Node and Flow Library

Automating work for yourself is great, but helping your entire team and company automate alongside you is 100x more impactful. Through working with customers with thousands of employees, we’ve realized just how important one person’s AI automations can be if others start adopting them. Any AI-curious person within a company should be able to find workflows, understand them, and easily set them up for themselves. These new sharing features let you publish flows and custom nodes as discoverable templates within your organization, complete with built-in setup tutorials.

Philosophy: We’ve always thought of Gumloop as more comparable to Python than regular SaaS. The beauty of both Gumloop and Python is being able to build the tools for yourself. These sharing features allow companies to get the ‘templates’ experience without watering things down by making them appeal to the masses.

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Enhanced Hub Page Experience

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Advanced Filtering Options

The Hub now includes powerful filtering capabilities:

• Filter by Creator: Find workflows created by specific team members
• Filter by Nodes: Discover flows that use particular nodes or integrations
• Content Type Tabs: Switch between flows and custom nodes seamlessly

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Custom Nodes Tab

Custom nodes now have their own dedicated space in the Hub, making it easy to:

• View all your custom nodes in one place
• Manage node permissions and sharing
• Track usage across your organization

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Organization Template Sharing Overview

Your organization template sharing system serves as your company’s central hub for automation resources, accessible at gumloop.com/templates/organization.

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For Pro and Enterprise Users

• Organization Template Sharing: Access to company-wide template sharing
• Template Publishing: Share flows and custom nodes across the organization
• User Attribution: See who created each template and contact them if needed

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Key Features

1. Unified Discovery: Browse flows and custom nodes created by your colleagues
2. Smart Filtering: Find relevant automation by creator, nodes used, or content type
3. User Attribution: See who built each resource and reach out for assistance
4. Easy Cloning: One-click copying of templates into your workspace
5. Setup Guidance: Built-in instructions help others configure your shared workflows

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Sharing Workflows with Setup Instructions

One of the most impactful features for all users is the ability to create comprehensive setup instructions when sharing workflows.

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Creating Setup Instructions

When sharing any workbook, you can now include detailed setup guidance:

1. Access the Share Modal: Click “Share” on any workbook

2. Select “Create Template with Set-up Instructions”
3. Configure Your Template:
   • Edit the AI-generated title and description
   • Add step-by-step setup instructions
   • Link specific steps to relevant nodes
   • Preview the user experience

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Why Setup Instructions Matter

Before this feature, sharing workflows required:

• Manual explanation of configuration steps
• Back-and-forth communication for clarification
• Risk of misconfiguration by new users

Now, setup instructions are packaged directly with the workflow, ensuring:

• Self-Service Setup: Users can configure workflows independently
• Reduced Support Burden: Creators spend less time explaining their workflows
• Consistent Results: Standardized setup reduces configuration errors

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Using Organization Templates

Finding and using templates is designed to be intuitive:

1. Browse Templates: Explore templates by category, creator, or nodes used
2. Review Template Details: Read descriptions, setup instructions, and requirements
3. Clone Template: Create a copy in your workspace with one click

4. Follow Setup Guide: Use the built-in instructions to configure the workflow
5. Customize as Needed: Modify the cloned template to fit your specific requirements

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Sharing Custom Nodes

Custom nodes represent some of the most valuable automation assets within an organization. These sharing features make these powerful tools discoverable and reusable.

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Publishing Custom Nodes

Share custom nodes with your organization:

1. Access Node Sharing: Hover over the node and click on the Share button
2. Choose Sharing Method:
   • Share with Organization: Makes the node discoverable by all organization members
   • Share with Specific Users: Gives immediate access to use the node to the selected team members

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Understanding Sharing Methods

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Node Discovery and Usage

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For Organization-Shared Nodes

When a node is shared with the entire organization:

1. Find the Node: Navigate to gumloop.com/templates/organization
2. Browse Custom Nodes: Switch to the Custom Nodes tab to see all available nodes
3. Copy to Your Library: Click “Copy to My Library” on the desired node

4. Refresh and Use: Refresh your workflow page - the node will now appear in your node library

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For Directly Shared Nodes

When a node is shared directly with you:

• The node appears immediately in your node library
• No additional action required
• The node is not visible to other organization members

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Search and Attribution

Every custom node shared within your organization includes:

• Creator Attribution: See who built each node
• Creation Date: Understand how recent or established the node is
• Contact Information: Easy access to reach the creator for questions
• Node Description: Understand what the node does and how to use it

Pro Tip: If you can’t find a custom node that was shared with your organization, visit gumloop.com/templates/organization and copy it to your library first. Organization-shared nodes don’t automatically appear in your library until you explicitly add them.

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Best Practices for Sharing Flows and Nodes

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For Template Creators

1. Write Clear Descriptions: Explain what the template does, when to use it, and expected outcomes
2. Create Comprehensive Setup Instructions: Include all necessary configuration steps
3. Use Descriptive Names: Choose names that clearly indicate the template’s purpose
4. Test Before Publishing: Ensure the template works correctly before sharing
5. Provide Examples: Include sample data or use cases in the instructions
6. Keep Templates Updated: Maintain and improve templates based on user feedback

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For Template Users

1. Read Instructions Carefully: Follow the setup guide provided by the template creator
2. Test with Sample Data: Validate the template with test data before production use
3. Customize Appropriately: Modify templates to fit your specific requirements
4. Provide Feedback: Share insights with creators to help improve templates
5. Ask Questions: Don’t hesitate to contact creators for clarification or support

Sharing flows and nodes represents a fundamental shift from individual automation to organizational automation capability. By making it easy to share, discover, and build upon each other’s work, teams can achieve automation impacts that are truly 100x more powerful than individual efforts.

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Frequently Asked Questions

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Who can access organization template sharing?

All organization members can browse and use templates. Pro and Enterprise plans are required for full template publishing capabilities.

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How are templates different from regular workflow sharing?

Templates include built-in setup instructions and are discoverable in the organization library.

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Can I edit templates created by others?

You can clone templates to create your own copies, which you can then modify freely. The original template remains unchanged.

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What happens to my credentials when I use a template?

Templates never include credentials. You must configure your own authentication for any services used by the template.

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How do I contact a template creator?

Each template shows the creator’s information, making it easy to reach out for questions or support.

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Can templates be used outside my organization?

No, organization templates are private to your organization. They cannot be accessed by users outside your company. For additional support or questions about sharing flows and nodes, visit forum.gumloop.com or reach out to support@gumloop.com.