Clone Your TexAu Workflows

Cloning a TexAu workflow lets you reuse your existing workflow logic without rebuilding it from scratch. This is helpful when you want to test variations, adapt a workflow for a different audience, or hand off a copy to a teammate. This article explains how cloning works & how to make the most of it.

Why Clone a TexAu Workflow

Here are common reasons to clone a workflow:

Create a version for a different campaign or data source
Experiment with changes without affecting the original
Share a copy with a teammate who needs their version.
Clone a working workflow as a base template.

How to Clone a workflow

Open the Workflow

Go to your Data Store.
Select the workflow you want to clone.

go-to-data-store-and-select-the-workflow

Use the Clone Option

Click the three-dot menu (•••) on the right-hand side of each row.
Select “Clone” from the dropdown.
A new copy will be created and added to your list of workflows.

Rename the Copy

Open the cloned workflow.
Update the name to reflect its purpose (e.g., “LinkedIn Outreach – Q2 Version”).

Update Trigger or Action Steps (if needed)

Review and modify integrations or filters to fit your new use case.
Update any scheduling rules, delays, or custom inputs.

Things to Know

The clone includes all triggers, actions, filters, paths, notes, and settings.
It does not automatically copy over the run history or logs.
If the workflow relies on specific integrations, you may need to reauthenticate them for the new copy.

Best Practices

Use clear, descriptive names for clones to avoid confusion.
Use notes within the workflow to explain changes made to the copy.
Regularly clean up old or unused clones to keep your workspace organized.

Cloning workflow is a quick way to scale your automation efforts while keeping your original logic intact.

Need help? If you're facing issues or have questions while cloning a workflow, feel free to contact our support team for assistance.

SHARE THIS ARTICLE