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Copy Actions to a Different Workflow
August 14, 2025
We just rolled out an awesome update for the Workflow Builder.
Now, in addition to being able to Copy/Paste within the same workflow, you have the option to Copy/Paste into a completely different workflow!
For those of you who spend a lot of time building out automations, this small change could save HOURS of time because you no longer have to start scratch to add actions into a workflow that already exists.
Simply copy like you normally would and note that you can now navigate to any other workflow and paste.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
