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Templates capture a working pipeline graph—nodes, edges, and parameterized settings—so you and your organization can start new pipelines from a reviewed baseline instead of an empty canvas.

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Create a template

1

Build and validate a reference pipeline

Complete a pipeline that represents the pattern you want to reuse: sources, key transforms, destinations, variables, and documentation in the description field.
2

Run and preview critical paths

Execute in a non-production environment and preview at sensitive nodes (joins, aggregations, writes) so the template ships with realistic defaults.
3

Publish as template

Use Save as template (or your workspace equivalent) from the pipeline menu. Provide a clear name, summary, and tags so others can discover it in the gallery.
4

Set variables and guardrails

Expose only the parameters consumers should change. Use defaults that are safe in dev, and document required overrides for production.
Templates typically store graph structure and non-secret configuration. Confirm whether your organization strips environment-specific overrides when publishing, so you do not accidentally bake production resource names into a public template.

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Share templates

Sharing options depend on your tenant configuration:
  • Project-scoped templates are visible to members of the project—good for squad-owned patterns.
  • Organization templates propagate standards across business units (for example, a canonical “CDC to curated layer” skeleton).
Owners can update templates; consumers receive a new pipeline instance from the template, so existing jobs are not rewritten automatically when the template changes.

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Rate and review templates

The template gallery often supports star ratings, thumbs feedback, or short reviews. When you use a template:
  • Rate it after your first successful run so quality rises to the top of search results.
  • Leave concrete notes when the product supports comments (for example, “works for Postgres 14, breaks on 12 without changing cast node”).
Maintainers should read feedback when iterating templates and bump version notes in the description when behavior changes.

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Use a template in a new pipeline

1

Open the template gallery

From the pipeline list, choose Create from template and filter by tag, owner, or rating.
2

Instantiate

Pick a template and name the new pipeline. Planasonix copies the graph into your chosen project or folder.
3

Wire credentials

Map connections to the template’s source and destination nodes. Replace placeholder variables with project-appropriate values.
4

Validate in a lower environment

Run once with preview and small limits, then promote using your normal environment or release process.

Variables

Make templates reusable across tenants and environments.

Import and convert

Turn external assets into Planasonix graphs you can later save as templates.