After you set up a Sheetgo workflow, you might need to change your automations existing structure. The source file might change, you might need to change the destination, or even add a new data processor in the middle. You can easily edit any of your automations, so you won't have to start a new one from scratch every time there's a change to the files or the specific needs of that automation.

To start editing your automations open the desired workflow and open the Automation menu on the sidebar.

Find which automation you need to edit and click on the three dots (⋮) next to it.

On the new dropdown menu select the option Edit.

This will open the setup page of the automation you choose. From here you can edit the Source, Data processor, or Destination of the automation.

To edit your source file, hoover open the Source box and click Edit at the right.

Now you can opt to:

If your automation doesn't have a data processor you can add a new one by clicking on the + Add data processor icon.

If your automation already has a data processor hover over its box and click on Edit.

You can either change the specification of the selected data processor or click on the Change step to redo and select a new data processor entirely.

To edit your destination file, hover open the destination box and click on Edit on the right side.

Now you have the option of:

At the Destination step, you can also opt to Add a new step to generate a PDF or send the destination file via email.

When you have completed the changes you need to make click on Save Changes.

This will open a new dialog box asking if you want to run to workflow now or later to update the information in your spreadsheet. We recommend running the workflow now to check if the new automation is working as you wanted.