docs

Sharing, Remixing & Templates

NickAI lets you share any workflow with a public link, remix shared workflows into your own account, and save workflows as templates — reusable blueprints you can keep private or publish to the community library.


Sharing a Workflow

1. Open the Share Dialog

In the workflow editor, click the Share button in the toolbar. This opens the share dialog.

Click Generate Share Link. NickAI creates a unique, cryptographically secure URL:

https://app.getnick.ai/workflow/share/aBcDeFgHiJkLmNoPqRsTuVwXyZ...

Copy the link and send it to anyone — no login required to view.

3. What Gets Shared

DataShared?
Workflow structure (nodes & edges)Yes
Node configuration (symbols, timeframes, prompts)Yes
Scheduling settingsYes
Conditional logic & thresholdsYes
API keys & credentialsNever
Exchange account detailsNever
Telegram chat IDsNever
Slack channel IDsNever

4. Revoke Access

Changed your mind? Open the share dialog and click Revoke Access. The link stops working immediately — anyone who visits it will see an error.


Remixing a Workflow

Remixing lets you clone someone else's shared workflow into your own account as a starting point.

Open the shared URL in your browser. You'll see a read-only preview of the workflow — its nodes, edges, and configuration — without needing to log in.

2. Click Remix

Click the Remix This button. If you're not signed in, you'll be prompted to log in first — the remix happens automatically after.

3. Make It Yours

The remixed workflow appears in your dashboard as "Original Name (Copy)". From here you can:

  • Add your credentials — connect your exchange keys, LLM API keys, and notification webhooks
  • Customize configuration — adjust symbols, thresholds, prompts, and logic to fit your strategy
  • Enable scheduling — remixed workflows start with scheduling disabled to prevent accidental runs

How Sanitization Works

When you share a workflow, NickAI runs a sanitization pass before storing the public version:

FieldAction
credentialIdRemoved from all nodes
Telegram chatIdRemoved (PII)
Slack channelRemoved (PII)
Node structure & configPreserved as-is

Nodes that had credentials are flagged internally so the remix UI can prompt you to add your own keys.


Templates

Templates are reusable workflow blueprints. Save a workflow as a template to reuse it yourself, or share it with the NickAI community.

Saving a Workflow as a Template

  1. Open a workflow and click the More menu (three dots) in the header
  2. Select Submit as Template
  3. Fill in the template details:
FieldDetails
VisibilityPrivate (only you) or Public (community, requires admin approval)
NameA clear name for the template (defaults to the workflow name)
DescriptionWhat the workflow does — you can write this manually or click AI Generate to auto-fill it
CategoryTrading, Research, Notifications, Data Analysis, or Portfolio

Private vs Public Templates

  • Private — Saved instantly. Only you can see and use it. Great for personal reuse.
  • Public — Submitted for admin review. If approved, it appears in the community template library for all users to discover and use.

Browsing & Using Templates

Visit the Templates page to browse available templates. You'll see two tabs:

  • My Templates — Templates you've created (private and public), along with their approval status
  • Community — All publicly approved templates from other users

Filter by category to find what you need, then click Use Template to clone it into your account as a new workflow.


Quick Reference

ActionWhoRequires Login
Generate share linkWorkflow ownerYes
View shared workflowAnyone with the linkNo
Remix into your accountAny NickAI userYes
Revoke share linkWorkflow ownerYes
Save as private templateWorkflow ownerYes
Submit as public templateWorkflow ownerYes
Browse community templatesAny NickAI userYes
Use a templateAny NickAI userYes
Manage custom nodesNode creatorYes