Who This Is For / When to Use
This feature is for users building or maintaining multiple workflows who want to reuse existing actions instead of recreating steps manually.
Use it when workflows share similar logic, notifications, delays, or task sequences.
What Copy Actions Does
Copy Actions lets users copy a single action or a sequence of actions from one workflow and paste them into another workflow within the same account.
Copied actions remain available for reuse for a short time, allowing the same steps to be pasted into multiple workflows without repeating the copy process.
What Can Be Copied
The feature supports copying:
A single action
A group of actions
An entire action sequence starting from a selected step
Triggers are not copied—only workflow actions.
How to Copy Actions From a Workflow
Actions are copied directly from the workflow canvas using the action menu.
Steps:
Open the workflow that contains the actions
Click the three-dot menu on an action
Select Copy Action to copy one step
or Copy All Actions From Here to copy multiple steps
The copied actions are stored temporarily and can be pasted into other workflows.
How to Paste Actions Into Another Workflow
Copied actions can be pasted into any other workflow during the active clipboard window.
Steps:
Open the target workflow
Choose where the actions should be added
Use one of the following options:
Click the Quick Paste button near the “+” connector
Open another action’s menu and select Paste Below
Review the pasted actions before saving
Clipboard Time Limit and Reuse
Copied actions remain available for 15 minutes after copying.
During this time, the same actions can be pasted into multiple workflows without copying again. Once the time expires, actions must be copied again.
What to Check After Pasting Actions
After pasting actions into a new workflow, always verify the configuration.
Check for:
Missing or invalid custom fields
References to workflow-specific values
Integration settings that may differ between workflows
Testing the workflow after pasting is recommended.
Common Issues and Fixes
Actions Don’t Appear When Pasting
This usually means the clipboard window has expired.
Fix:
Copy the actions again from the original workflow and paste them within 15 minutes.
Pasted Actions Contain Errors
Errors may occur if the target workflow is missing required fields or integrations.
Fix:
Open the action settings and update any missing values or connections.
Why This Feature Matters
Copying actions reduces manual work, improves consistency across workflows, and minimizes configuration errors caused by rebuilding steps from scratch.
It is especially useful for teams managing similar automations at scale.



