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20 changes: 20 additions & 0 deletions CHANGELOG.md
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Expand Up @@ -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** β€” Reusable workflow blueprints that bundle agents, teams, and triggers into single installable packages:
- **Template Definition Schema** β€” `workflow_templates` table (Migration `076`) with JSONB template definitions, variables, install counters, and full RLS policies
- **Template Marketplace** β€” Browse and filter published templates by category, with install count and resource summaries
- **One-Click Install** β€” Install Modal auto-creates all agents, team configuration, and pipeline steps from a template; users fill in `{{variable}}` placeholders before install
- **Create Template Wizard** β€” 4-step wizard (Select Agents/Team β†’ Auto-Scan Variables β†’ Metadata & Trigger β†’ Preview & Publish) accessible from Marketplace header and Agent Detail page
- **Variable Auto-Detection** β€” Wizard scans agent prompts for `{{variable}}` patterns and auto-generates variable definitions with labels, placeholders, and defaults
- **5 Built-in Starter Templates** β€” Weekly Sports Coach, Content Research Pipeline, Daily News Digest, Code Review Assistant, Weekly Report Generator
- **Template Categories** β€” Coaching, Research, Content, DevOps, Reporting, Sales & Marketing, Support, General
- **CRON & Webhook Triggers** β€” Templates can include scheduled triggers that are created alongside agents and teams

### Documentation

- **Workflow Templates Guide** β€” New documentation page covering browsing, installing, creating, and the template definition schema
- **Changelog** β€” Updated with 1.9.0 release
- **README** β€” Updated Features table, Marketplace description, Documentation table, and comparison table to include Workflow Templates

## [1.8.2] - 2026-04-11

### Added
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14 changes: 12 additions & 2 deletions README.md
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Expand Up @@ -139,6 +139,9 @@ CrewForm is the **first platform with native support for all three agentic proto
</tr>
<tr>
<td align="center" width="25%">
πŸ“‹<br/><strong>Workflow Templates</strong><br/>Reusable blueprints with fill-in-the-blank variables
</td>
<td align="center" width="25%">
πŸ”€<br/><strong>Fan-Out Branching</strong><br/>Parallel pipeline steps with merge agents
</td>
<td align="center" width="25%">
Expand All @@ -147,11 +150,11 @@ CrewForm is the **first platform with native support for all three agentic proto
<td align="center" width="25%">
πŸ”„<br/><strong>Fallback Models</strong><br/>Auto-switch to backup models on failure
</td>
</tr>
<tr>
<td align="center" width="25%">
🏠<br/><strong>Self-Hostable</strong><br/>Docker Compose β€” your data, your infra
</td>
</tr>
<tr>
<td align="center" width="25%">
πŸ”‘<br/><strong>BYOK</strong><br/>Your API keys, your cost β€” zero markup
</td>
Expand All @@ -161,9 +164,12 @@ CrewForm is the **first platform with native support for all three agentic proto
<td align="center" width="25%">
πŸ›‘οΈ<br/><strong>RBAC & Workspaces</strong><br/>Role-based access, multi-tenant isolation
</td>
</tr>
<tr>
<td align="center" width="25%">
πŸ“Š<br/><strong>Analytics</strong><br/>Track tokens, costs, and agent performance
</td>
<td colspan="3"></td>
</tr>
</table>

Expand Down Expand Up @@ -237,6 +243,7 @@ CrewForm gives you everything you need to orchestrate multi-agent AI workflows
- πŸ–₯️ **AG-UI Protocol** β€” Real-time SSE event streaming for frontend integration β€” the standard for agent-to-UI communication
- πŸ“š **Knowledge Base (RAG)** β€” Upload docs (TXT, MD, CSV, JSON), auto-chunk and embed with pgvector, then search via agents
- πŸͺ **Agent Marketplace** β€” Browse and install community-built agent templates, or publish your own
- πŸ“‹ **Workflow Templates** β€” Bundle agents, teams, and triggers into reusable blueprints with `{{variable}}` placeholders; install with one click
- ⚑ **Integrations Ecosystem** β€” Zapier (7,000+ apps), Discord, Slack, Telegram, Email, webhooks, and output routes
- πŸ”’ **Secure by Default** β€” AES-256-GCM key encryption, Row-Level Security, GDPR-ready
- πŸ“Š **Built-in Analytics** β€” Track token usage, costs, and performance per agent and task
Expand Down Expand Up @@ -292,6 +299,7 @@ Each client gets their own workspace. Custom agents built around their tools and
- πŸ”‘ **BYOK (Bring Your Own Key)** β€” Pay your LLM provider directly. Zero markup, zero middleman
- πŸ€– **Agent Management** β€” Create, configure, and monitor AI agents from a visual UI
- πŸͺ **Marketplace** β€” Browse and install agent templates built by the community
- πŸ“‹ **Workflow Templates** β€” Create reusable workflow blueprints with variable placeholders; 5 built-in starter templates
- πŸ‘₯ **Pipeline Mode** β€” Chain agents together in sequential workflows
- βœ… **Single Tasks** β€” Send a prompt to any agent and get results in real-time
- πŸ”Œ **MCP Protocol** β€” Connect agents to external MCP tool servers for dynamic tool discovery, and expose agents as MCP tools for Claude Desktop and Cursor
Expand Down Expand Up @@ -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
Expand Down Expand Up @@ -517,6 +526,7 @@ CrewForm is a **visual, UI-first platform** β€” you create agents, teams, and ta
| **Observability** | βœ… OTLP + Langfuse | Sometimes available |
| **Fan-Out (Parallel)** | βœ… Built-in branching + merge | Rare in UI-first platforms |
| **Agent Marketplace** | βœ… Browse, install, publish | Rare in open-source tools |
| **Workflow Templates** | βœ… Variable-driven blueprints with one-click install | Not available |
| **Data Portability** | βœ… JSON export/import for agents and teams | Usually locked to platform |
| **Self-Hosting** | βœ… One-command Docker Compose | Often cloud-only or complex setup |
| **Open Source** | βœ… AGPL-3.0 | Varies |
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16 changes: 16 additions & 0 deletions docs/changelog.mdx
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Expand Up @@ -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] β€” 2026-04-22

### Added

- **Workflow Templates** β€” Reusable workflow blueprints that bundle agents, teams, and triggers into single installable packages with `{{variable}}` placeholders
- **Template Marketplace** β€” Browse, filter, and install published templates by category from the Marketplace β†’ Templates tab
- **One-Click Install** β€” Fill in variables and CrewForm auto-creates all agents, team config, and pipeline steps
- **Create Template Wizard** β€” 4-step wizard (Select β†’ Variables β†’ Metadata β†’ Publish) from the Marketplace header or Agent Detail page
- **Variable Auto-Detection** β€” Wizard scans agent prompts for `{{variable}}` patterns and generates variable definitions
- **5 Starter Templates** β€” Weekly Sports Coach, Content Research Pipeline, Daily News Digest, Code Review Assistant, Weekly Report Generator
- **Template Triggers** β€” Templates can include CRON schedules or webhook triggers

### Documentation

- New **Workflow Templates** guide added to docs

## [1.8.2] β€” 2026-04-11

### Added
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3 changes: 2 additions & 1 deletion docs/mint.json
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Expand Up @@ -59,7 +59,8 @@
"pipeline-teams",
"orchestration-teams",
"collaboration-teams",
"visual-workflow-builder"
"visual-workflow-builder",
"workflow-templates"
]
},
{
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170 changes: 170 additions & 0 deletions docs/workflow-templates.md
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---
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 β€” agents with their prompts, team configuration, pipeline steps, and scheduled triggers β€” 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
β”œβ”€β”€ Agents (1 or more) β†’ Created with resolved prompts
β”œβ”€β”€ Team (optional) β†’ Pipeline/Orchestrator/Collaboration
β”‚ └── Steps β†’ Auto-wired to created agents
└── Trigger (optional) β†’ CRON schedule or Webhook
```

## Browsing Templates

Navigate to **Marketplace β†’ Templates** to browse published workflow templates.

Each template card shows:
- **Icon & Name** β€” Quick visual identification
- **Category** β€” Coaching, Research, Content, DevOps, Reporting, etc.
- **Description** β€” What the template does
- **Install Count** β€” Community popularity
- **Resource Summary** β€” 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** β€” agents, team, and trigger details
3. **Fill in the variables** β€” 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 β€” prompts, names, descriptions, trigger configs

## Built-in Templates

CrewForm ships with 5 starter templates:

### πŸ‰ 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)

---

### πŸ“ 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

---

### πŸ“° 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)

---

### πŸ” 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

---

### πŸ“Š 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** β€” creators can manage their own; all users can read published templates
- **JSONB storage** β€” template definitions and variables stored as flexible JSON
- **Install counter** β€” tracks how many times each template has been installed
- **Indexes** β€” optimized for category, tag, and full-text search queries

## Next Steps

- [Agents Guide](/agents) β€” Learn how agents work before templating them
- [Pipeline Teams](/pipeline-teams) β€” Understand team modes for multi-agent templates
- [Marketplace](/agents#marketplace) β€” Browse and install community templates
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