Managing your business processes can be time-consuming, especially when you need to recreate similar steps repeatedly. Now, you can copy entire workflow steps and paste them anywhere within your projects to save you hours of manual work.
đź“Ś Why This Matters
Rebuilding workflow steps over and over slows you down and makes managing your processes more complicated. Being able to copy and paste actions across different workflows means you can stay consistent, avoid errors, and focus on running your business instead of reinventing the wheel.
✨ What’s New
- Copy Actions Across Workflows: Select a single step or an entire block of actions and copy them to another workflow quickly.
- Paste Anywhere: Paste copied actions directly into any workflow within the same account—even if it’s open in a different tab.
- Clipboard Storage: Copied actions stay saved for 15 minutes, allowing you to paste them into multiple workflows without having to copy again.
🛠️ How to Use It
- Step 1: Open the workflow containing the steps you want to copy, then click the three-dot menu on the desired action.
- Step 2: Choose “Copy Action” to copy a single step, or “Copy All Actions From Here” to copy a block of steps.
- Step 3: Navigate to the workflow where you want to paste the copied steps. This can be in the same tab or a different one.
- Step 4: Click the Quick Paste button next to the “+” icon to insert the copied steps, or use “Paste Below” by clicking the three-dot menu on an existing action.
- Step 5: Review the pasted steps to make sure everything looks right, then save your workflow.
đź’ˇ Pro Tip
Copying workflow steps to avoid rebuilding saves you time that can be better spent on serving customers and growing your business.
