Copying Automations

When would you copy an automation vs. edit an automation?

Automation copies are useful if you want to reuse an existing automation and modify part of the automation's actions. Remember, editing an automation applies the changes to every bot using that automation. Copying the automation preserves the original version and allows you to modify the strategy.

Can I copy a shared automation and use it inside my bots?

Yes. You can clone a shared bot template and save any of its automations to your library.

If I copy an automation is it automatically saved in "My Automations?”

No, you must save it to your automations library in the top right corner of the automation editor after making the copy.

Can I edit part of an automation without having to re-create the automation over again?

Yes, you can always edit and modify any part of an automation. However, editing an automation applies the changes to every bot using that automation. Copying the automation creates a new automation and preserves the original version, allowing you to modify only the new strategy.