Overview

You will learn how to duplicate an automation. Duplicating helps when you want to preserve an old automation while making changes, or when you want to reuse an automation setup as the starting point for a new automation.

Steps

Step 1: Duplicate the automation

• Go to Automation

• Click the three dots next to the automation.

• Click Duplicate Workflow.

  

Step 2: Edit and publish the duplicated automation

• Update the automation name if needed, then click Create.
• Edit the new automation as needed, then Save.
• Publish the automation before using it.

Frequently Asked Questions

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Automation questions

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Q: How do I duplicate an automation?

Q: Can I change the name of the duplicated automation?

Q: Do I need to publish the duplicated automation before using it?