What is Clone Workflow in TexAu?
The Clone Workflow feature in TexAu lets you duplicate an existing automation with all its workflow configuration, steps, and logic intact. It’s a quick way to experiment with new ideas, modify strategies, or scale your efforts without touching the original workflow.
It’s especially useful when you want to test changes or run similar workflows across different projects — saving time and keeping everything consistent. Just like duplicating a HubSpot Workflow or replicating a source record, cloning ensures that your data-rich records and automation logic remain accurate and intact across use cases.
Definition of Clone Workflow
Cloning a workflow means creating an exact replica of an existing automation. This includes all inputs, workflow configuration, and step-by-step logic. It’s a practical way to maintain structure while allowing room to iterate, optimize, or tailor workflows for specific use cases — without having to start from scratch. This is especially valuable for teams working on content during application development or collecting content feedback across campaigns.
Example
A marketing team might clone their LinkedIn outreach workflow to target a new audience segment. The original workflow stays untouched, while the cloned version can be customized to match the new campaign goals — ensuring a smooth transition with no risk of disrupting what already works.
Why is Cloning Workflows Important?
A well-managed cloning process ensures workflow scalability, faster automation setup, and reduced manual effort.
Saves Time on Automation Setup
Instead of building a workflow from scratch every time, cloning lets you copy an existing one in seconds. It’s a huge time-saver — especially when you’re setting up similar workflows that only need a few small tweaks. This is particularly helpful for recurring tasks, standard Deals, or campaigns triggered by a single event.
Enables Workflow Customization Without Affecting the Original
Cloning gives you the freedom to experiment without messing up the original. You can try new ideas, test changes, or adjust logic — all without disrupting what’s already working. When TexAu automatically clones the configuration, even association actions and data mappings carry over, so you’re starting with a complete template.
Optimizes Team Collaboration and Workflow Management
Team members can each clone a workflow and run their own version, without stepping on anyone’s toes. Plus, TexAu’s clean interface — including features like the dropdown carrot icon or dialog box prompts — makes it easy to find cloning options and manage multiple versions in the list of workflows.
Reduces Errors by Using a Proven Workflow Template
If you’ve already built and tested a workflow that works well, cloning it ensures you're using a reliable foundation. That means fewer setup mistakes, smoother execution, and more consistent results. You avoid accidentally repeating duplicate actions, and you benefit from a cleaner, more predictable automation setup.
Industry Relevance & Broader Impact
1. Marketing Teams Clone Workflows to Run A/B Tests
Marketing teams often clone workflows to try out different messages, test outreach timing, or target new audience segments — all without touching the original setup. It’s a smart way to run A/B tests while keeping everything consistent. With a structured approach, it’s easy to compare results and see what’s really working.
2. Businesses Clone Scraping Workflows for Different Data Sources
When companies need to pull data from different platforms — like LinkedIn, Twitter, or GitHub — they clone a proven scraping workflow and just tweak the parameters. It’s efficient, scalable, and avoids starting from scratch. This kind of flexibility is a great example of how automation and product thinking go hand in hand.
3. Agencies Duplicate Workflows for Client Projects
Agencies juggling multiple client accounts save a lot of time by cloning workflows. Instead of building new automations for each brand, they can copy a successful one and customize it as needed. It’s a great way to stay fast, organized, and efficient — especially when managing diverse campaigns across several clients.
How to Use Clone Workflow Effectively
Best Practices for Cloning Workflows
1. Rename Cloned Workflows for Easy Identification
Always give cloned workflows unique names to avoid confusion between the original and duplicate versions. Proper naming conventions help keep automations organized.
2. Adjust Inputs & Settings After Cloning
Once a workflow is cloned, review and modify the inputs, API keys, and parameters to fit the new task. Running a cloned workflow with outdated settings may cause execution errors.
3. Monitor Cloud Credit Usage When Cloning Multiple Workflows
Cloning increases the number of active workflows, which may lead to higher cloud credit consumption. Be mindful of execution time and optimize workflow settings accordingly.
4. Use Cloning for Workflow Testing & Scaling
If a workflow is successful, cloning it can help scale automation efforts quickly. Running multiple cloned workflows in parallel can improve efficiency and reach.
5. Regularly Review & Clean Up Cloned Workflows
Over time, unnecessary cloned workflows can clutter the workspace. Periodically review and delete outdated or unused clones to maintain a clean and efficient workspace.
Common Mistakes to Avoid
Forgetting to Update Settings After Cloning
It’s easy to forget, but running a cloned workflow without updating the inputs or settings can mess things up — like processing the same data twice or pulling the wrong results. Always take a minute to review and adjust everything before you hit run.
Cloning Too Many Workflows Without Organization
Cloning is great — until your workspace turns into a mess of similar-looking workflows. Without clear names or structure, it’s easy to lose track. Keep things labeled and organized so you’re not digging through chaos later.
Not Monitoring Cloud Credit Usage
Every cloned workflow uses cloud credits when it runs. If you’ve got several going at once, those credits can disappear faster than you think. Keep an eye on usage to avoid surprises and optimize where you can.
Cloning Instead of Optimizing Existing Workflows
Sometimes, it’s better to improve what you already have. Cloning over and over again without refining your workflows can lead to clutter and inefficiencies. Focus on optimizing where possible before you duplicate.
Related Terms
Workflow Execution
This is the process of running an automation from start to finish. When you clone a workflow, you’re creating a ready-to-run copy that lets you test or scale without changing the original version.
Cloud Credits
Every time a workflow runs, it uses cloud credits. If you’re cloning and running multiple workflows, those credits can add up fast — so it’s smart to keep an eye on usage and fine-tune how often they run.
Workflow Templates
These are ready-made automation setups you can use as a starting point. Cloning a template makes it easy to set up similar workflows for different tasks without building everything from scratch.
Automation Scaling
Scaling means running more workflows to do more, faster. Cloning helps you scale by keeping your process consistent while reaching more leads, handling more data, or automating across teams.
