diff --git a/CHANGELOG.md b/CHANGELOG.md index 96059ea..decbdea 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -6,6 +6,26 @@ The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/). ## [Unreleased] +## [1.9.0] - 2026-04-22 + +### Added + +- **Workflow Templates** — Reusable workflow blueprints that bundle agents, teams, and triggers into single installable packages: + - **Template Definition Schema** — `workflow_templates` table (Migration `076`) with JSONB template definitions, variables, install counters, and full RLS policies + - **Template Marketplace** — Browse and filter published templates by category, with install count and resource summaries + - **One-Click Install** — Install Modal auto-creates all agents, team configuration, and pipeline steps from a template; users fill in `{{variable}}` placeholders before install + - **Create Template Wizard** — 4-step wizard (Select Agents/Team → Auto-Scan Variables → Metadata & Trigger → Preview & Publish) accessible from Marketplace header and Agent Detail page + - **Variable Auto-Detection** — Wizard scans agent prompts for `{{variable}}` patterns and auto-generates variable definitions with labels, placeholders, and defaults + - **5 Built-in Starter Templates** — Weekly Sports Coach, Content Research Pipeline, Daily News Digest, Code Review Assistant, Weekly Report Generator + - **Template Categories** — Coaching, Research, Content, DevOps, Reporting, Sales & Marketing, Support, General + - **CRON & Webhook Triggers** — Templates can include scheduled triggers that are created alongside agents and teams + +### Documentation + +- **Workflow Templates Guide** — New documentation page covering browsing, installing, creating, and the template definition schema +- **Changelog** — Updated with 1.9.0 release +- **README** — Updated Features table, Marketplace description, Documentation table, and comparison table to include Workflow Templates + ## [1.8.2] - 2026-04-11 ### Added diff --git a/README.md b/README.md index 47a639c..c8d99ad 100644 --- a/README.md +++ b/README.md @@ -139,6 +139,9 @@ CrewForm is the **first platform with native support for all three agentic proto +📋
Workflow Templates
Reusable blueprints with fill-in-the-blank variables + + 🔀
Fan-Out Branching
Parallel pipeline steps with merge agents @@ -147,11 +150,11 @@ CrewForm is the **first platform with native support for all three agentic proto 🔄
Fallback Models
Auto-switch to backup models on failure + + 🏠
Self-Hostable
Docker Compose — your data, your infra - - 🔑
BYOK
Your API keys, your cost — zero markup @@ -161,9 +164,12 @@ CrewForm is the **first platform with native support for all three agentic proto 🛡️
RBAC & Workspaces
Role-based access, multi-tenant isolation + + 📊
Analytics
Track tokens, costs, and agent performance + @@ -237,6 +243,7 @@ CrewForm gives you everything you need to orchestrate multi-agent AI workflows - 🖥️ **AG-UI Protocol** — Real-time SSE event streaming for frontend integration — the standard for agent-to-UI communication - 📚 **Knowledge Base (RAG)** — Upload docs (TXT, MD, CSV, JSON), auto-chunk and embed with pgvector, then search via agents - 🏪 **Agent Marketplace** — Browse and install community-built agent templates, or publish your own +- 📋 **Workflow Templates** — Bundle agents, teams, and triggers into reusable blueprints with `{{variable}}` placeholders; install with one click - ⚡ **Integrations Ecosystem** — Zapier (7,000+ apps), Discord, Slack, Telegram, Email, webhooks, and output routes - 🔒 **Secure by Default** — AES-256-GCM key encryption, Row-Level Security, GDPR-ready - 📊 **Built-in Analytics** — Track token usage, costs, and performance per agent and task @@ -292,6 +299,7 @@ Each client gets their own workspace. Custom agents built around their tools and - 🔑 **BYOK (Bring Your Own Key)** — Pay your LLM provider directly. Zero markup, zero middleman - 🤖 **Agent Management** — Create, configure, and monitor AI agents from a visual UI - 🏪 **Marketplace** — Browse and install agent templates built by the community +- 📋 **Workflow Templates** — Create reusable workflow blueprints with variable placeholders; 5 built-in starter templates - 👥 **Pipeline Mode** — Chain agents together in sequential workflows - ✅ **Single Tasks** — Send a prompt to any agent and get results in real-time - 🔌 **MCP Protocol** — Connect agents to external MCP tool servers for dynamic tool discovery, and expose agents as MCP tools for Claude Desktop and Cursor @@ -374,6 +382,7 @@ CrewForm uses an **open-core** model: a free Community Edition under AGPL-3.0 an | [Visual Workflow Builder](https://docs.crewform.tech/visual-workflow-builder) | Interactive canvas with live execution observability | | [Chat Widget](https://docs.crewform.tech/chat-widget) | Embed agents on any website with a script tag | | [Observability](https://docs.crewform.tech/observability) | OpenTelemetry + Langfuse tracing setup | +| [Workflow Templates](https://docs.crewform.tech/workflow-templates) | Create, install, and share reusable workflow blueprints | | [Changelog](https://docs.crewform.tech/changelog) | Release notes and version history | ## Architecture @@ -517,6 +526,7 @@ CrewForm is a **visual, UI-first platform** — you create agents, teams, and ta | **Observability** | ✅ OTLP + Langfuse | Sometimes available | | **Fan-Out (Parallel)** | ✅ Built-in branching + merge | Rare in UI-first platforms | | **Agent Marketplace** | ✅ Browse, install, publish | Rare in open-source tools | +| **Workflow Templates** | ✅ Variable-driven blueprints with one-click install | Not available | | **Data Portability** | ✅ JSON export/import for agents and teams | Usually locked to platform | | **Self-Hosting** | ✅ One-command Docker Compose | Often cloud-only or complex setup | | **Open Source** | ✅ AGPL-3.0 | Varies | diff --git a/docs/changelog.mdx b/docs/changelog.mdx index c7f7a57..9a6b36a 100644 --- a/docs/changelog.mdx +++ b/docs/changelog.mdx @@ -9,6 +9,22 @@ All notable changes to CrewForm will be documented here. The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/). +## [1.9.0] — 2026-04-22 + +### Added + +- **Workflow Templates** — Reusable workflow blueprints that bundle agents, teams, and triggers into single installable packages with `{{variable}}` placeholders +- **Template Marketplace** — Browse, filter, and install published templates by category from the Marketplace → Templates tab +- **One-Click Install** — Fill in variables and CrewForm auto-creates all agents, team config, and pipeline steps +- **Create Template Wizard** — 4-step wizard (Select → Variables → Metadata → Publish) from the Marketplace header or Agent Detail page +- **Variable Auto-Detection** — Wizard scans agent prompts for `{{variable}}` patterns and generates variable definitions +- **5 Starter Templates** — Weekly Sports Coach, Content Research Pipeline, Daily News Digest, Code Review Assistant, Weekly Report Generator +- **Template Triggers** — Templates can include CRON schedules or webhook triggers + +### Documentation + +- New **Workflow Templates** guide added to docs + ## [1.8.2] — 2026-04-11 ### Added diff --git a/docs/mint.json b/docs/mint.json index 90a768c..82ca18c 100644 --- a/docs/mint.json +++ b/docs/mint.json @@ -59,7 +59,8 @@ "pipeline-teams", "orchestration-teams", "collaboration-teams", - "visual-workflow-builder" + "visual-workflow-builder", + "workflow-templates" ] }, { diff --git a/docs/workflow-templates.md b/docs/workflow-templates.md new file mode 100644 index 0000000..5fc9c81 --- /dev/null +++ b/docs/workflow-templates.md @@ -0,0 +1,170 @@ +--- +title: "Workflow Templates" +description: "Create, browse, and install reusable AI workflow blueprints with fill-in-the-blank variables." +--- + +# Workflow Templates + +Workflow Templates are reusable blueprints that bundle agents, teams, and triggers into a single installable package. Users fill in a few variables and get a fully wired workflow in one click. + +## Overview + +A template captures your entire workflow setup — agents with their prompts, team configuration, pipeline steps, and scheduled triggers — and parameterizes it with `{{variable}}` placeholders. When someone installs your template, they fill in those variables and CrewForm automatically creates everything for them. + +``` +Template Definition +├── Agents (1 or more) → Created with resolved prompts +├── Team (optional) → Pipeline/Orchestrator/Collaboration +│ └── Steps → Auto-wired to created agents +└── Trigger (optional) → CRON schedule or Webhook +``` + +## Browsing Templates + +Navigate to **Marketplace → Templates** to browse published workflow templates. + +Each template card shows: +- **Icon & Name** — Quick visual identification +- **Category** — Coaching, Research, Content, DevOps, Reporting, etc. +- **Description** — What the template does +- **Install Count** — Community popularity +- **Resource Summary** — Number of agents, team mode, and trigger type + +Click any card to open the Install Modal. + +## Installing a Template + +1. Click a template card in the Marketplace +2. Review **what will be created** — agents, team, and trigger details +3. **Fill in the variables** — each template defines its own set of configurable values +4. Click **Install Template** +5. CrewForm automatically creates all resources in your workspace + +### Variable Resolution + +Variables use `{{mustache}}` syntax. During installation, every `{{variable}}` in the template definition (agent prompts, task descriptions, team names, etc.) is replaced with the value you provide. + +**Example:** A template with `{{sport}}` and `{{age_group}}` variables in the agent's system prompt: + +``` +You are a {{sport}} coach for {{age_group}} players. +Focus on: {{focus_areas}} +``` + +When installed with `sport = "rugby"`, `age_group = "under 9s"`, and `focus_areas = "tackling, passing, positioning"`: + +``` +You are a rugby coach for under 9s players. +Focus on: tackling, passing, positioning +``` + +## Creating a Template + +There are two ways to create a workflow template: + +### From the Marketplace + +1. Click **+ Create Template** in the Marketplace header +2. Follow the 4-step wizard: + +| Step | What You Do | +|------|------------| +| **1. Select** | Pick agents and optionally a team from your workspace | +| **2. Variables** | Auto-scans `{{variable}}` patterns from prompts; define labels, placeholders, defaults | +| **3. Metadata** | Set name, description, icon, category, tags, and optional CRON/webhook trigger | +| **4. Preview** | Review everything before publishing | + +### From an Agent + +1. Open any agent's detail page +2. Click the **Template** button in the header +3. The wizard opens with that agent pre-selected + +### Variable Tips + +- Use descriptive variable names: `{{target_audience}}` not `{{var1}}` +- Provide sensible defaults so users can install quickly +- Mark variables as required only if the template won't work without them +- Variables work anywhere in the template definition — prompts, names, descriptions, trigger configs + +## Built-in Templates + +CrewForm ships with 5 starter templates: + +### 🏉 Weekly Sports Coach +A single-agent workflow with a CRON trigger that delivers weekly coaching tips. + +**Variables:** `sport`, `age_group`, `focus_areas`, `cron_expression` + +**Creates:** 1 agent + 1 CRON trigger (default: every Friday at 9am) + +--- + +### 📝 Content Research Pipeline +A 3-agent pipeline for topic research, content writing, and editing. + +**Variables:** `topic`, `target_audience`, `tone` + +**Creates:** 3 agents (Researcher, Writer, Editor) + 1 pipeline team + +--- + +### 📰 Daily News Digest +A 2-agent pipeline that gathers and summarizes industry news on a schedule. + +**Variables:** `industry`, `news_sources`, `output_format` + +**Creates:** 2 agents (Gatherer, Summarizer) + 1 pipeline team + 1 CRON trigger (weekdays at 7am) + +--- + +### 🔍 Code Review Assistant +A single-agent webhook-triggered workflow for automated code reviews. + +**Variables:** `language`, `coding_standards`, `severity_level` + +**Creates:** 1 agent + 1 webhook trigger + +--- + +### 📊 Weekly Report Generator +A 2-agent pipeline for data analysis and report writing on a weekly schedule. + +**Variables:** `department`, `key_metrics`, `stakeholders` + +**Creates:** 2 agents (Analyst, Writer) + 1 pipeline team + 1 CRON trigger (Mondays at 8am) + +## Template Definition Schema + +For advanced users, templates are stored as JSONB with this structure: + +```typescript +interface TemplateDefinition { + agents: TemplateAgentDef[] // Required: at least 1 agent + team: TemplateTeamDef | null // Optional: team configuration + trigger: TemplateTriggerDef | null // Optional: CRON or webhook +} + +interface TemplateVariable { + key: string // Variable key (e.g. "sport") + label: string // Display label (e.g. "Sport") + type: 'text' | 'number' | 'select' + placeholder: string // Input placeholder + required: boolean // Must be filled before install + default: string // Pre-filled default value +} +``` + +## Database + +Templates are stored in the `workflow_templates` table with: +- **RLS policies** — creators can manage their own; all users can read published templates +- **JSONB storage** — template definitions and variables stored as flexible JSON +- **Install counter** — tracks how many times each template has been installed +- **Indexes** — optimized for category, tag, and full-text search queries + +## Next Steps + +- [Agents Guide](/agents) — Learn how agents work before templating them +- [Pipeline Teams](/pipeline-teams) — Understand team modes for multi-agent templates +- [Marketplace](/agents#marketplace) — Browse and install community templates