- Create a blank flow or launch a starter template.
- Resolve the template's setup checklist: plan access, integrations, AI accounts, agents, and other required resources.
- Add and connect nodes, then configure mappings and error paths.
- Save the draft and run a manual test with representative data.
- Publish the version that should receive triggers.
- Monitor run history and create a new draft for later changes.
Templates accelerate common automations but do not supply customer secrets. The launch checklist identifies missing connections and plan restrictions before publication.