# Templates

> Install a ready-made dashboard or workflow from the template gallery, see what each template creates and schedules, and change or update it after install.

Source: https://orbitalaip.com/docs/dashboards/templates

## What a template installs

A dashboard template creates a dashboard with its widgets, and usually the workflows, agents and schedules that feed it. A workflow template creates a workflow and its schedule, plus any agents it uses. Everything lands in your current [project](https://orbitalaip.com/docs/glossary#project) as ordinary records you can rename, edit or delete.

Installing never starts a run. Widgets that stream market data fill at once, or as soon as you pick a symbol on a per-symbol board such as Stock Details. Widgets fed by a workflow stay empty until it runs.

## Dashboard templates

Each creates one dashboard.

| Template | What it creates | Schedule it adds |
| --- | --- | --- |
| Market Regime | 11 widgets, the Market Regime workflow and the Regime Summarizer agent | Weekdays at 12:00 UTC |
| Options Flow | 15 widgets | None |
| Watchlist Overview | 14 widgets, the Daily Pulse workflow and the Briefing Writer agent, plus Committee Analysis if the project lacks it | Daily Pulse weekdays at 12:30 UTC, and Committee Analysis at 12:00 UTC if it installs it |
| Stock Details | 27 widgets, plus Committee Analysis if the project lacks it | None. A Committee Analysis it installs starts paused. |
| Earnings Analysis | 24 widgets and the Earnings Analysis workflow | None |

**Market Regime** reads whether the market is risk-on or risk-off, with two years of history.

**Options Flow** streams the options tape and costs no credits. Its description says it requires an Unusual Whales API key, but that key is Orbital's, and there is nowhere to add your own.

**Watchlist Overview** needs the Watchlists app on in the project and pairs the market with your default watchlist: the committee's ranking, a morning briefing, news and large options prints. Set a default list first with the star (**Set as default**) on the [Watchlists](https://orbitalaip.com/docs/watchlists/overview) page. Without one, its workflows use twelve large US stocks.

**Stock Details** follows the dashboard's active symbol. Its committee widgets fill once you run the committee for that symbol from **Run**.

**Earnings Analysis** is a pre-earnings workspace for one symbol. Its option **Lookback quarters** takes 1 to 12 past quarters, default 12. Its AI analysis fills, and spends credits, only when you run the workflow.

## Workflow templates

**Committee Analysis** creates a workflow, five specialist agents and a **Committee Chair**. The specialists analyze each symbol on your default watchlist, and the Chair writes one verdict per symbol, so the cost grows with the length of the list. The six also sit in an **Investment Committee** channel on the Agents page, where you can question them. See [Channels and teams](https://orbitalaip.com/docs/agents/teams).

Its one option, **Weekday auto-run schedule**, is ticked (**Enabled**) by default and runs the workflow on weekdays at 12:00 UTC. Untick it to install the schedule paused. From the second run on, a verdict that flips or whose conviction shifts sharply raises an alert in [Notifications](https://orbitalaip.com/docs/alerts-and-notifications/notifications).

**Sector Percentile Cache** has no dashboard and costs no credits. On weekdays at 10:00 UTC it writes per-sector statistics for 110 large-cap stocks to memory, which a workflow you build can read with a **Memory Recent** node.

> [!NOTE] Template schedules run on UTC
> 12:00 UTC is 8:00 in New York during daylight saving time and 7:00 otherwise. Setting the schedule's **Time zone** to **Eastern Time (New York)** under **Edit** does not convert the time, so change **Run times** too.

## Install a template

1. **Open the gallery**
   
   On the [Dashboards page](https://app.orbitalaip.com/dashboards), click **Create Dashboard** for the dashboard templates. **Create workflow** on the Workflows page opens the workflow templates.

2. **Pick a card**
   
   Its badge gives the cost in [credits](https://orbitalaip.com/docs/glossary#credits): **0 cr**, a monthly estimate such as **~70 cr/mo**, or a per-run one such as **~300 cr/run**.

3. **Check for a blocker**
   
   A line starting **Cannot install:** names anything missing, and **Install template** stays disabled. If it reads **The Watchlists app is turned off in this project**, switch Watchlists on for this project in [Apps](https://orbitalaip.com/docs/workspace-and-account/apps#switch-an-app-on-or-off-in-a-project).

4. **Set the options**
   
   Fill any field under **Configure**. **Dashboard name** or **Workflow name** is optional; blank keeps the template's name.

5. **Click Install template**
   
   

You land on the new dashboard, or on the workflow when the template needs a first **Run** or has no dashboard. An install is refused, and nothing is created, when the totals in **Counts toward plan resources**, beneath the button, would pass a plan limit. For Watchlist Overview and Stock Details, those totals include Committee Analysis even when the install would reuse yours. Installing a template again creates a second copy.

> [!TIP] Fill Watchlist Overview on day one
> Run Committee Analysis first, then Daily Pulse. The morning briefing reads the committee's latest verdicts.

## Change things after install

To change or pause a template's schedule, open its workflow and click **Automations** (the lightning button), where the schedule is listed by name, such as **Market Regime schedule**. See [Where schedules live](https://orbitalaip.com/docs/workflows/schedules#where-schedules-live).

Committee Analysis and Daily Pulse keep the watchlist that was your default at install. To use another list, pick it under **Saved watchlist** in each workflow's **Input** node. In Committee Analysis, leave the second **Input** node alone: it lists SPY and the sector ETFs as benchmarks. The **Whale prints on your names** widget keeps the symbols the list held at install, so names you add later are left out.

Deleting a template dashboard moves it to **Trash** for 30 days. Its workflows and agents stay, and their schedules keep running. Pause or delete them separately, once no other board uses them.

## Update a template

When a template gains new content, its card shows a chip such as **Update v1.1.2 → v1.2.3**.

1. **Open the card and click Review update**
   
   

2. **Choose how to update**
   
   **Update in place**, marked **Recommended**, keeps your layout and your changes. **Fresh reinstall** installs the latest version as new and switches your current copy off, renaming the old dashboard with the date, such as **Market Regime (archived 2026-11-02)**. Your changes do not carry over, and nothing is deleted.

3. **Confirm**
   
   Click **Update to** or **Reinstall at**, followed by the new version.

Some updates cannot be applied in place, such as one that adds a workflow or changes something you changed. The panel then reads **This one can't be updated in place** and offers only **Fresh reinstall**.

An in-place update rewrites the canvas of each workflow it changes. If you saved a [version](https://orbitalaip.com/docs/glossary#version) of a workflow, its schedule keeps running [main](https://orbitalaip.com/docs/workflows/runs-and-versions#main) until you save the update as a version and make it main.