designer.
- Nodes are clearly named and organized.
- Sticky Notes or documentation are added to explain the workflow logic. (See Sticky Notes)
- Sensitive credentials or data are removed—replace them with placeholders or variables.
- If your workflow uses browser nodes, ensure the selectors and paths are generic or documented.
- Exported workflow JSON works as a standalone template when imported.
How to publish
Section titled “How to publish”- Go to your Workflows Library in the extension.
- Find the workflow you wish to publish.
- Click Publish (or similar UI button).
- Fill out publishing details:
- Workflow name
- Description
- Categories/tags
- Thumbnail or preview image
- Agree to any sharing terms and click Publish.
- Your workflow is now listed in the Marketplace and available for others to import.
After publishing
Section titled “After publishing”- Your workflow version is visible in the Marketplace.
- Maintain versions: if you update the workflow, publish a new version or update existing listing. For it you will use the Release button.
- Monitor user feedback or questions on your workflow.
- Consider updating documentation or adding more details based on usage.
The “Narrated” badge
Section titled “The “Narrated” badge”When you publish, the review step checks that every step carries a plain-language note (see Notes & story). If some steps don’t have one yet, you’ll see a reminder listing them — you can still publish, but adding notes (try ✨ Draft with AI) makes your flow far easier for others to learn.
A flow where every step has a note earns a ✨ Narrated badge on its Marketplace card and listing — a signal that it teaches on open, not just runs.
Using shared workflows
Section titled “Using shared workflows”When you import a published workflow from the Marketplace:
- Go to the Marketplace listing and click Use.
- After import, review it: set your own credentials, check browser node selectors, and test it manually.
Admin: maintaining templates in the canvas
Section titled “Admin: maintaining templates in the canvas”Workspace admins curate the built-in Marketplace template library from #/admin/templates.
The templates list shows each template’s title, category, price, and an Editing column that indicates when another admin currently has it open — hover it to see who and since when.
- New template opens a dialog to set a title, slug, summary, icon, category, price, sort order, and tags, then creates a draft and opens it directly in the canvas.
- Clicking a template opens it for editing on the same visual canvas used for regular workflows, plus a metadata panel for the fields above.
- Test-running a template while editing doesn’t create an execution history entry — it’s a scratch run, not a real automation execution.
Edit locking
Section titled “Edit locking”Only one admin can edit a given template at a time. When you open a template for editing, you acquire a lock that’s automatically renewed while you stay on the page and released when you leave or save.
- If someone else is already editing, you’ll see a read-only banner naming them and how long they’ve held the lock.
- Force unlock takes over the lock immediately — use it only when you’re sure the other admin’s session is stale, since it interrupts them and any of their unsaved changes are lost.
- If your own lock is taken over while you’re mid-edit, a banner warns you that your changes since the last save weren’t submitted, with a way to reacquire the lock or go back to the list.