Calabi Automate Templates

Professional+

Calabi Automate ships with a curated library of pre-built workflow templates that let you automate common data platform operations in minutes — without building from scratch. Templates cover pipeline alerting, report delivery, data quality notifications, and more.

What Are Templates?

A template is a fully wired workflow that you can import into your Calabi Automate workspace, review, fill in your credentials, and activate. Each template is parameterized so you can customize the targets, thresholds, schedules, and message text without touching the underlying logic.

Templates are version-controlled and updated with each Calabi platform release. When a new version of a template is available, you will see an upgrade prompt in the Templates library.

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Built-In Template Library

The following templates are available out of the box in every Professional and Enterprise Calabi deployment.

#	Template Name	Category	Trigger	Description
1	Pipeline Failure Alert — Slack	Alerting	Calabi Pipelines event	Posts a formatted Slack message to a chosen channel when any Calabi Pipelines DAG fails, including the DAG name, failed task, run ID, and log link.
2	Pipeline Failure Alert — Email	Alerting	Calabi Pipelines event	Sends an HTML email to a distribution list on pipeline failure. Includes run duration, error excerpt, and a direct link to the run logs.
3	Daily Summary Report Email	Reporting	Cron (daily 08:00)	Queries configured CalabiIQ dashboards, renders a PDF snapshot, and emails it to stakeholders every morning.
4	Weekly Executive Report	Reporting	Cron (Monday 07:00)	Aggregates KPIs from CalabiIQ, generates an Excel export, and delivers it to executive distribution lists via email.
5	Data Quality Alert — Row Count Anomaly	Data Quality	Calabi Catalogue test event	Fires when a Calabi Catalogue data quality test detects a row-count deviation above a configurable threshold. Sends Slack DM to asset owner.
6	Data Quality Alert — Freshness Breach	Data Quality	Calabi Catalogue test event	Notifies via Slack and email when a table has not been updated within its expected freshness window.
7	Data Quality Alert — Null Rate Spike	Data Quality	Calabi Catalogue test event	Alerts the data steward when the null rate in a monitored column exceeds the defined threshold.
8	CalabiIQ Dashboard Delivery — Slack	BI Delivery	Cron (configurable)	Captures a screenshot of a CalabiIQ dashboard and posts it directly to a Slack channel on a recurring schedule.
9	CalabiIQ Report Delivery — S3	BI Delivery	Cron (configurable)	Exports a CalabiIQ dashboard as PDF and uploads it to a designated S3 bucket, with optional SNS notification.
10	New Asset Registered — Notify Owner	Governance	Calabi Catalogue event	Sends a welcome notification to the assigned owner whenever a new data asset is registered in Calabi Catalogue.
11	Glossary Term Pending Approval	Governance	Calabi Catalogue event	Routes a Slack message to the designated glossary reviewer when a new term is submitted for approval.
12	ML Experiment Completed — Notify Team	ML Tracking	Calabi ML event	Posts experiment results (accuracy, F1, run duration) to Slack when a Calabi ML run finishes.
13	SLA Breach Warning	Alerting	Cron (every 15 min)	Checks pipeline run durations against configured SLA windows and fires a PagerDuty alert when breached.
14	Calabi Connect Sync Failed	Alerting	Calabi Connect event	Sends email + Slack when a Calabi Connect source sync job fails, including the connector name and error detail.
15	New User Onboarded — Welcome Email	Admin	Calabi admin event	Sends a branded welcome email with platform links when a new user account is created.

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Importing a Template

From the Templates Gallery

1. Open Calabi Automate from the left navigation bar.
2. Click Templates in the top menu.
3. Browse or search the gallery. Each card shows the trigger type, category, and a short description.
4. Click a template card to preview the full workflow diagram and required credentials.
5. Click Use This Template to open the import dialog.
6. Select the workspace to import into (if you manage multiple workspaces).
7. Click Import — the workflow opens in the canvas editor in inactive state.

From a JSON Export

You can share templates across Calabi deployments by exporting and importing JSON files.

Export:

1. Open the workflow you want to share.
2. Click the ••• menu in the top-right → Download.
3. Save the .json file.

Import:

1. In Calabi Automate, click + New Workflow.
2. Click Import from File and select the exported .json.
3. The workflow opens in the canvas editor ready for credential assignment.

{
  "name": "Pipeline Failure Alert — Slack",
  "nodes": [
    {
      "id": "trigger-1",
      "type": "calabi-nodes-base.webhook",
      "parameters": {
        "path": "pipeline-event",
        "httpMethod": "POST"
      }
    },
    {
      "id": "slack-1",
      "type": "calabi-nodes-base.slack",
      "parameters": {
        "channel": "={{ $json.channel }}",
        "text": "Pipeline *{{ $json.dag_id }}* failed at task `{{ $json.task_id }}`."
      }
    }
  ],
  "connections": {
    "trigger-1": { "main": [[ { "node": "slack-1" } ]] }
  }
}

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Customizing a Template

After importing, every template can be customized without losing its structure.

Changing the Schedule

1. Double-click the Schedule Trigger node.
2. Update the Cron Expression or use the visual picker.
3. Common schedules:

Description	Cron Expression
Every day at 8:00 AM UTC	0 8 * * *
Every Monday at 7:00 AM UTC	0 7 * * 1
Every 15 minutes	*/15 * * * *
First day of month at 6:00 AM	0 6 1 * *

Swapping Notification Targets

1. Double-click the Slack or Email node.
2. Select a saved credential or add a new one (see Managing Credentials).
3. Update the channel, recipient address, or distribution list as needed.

Adjusting Thresholds

Templates that include conditional logic (e.g., row count anomaly, SLA breach) expose their thresholds as workflow parameters accessible from the top-right Parameters panel without needing to edit individual nodes.

Parameter	Default	Description
row_count_threshold_pct	20	Percentage deviation before firing alert
freshness_hours	24	Max hours since last update before freshness alert
null_rate_threshold_pct	5	Null percentage above which alert fires
sla_minutes	60	Pipeline run duration SLA in minutes

Adding Extra Steps

You can insert additional nodes between any two existing nodes:

1. Hover over the connector line between two nodes.
2. Click the + button that appears.
3. Search for and select a new node type.
4. Configure the new node and reconnect as needed.

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Activating a Template Workflow

Once configured, activate the workflow to start processing:

1. Assign all required credentials (highlighted in orange if missing).
2. Click Save (Ctrl+S / Cmd+S).
3. Toggle the Active switch in the top-right corner to On.
4. The workflow begins listening for its trigger immediately.

Test Before Activating

Use the Test Workflow button to run the workflow with a sample payload before activating. This validates your credentials and logic without waiting for a real trigger event.

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Template Versioning and Updates

Calabi Automate tracks template versions independently from your customized copies. When Calabi ships an updated template:

• Your active, customized workflow is not automatically updated.
• A banner appears in the Templates gallery showing the new version's changelog.
• You can import the new version as a separate workflow, compare it with yours, and manually merge changes.

To see which template version a workflow was derived from, open Workflow Settings → About → Template Version.

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Creating Your Own Templates

Once you have built a workflow you want to reuse or share across your team:

1. Open the workflow.
2. Click ••• → Save as Template.
3. Give it a name, category, description, and tags.
4. Choose visibility: Private (only you), Team (workspace members), or Organization (all Calabi users in your tenant).
5. Click Publish Template — it appears in the Templates gallery under Custom.

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Related Pages

• Building Workflows — Create workflows from scratch
• Managing Credentials — Set up Slack, email, and API credentials
• Calabi Pipelines — Understand the pipelines that trigger alerts