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Duplicate, copy, or delete an automation
Duplicate, copy, or delete an automation

Learn how to manage automations

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 2 months ago

A Sheetgo workflow is made of at least one automation that transfers data from a data source to a destination. You can easily duplicate a single automation, move to a different workflow, or delete it.

Duplicate an automation

To duplicate automations just follow the steps below.

  • Go to the Workflow that holds the automation, and then head over to the Automations menu on the sidebar.

  • Open the desired automation's menu (⋮) and select Duplicate.

  • Edit the automation if necessary.

  • Click Finish and save.

You can move your newly created automation to another workflow. Learn how to do this in the next steps.

Move an automation to another workflow

To move an automation to a new or existing workflow simply follow the steps below.

  • Go to the Workflow that holds the automation, and then head over to the Automations menu on the sidebar.

  • Open the connection menu (⋮) and select Move.

  • Select the destination workflow from the dropdown menu.

  • Click Done to finish the process.

Delete an automation

To delete an automation from a workflow simply follow the steps below.

  • Go to the Workflow that holds the automation, and then head over to the Automations menu on the sidebar.

  • Open the automation menu (⋮) and select Delete.

  • Confirm you want to delete the automation.

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