Tutorials

Tutorial: Customize a Starter Workflow in PromptPlan

Install starter workflows, duplicate or fork them, then adapt prompts, inputs, and model choices for your own process.

Updated 2026-03-16

#tutorial#starter workflows#customization

Goal

Start from a built-in workflow instead of building from scratch.

This tutorial uses the Article Repurposer starter workflow, but the same process works for the other starters too.

Step 1: Install the starter workflows

Open /workflows and click Install starter workflows.

This creates starter workflow copies in your own workspace.

Step 2: Open a starter workflow

Open Article Repurposer and review:

  • the workflow inputs
  • the ordered steps
  • the run history area

Look for the overall pattern:

  1. summarize
  2. extract
  3. generate
  4. export

Step 3: Decide whether to edit, duplicate, or fork

Use:

  • Edit if this is already your workspace copy and you want to evolve it directly
  • Duplicate if you want a variation without touching the original
  • Fork when you are adapting a workflow that came from another accessible source

Step 4: Make the workflow more specific

Change one thing in each category:

  • add or tighten an input
  • rewrite one prompt template
  • pin one model only if a specific step needs it

Examples:

  • change audience to match your real target reader
  • add stricter formatting instructions to the export step
  • make the LinkedIn step less generic and more opinionated

Step 5: Run and inspect

Run the workflow with a real source article.

Then inspect:

  • whether the key points are too broad
  • whether the social ideas feel repetitive
  • whether the export step is packaging the outputs cleanly

Step 6: Rerun only the weak step

If one step is weak:

  1. open that step
  2. adjust the prompt template
  3. click Rerun step

This is the fastest path to improvement because earlier good steps stay intact.

Step 7: Save your own versioning pattern

A practical naming pattern is:

  • Article Repurposer
  • Article Repurposer (Copy)
  • Article Repurposer - B2B
  • Article Repurposer - Founder voice

This makes it obvious which version serves which use case.

What good customization looks like

A good customized starter workflow is:

  • more specific than the original
  • still easy to inspect
  • still linear
  • tuned for one repeatable job

If the workflow becomes too general again, split the use cases into separate workflow copies.

Related reading

PreviousTutorial: Build a Feature Brief to Engineering Plan Workflow in PromptPlan
NextTutorial: Set Up AI Settings and Personal API Connections in PromptPlan