Guided templates turn a finished Zap into a guided setup experience for teammates. Instead of sending a bare template outline, you can walk people through connecting their own accounts, choosing which fields they may change, and publishing a fully configured Zap—with your help text at every stage.
What does this mean for you?
- Create a guided template from any Zap — Decide which fields stay locked, which are editable, and what instructions appear for app connections, fields, and variables.
- Share a clear path to a working Zap — Recipients use a wizard to name their Zap, connect apps, fill optional fields, and review before publishing their own copy.
- Manage everything in one place — Open the Guided templates page from the Templates icon in the main navigation to search, filter, share, change ownership, or delete templates you own or that others shared with you.
- Speed up authoring with AI (optional) — While building or using a guided template, you can use Generate with AI to draft titles, descriptions, overviews, and section content, then edit as needed.
Guided templates are different from shared Zap templates: they ship with your field values and configuration, and consumers follow your wizard instead of configuring the Zap entirely on their own.
Learn more about guided templates: