Every workflow you build is a template for the next one. Cloning takes a working automation and adapts it for a new product, campaign, or audience without rebuilding. Seconds to clone. Minutes to adapt.
Steps
1
Go to Automation → Workflows
Find the workflow to clone.
2
Click the three-dot menu and select Duplicate or Clone
3
Rename the clone immediately
Something specific that distinguishes it from the original.
4
Update the trigger
Confirm it matches the new use case.
5
Review and update every action
Email copy, SMS text, tags, delays, and conditional branches.
6
Test before activating
7
Toggle to Active
When Cloning Makes Sense
- Same structure, new product: clone welcome sequence, swap product content
- Seasonal campaigns: clone last launch sequence, update dates and copy
- A/B testing: clone a workflow, change one variable, compare performance
Common Mistakes
- Not renaming the clone immediately — two workflows with the same name is permanent confusion.
- Activating the clone without reviewing the trigger — both workflows will fire.
- Not reviewing the tags the clone applies.
- Never using cloning at all — rebuilding the same structure from scratch is a significant time cost.
Next Steps
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