How to Duplicate and Share an Automation
How to Duplicate and Share an Automation
Title: Duplicating and Sharing Automations: A Step-by-Step Guide
Introduction: Automations play a crucial role in streamlining processes and saving time in any workspace. Duplicating and sharing these automations can further enhance collaboration and efficiency within teams. In this blog post, we will walk you through the necessary steps to duplicate and share an automation seamlessly.
Duplicate and Share Automation: To begin duplicating and sharing an automation, ensure you have at least two workspaces set up in your account. If you only have one workspace, consider creating an additional one to proceed with the process.
- Duplicate the Automation:
- Locate the automation you wish to duplicate within your workspace.
- Click on the duplicate icon, typically represented by two square icons overlapping.
- This action will create a copy of the automation, allowing you to make changes without affecting the original version.
- Move the Automation:
- After duplicating the automation, you have the flexibility to move it to any other workspace within your account.
- Select the option to move the automation and choose the destination workspace.
- This step enables you to share the duplicated automation with team members or transfer it for specific project requirements.
- Password Steps Consideration:
- If the duplicated automation contains password-protected steps, be mindful that these encrypted details will be cleared during the duplication process.
- Ensure to re-enter any necessary passwords or sensitive information to maintain the functionality of the automation.
Conclusion: Effectively duplicating and sharing automations can enhance the productivity and collaboration within your workspace. By following the simple steps outlined in this guide, you can easily replicate and distribute automations across different workspaces, amplifying the efficiency of your operations.
VIDEO TRANSCRIPT
Okay, so to duplicate and then share an automation, there's just a couple steps involved. Um, one, of course, it's expecting that you at least have two workspaces. There's no way that you'll be able to move it to another one if you only have that one workspace. So if you don't have a second workspace, this video probably doesn't apply to you.
Um, but you can create another workspace by clicking here. So, to duplicate and then move a automation, let's say that I want to move this scrape all in Quentra listings, I can click this duplicate icon right here, which is going to make a copy of that automation. Then from here, what I can do is, is I can move this automation to any other workspace to pass it off, hand it off, whatever I want to do there.
So now this has been moved here. We'll see scrape all in Quentra listings, and it has this copy tag. Now, one important thing that, uh, with your automation is if it has any password steps, then those steps are going to be automatically cleared if they were encrypted. So if you duplicate an automation with encrypted steps, make sure you reenter anything that was encrypted since those private details were removed during the duplication.