Duplicating a workflow is a quick way to reuse or adapt existing processes — whether you’re creating versions for different teams, saving a backup before making changes, or moving workflows between organizations.
Duplicating is useful when you want to:
Users: Only Admins or Builders with edit permission can duplicate workflows.
To duplicate a workflow in the same organization, first find your workflow in your Library.
Click on your workflow’s name, then click the three dots in the top right corner.
Once the drop-down menu is open, click Duplicate, as shown below.
When the duplicate menu opens, select a folder to copy your workflow into. As soon as you click on a folder, the workflow is copied to it.
If you don’t have a folder to copy it to, copy it to your library home screen.
Go ahead and change the name of your copied workflow and save the changes when you’re done.
Note: Duplicating a workflow copies only the workflow and its contents, not the automations. You need to re-create automations in the duplicate.
If you’re part of more than one organization, select the organization you’d like to copy the workflow to from the dropdown at the top of the duplicate menu.
After you’ve selected the organization, choose which folder to copy the workflow to, as shown below.
Note: To copy a workflow to another organization, you need to be a member of both organizations with the appropriate permissions — read access to the source workflow and write access to a folder in the destination organization. Automations are not included in the copy. You need to re-create them in the duplicate.
Learn more about Getting started with workflows and Creating and managing folders.
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