How to Create and Manage Scenario Templates in Make.com

This guide explains how to create, share, and manage scenario templates in make.com so you can reuse successful automations and publish them for other users.

What are scenario templates in Make.com?

Scenario templates in make.com are preconfigured automation blueprints that capture modules, connections, filters, and settings from an existing scenario. Templates help you:

Quickly reuse your best workflows without rebuilding them.
Share setups with teammates or clients.
Publish public templates for the wider community.

When a user installs a template, a new scenario is created in their account, based on the original structure.

How Make.com templates work

A scenario template contains:

The scenario structure (modules, connections, filters, routes).
Module settings and configuration options.
Basic scheduling information if enabled.

Sensitive data such as connection authorizations and real records are not shared. Each user installing the template must connect their own apps and data sources.

Preparing a scenario for a Make.com template

Before creating a template in make.com, prepare the scenario you want to turn into a reusable model.

Step 1: Build and test your scenario

Open your scenario editor.
Add modules, routes, and filters until the workflow matches your intended automation.
Run test executions to verify that the result is correct and the scenario is stable.

Use clear naming and comments in your modules so template users can understand the logic quickly.

Step 2: Clean up data and settings

Before saving the template:

Remove any temporary modules you used only for debugging.
Clear unnecessary mapping fields that contain test values.
Disable any schedules that should not run automatically for new users, if applicable.

This preparation reduces confusion and makes the final make.com template easier to use and adapt.

How to create a scenario template in Make.com

Once your scenario is ready, you can convert it into a reusable template in a few clicks.

Create a Make.com template from the scenario editor

Open the scenario you want to reuse.
Click the three-dot menu (more options) in the scenario header.
Select the option to create a template from the current scenario.
Provide a template name that clearly describes its purpose.
Add a short description so users understand what the template does and what apps it uses.
Choose the sharing settings, such as private, team only, or public, depending on availability in your account.
Save the template.

After saving, the template will appear in your list of available templates in make.com.

Configure template details

While creating or editing the template, pay attention to these details:

Title: Use a descriptive name, including the main apps or use case.
Description: Explain the objective, such as “Sync new CRM contacts to email marketing”.
Prerequisites: Mention required accounts, API keys, or special configuration steps in the description.

Clear information helps other users implement your make.com template correctly.

Managing scenario templates in Make.com

After templates are created, you can manage and maintain them as your workflows evolve.

Locate your Make.com scenario templates

To find templates you created or can access, go to the templates section of your account. There you can:

Browse templates by owner or category.
Filter for private, shared, or public templates.
Open template detail pages for more information.

Each template shows its name, description, and the scenario it is based on.

Edit an existing Make.com template

If you want to update the logic behind a template, follow these general steps:

Open the underlying scenario that the template uses.
Modify modules, filters, or mappings as needed.
Test the scenario to ensure everything works correctly.
Update the template to reflect those changes if your plan or environment requires manual updates.

You can also revise the template title, description, or sharing settings from the template management area in make.com.

Delete a scenario template

When a template is obsolete, you can remove it:

Open the template management area.
Select the specific template you want to delete.
Confirm deletion when prompted.

Deleting a template does not remove scenarios that users already created from it. Those scenarios continue to run independently.

Sharing and publishing Make.com templates

Sharing options for scenario templates in make.com depend on your account and workspace configuration.

Private templates

Private templates are visible only to you. Use them when you want personal reuse of automations without exposing logic to others.

Team or organization templates

Templates can often be shared with teammates or collaborators within the same organization. This allows:

Standardized workflows across departments.
Faster onboarding of new team members.
Reduced configuration errors.

Team members can install the shared template and then connect their own apps.

Public Make.com templates

Depending on your access, you may be able to publish templates publicly for all platform users. When you do this:

The template is listed in the public template gallery.
Other users can preview the description and apps used.
Anyone can install the template into their own account.

Follow the platform guidelines for naming, clarity, and content when publishing public templates in make.com.

Installing a scenario template in Make.com

Users can install templates to create new scenarios without manual configuration.

Open the template gallery or template list.
Select a template that matches your use case.
Review the description to understand what it will do.
Click to create a scenario from the template.
Connect the required apps and authorize access.
Adjust mappings or filters if needed, then save.
Enable scheduling if you want the scenario to run automatically.

The new scenario is independent of the original template, so you can customize it freely in make.com.

Best practices for Make.com scenario templates

Use clear names: Both scenario and template names should describe the process and involved apps.
Document prerequisites: Note any required fields, accounts, or configuration steps in the description.
Minimize hard-coded values: Use variables or mapped fields instead of fixed test data.
Test thoroughly: Ensure that the scenario works with realistic sample data before creating the template.
Update over time: Revisit templates when app APIs or business processes change.

Additional resources

To see the original reference about creating and managing scenario templates, visit the official documentation at this Make help page.

If you need expert automation help or consulting around scenario design, you can also visit Consultevo for professional services.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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