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Duplicate a workflow

Learn how to duplicate a workflow, along with its automations and connected files

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated this week

A workflow is a set of automations that work together to carry out a specific process. You can duplicate an entire workflow to reuse it in a different department or with a different client.

It can also be useful to duplicate a workflow if you want to experiment with or test out some system changes. Duplicating the workflow saves you time, as you don't need to create all the connections from scratch.

This process duplicates:

1. The workflow inside Sheetgo.

2. All the automations in the workflow.

3. All the spreadsheets of the workflow. The copied spreadsheets will appear in a new folder on your cloud storage, ready to edit or share.

Duplicate a workflow

Open Sheetgo and find the workflow you want to duplicate. If you have many workflows you can use the search bar at the top of the screen to easily find the workflow you need.

Hover over the workflow box, and click the menu (⋮).

On the menu that appears select Duplicate workflow.

By default, the duplicated workflow and spreadsheets are named "Copy of (original name)". On the Duplicate workflow menu, you can change the prefix for copies of the workflow and files .

Once you're done click Continue. A message will confirm that the workflow is being duplicated ("Your workflow is being duplicated, you can keep using Sheetgo in the meantime"). This process can take a couple of minutes depending on the size of the workflow.

When it's finished, a confirmation message will appear ("Your workflow has been duplicated").

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