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Template Gallery

The Template Gallery provides pre-built workflows that you can use as starting points. Instead of building from scratch, select a template that matches your use case and customize it to your needs.

Click Templates in the left sidebar to open the Template Gallery.

Understanding Templates​

What is a Template?​

A template is a pre-configured workflow that demonstrates common data integration patterns. When you use a template, FactoryThread creates a copy that you can modify freely. The original template remains unchanged.

Template Categories​

Templates are organized by their primary purpose:

CategoryDescriptionExample Use Cases
ExportMove data from databases to filesSQL to Excel reports, daily data dumps
Data SyncKeep data synchronized between systemsAPI to database sync, bidirectional updates
TransformClean, reshape, and combine dataData normalization, field mapping
AutomationScheduled or triggered workflowsDaily reports, event-driven processing
APIExpose data as REST endpointsCustom APIs, data services

Difficulty Levels​

Each template indicates the skill level required:

  • Beginner - Simple workflows with minimal configuration. Good for learning the basics.
  • Intermediate - Multi-step workflows that may require some customization.
  • Advanced - Complex patterns with multiple data sources or conditional logic.

Required Connections​

Some templates need specific connection types to function. The template card shows which connections are required:

  • Database - SQL Server, PostgreSQL, or other database connections
  • API - REST API or webhook connections
  • File - Excel, CSV, or file storage connections
  • AI - OpenAI, Anthropic, or other AI provider connections

You can still use a template without the required connections, but you'll need to configure alternative data sources or remove those nodes.

Using a Template​

Step 1: Browse and Select​

  1. Browse templates by category using the filter buttons
  2. Use the search bar to find templates by name or keyword
  3. Review the template description and requirements

Step 2: Create from Template​

  1. Click Use Template on the template card
  2. Enter a name for your new workflow
  3. Click Create to generate your workflow

Step 3: Customize​

After creation, you're taken to the Designer where you can:

  1. Configure data sources - Connect your actual databases, APIs, or files
  2. Modify transformations - Adjust filters, mappings, and calculations
  3. Update triggers - Change the schedule or trigger type
  4. Add or remove nodes - Extend the workflow to match your needs

Available Templates​

SQL to Excel Export​

Category: Export | Difficulty: Beginner

Query a database table and export the results to an Excel file. Perfect for creating scheduled reports.

What you'll learn:

  • Connecting to a database entity
  • Using the Map transform to select fields
  • Configuring file output

REST API Data Sync​

Category: Data Sync | Difficulty: Intermediate

Fetch data from a REST API and store it in a database table. Useful for integrating external services.

What you'll learn:

  • Setting up API connections
  • Mapping API responses to database fields
  • Handling pagination and errors

Data Transformation Pipeline​

Category: Transform | Difficulty: Beginner

Filter, transform, and map data between formats. A foundational template for data cleaning.

What you'll learn:

  • Chaining multiple transform nodes
  • Using Filter to select rows
  • Using Map to reshape data

Scheduled Database Export​

Category: Automation | Difficulty: Intermediate

Automatically export database tables on a schedule. Great for daily/weekly reporting.

What you'll learn:

  • Configuring Schedule triggers
  • Setting cron expressions
  • Automating workflows

Tips for Success​

Start Simple​

Choose a template close to your use case, even if it's not exact. It's easier to modify an existing workflow than to build from scratch.

Check Connections First​

Before using a template, ensure you have the required connection types configured. This saves time during customization.

Explore the Nodes​

After creating from a template, click on each node to understand its configuration. This helps you learn how the workflow functions.

Save Often​

Make incremental changes and save frequently. This makes it easier to identify issues and roll back if needed.

Next Steps​