Reuse Steps by Copying Actions Between Workflows

Instead of rebuilding the same follow-up sequence again and again, copy it from one workflow and paste it into another.

Copy and paste options

Open the three-dot menu on any action to find:

• Copy Action copies just that step.
• Copy All Actions From Here copies that step and everything after it in the branch.
• Paste Below inserts the copied steps under the action you opened.
• Quick Paste, shown next to the + button, drops them in at that spot.

Step by step

1. Go to Automation > Workflows and open the workflow that has the steps you want.
2. Open the three-dot menu on the first step and choose Copy Action or Copy All Actions From Here.
3. Open the destination workflow, in the same tab or another one.
4. Click Quick Paste or choose Paste Below from an action's menu.
5. Review the pasted steps, adjust anything specific, and click Save.

What to know about the clipboard

• Copied actions stay available for 15 minutes, and you can paste them several times, even into different workflows.
• After that window, copy again.
• Triggers are not included. Only actions are copied.
• Templates, forms, calendars and similar items keep their references as long as they exist in your account. Check each step after pasting.
• Pasting only works inside the same Vendi Today account.

Good to know: Pasted steps are not saved until you click Save, so you can delete or move them first if the placement is off.