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Templates allow you to share notebook configurations with others in your organization or publicly. You can create templates from existing notebooks and use them to quickly create new notebooks with pre-configured cells, connections, and settings.

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Creating a Template

You can turn any notebook into a template by enabling template sharing in the notebook settings.

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Enable Template Sharing

  1. Open the notebook you want to share as a template.
  2. Click on the .. actions menus in the notebook header.
  3. Select Template Settings
  4. Enable Share as Template at the top
  5. Configure the template settings:
    • Name: A descriptive name for your template.
    • Description: Explain what the template does and when to use it.
    • Tags: Add tags to help users find your template.
    • Visibility: Choose who can access the template:
      • Organization only: Only members of your organization can see and use this template.
      • Public: Anyone with the link can use this template, but it won’t appear in the public gallery.
  6. Click Save Settings to publish your template.
    • Public Gallery: Anyone can find and use this template in the public gallery. This option is only available for trusted organizations.
If template sharing is later disabled for notebook, the remaining configuration settings are persisted and will apply if sharing is re-enabled.

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Configuration Questions

Templates can include configuration questions that customize the notebook when imported. This allows template users to tailor the notebook to their specific needs without editing cells manually.

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Question Types

  • Yes/No Questions: Toggle options that can show or hide specific cells based on the answer.
  • Freeform Questions: Text inputs that replace placeholders in cell content. You can use this to replace things such as secret names that are directly defined in cell content.

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Adding Questions

  1. In the Template settings, scroll to the Import Configurations section.
  2. Click Add Cell Filtering or Add String Replacement
  3. Update the Question Text. This is what the user will see when importing.
  4. Update the desired behavior of the configuration during import
    • For Cell Filtering, specify which cells to remove based on the answer.
    • For String Replacement, specify the placeholder text to replace in affected cells.
Template content is automatically updated if the source notebook is changed. This only impacts new notebooks that are created afterwards. Previously notebooks created from the updated templates are not impacted.

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Using Templates

  1. Navigate to Template Gallery in your workspace sidebar. (In the … action menu next to Create Notebook)
  2. Browse available templates from:
    • Workspace: Templates created in the current workspace.
    • Organization: Templates shared by others in your organization.
    • Public: Templates shared publicly by the community.
  3. Use the search bar and tag filters to find specific templates.
  4. Click on a template row to expand and see more details.

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Create a Notebook from a Template

  1. Find the template you want to use in the gallery.
  2. Click Create Notebook.
  3. Review the template details in the preview step.
  4. If the template has configuration questions, answer them in the questions step.
  5. In the finalize step:
    • Enter a name for your new notebook.
    • Optionally add a description.
    • Review your configuration choices.
  6. Click Create Notebook to create your new notebook.
When importing a template from outside your organization, you’ll see a warning to review the notebook contents carefully. SiftD does not guarantee the security or correctness of external templates.
If someone shares a template link with you, you can use it directly by clicking on it or from the template gallery:
  1. Navigate to Templates Gallery in your workspace.
  2. Click Use Sharing Link in the top right.
  3. Paste the template URL or share ID.
  4. The template details will load automatically if found.
  5. Click Continue to proceed with the import wizard.
Template Sharing URLs follow the format: 
https://spin.siftd.ai/~go/templates?import=abc123xyz...

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Template Best Practices

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For Template Creators

  • Use clear names and descriptions: Help users understand what your template does at a glance.
  • Add relevant tags: Make your template discoverable with appropriate tags.
  • Include proper configuration: Let users easily customize the template by responding to questions rather than editing cells after import.
  • Document connection requirements: Note which connections users need to configure.
  • Test before sharing: Run through the template import process yourself to verify it works as desired.

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For Template Users

  • Review external templates carefully: Always inspect notebooks created from public templates before running them.
  • Configure connections: Connections are never inherented from templates; you’ll need to select your own connections. After the import process, the notebook will open in edit mode with any cells that need connections highlighted in red.

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Visibility Settings

VisibilityWho Can UseListed in Public Gallery
Organization onlyOrganization membersNo
PublicEveryoneNo
Public GalleryEveryoneYes

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Workspace Settings

Workspace administrators can control template sharing behavior at the workspace level. These settings are found in the workspace settings page.

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Allow Public Template Sharing

When enabled (default), templates in this workspace can be shared publicly. When disabled:
  • Existing public templates from this workspace will no longer be accessible to users outside your organization
  • The public visibility option will still appear in template settings, but external users will receive an error when attempting to import
  • Organization-only templates are not affected
If you disable public template sharing after templates have already been shared, anyone who previously saved the link will no longer be able to import those templates.

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Allow Public Template Import

When enabled (default), users in this workspace can import templates from the public gallery and from public template links shared by other organizations. When disabled:
  • The public templates section will not appear in the template gallery
  • Users cannot import templates from external organizations, even with a direct link
  • Templates from within your own organization remain available

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Sharing Templates

To share a template with others:
  1. Open the notebook and go to Template Settings in the notebook actions (…) menu
  2. Ensure Share as Template is enabled.
  3. Copy the Share Link displayed in the template settings.
  4. Share the link with your intended audience.
Organization-only templates are only exposed to other members of your organizations. For public templates, anyone with the link can import it.
Public template sharing requires that both the template’s visibility is set to public and the workspace has public template sharing enabled. If either condition is not met, external users will not be able to access the template.