Chapter 3: Start from a template

A template is a ready-made flow for a common case. When you use it, NappAI creates a copy in your projects. The copy is yours: you can change it without the template changing.

What you’ll learn

• How to find a template and see what it does before using it.
• How to create a project from it.
• What you have to complete for it to work.

Find a template

1. In the side menu, click Templates.
2. Choose a category on the left, such as Basic, Operations or Human Resources, or click All.
3. If you’re looking for something specific, type in Search template. The search looks at names and descriptions across the whole catalogue.

Check what it does

Click a card to open its preview.

• On the left you see a diagram of the flow’s components and how they connect.
• On the right, the template’s explanation.
• The ? icon next to the name opens its documentation.

Look at the services it uses, for example Gmail or an AI provider: you’ll need a credential for each one.

Create your project

1. In the preview, change the project name if you like.
2. Choose the folder where it will be saved.
3. Click Use this template.

NappAI creates the project and opens it in the editor.

You can also start from a template with New project, on the Projects screen.

Complete it

A template usually needs your credentials. The components that ask for them show a yellow border.

1. Open each component with a yellow border.
2. In the Credential field, choose your credential or click Add new credential to add one without leaving the editor. See Credentials.
3. Check the other fields marked as required.
4. Test the flow in Playground.

Summary

• A template is a copy: you can change it as you like.
• Before using it, check in the preview which services it needs.
• Then complete the credentials of the components with a yellow border and test it.

For more detail, see Templates. In the next chapter you’ll learn to import and export projects.