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Copy & Duplicate
Why Reinvent the Wheel? Once you've built an automation that works perfectly, you'll want to use it everywhere. Copy & Duplicate lets you take your best workflows and reuse them instantly.
The Problem This Solves
Before Copy & Duplicate:
- Rebuilding the same automation from scratch every time
- Trying to remember exactly how you set up that perfect workflow
- Inconsistent automations across different projects
- Hours wasted recreating what you already built
After Copy & Duplicate:
- One-click replication of successful automations
- Consistent workflows across your entire workspace
- Easy sharing with team members
- More time for creative work, less time on setup
How It Works (Super Simple)
Copy: Creates a duplicate you can modify without affecting the original
Duplicate: Makes an exact replica in the same or different workspace
Step-by-Step:
- Go to your Automations tab
- Find the workflow you want to reuse
- Click the ⋯ (three dots) menu
- Choose "Copy" or "Duplicate"
- Customize for your new project
- Done!
Real-World Use Cases
The "New Client Onboarding" Workflow
Sarah built the perfect client onboarding automation - welcome emails, project setup, team notifications. Now she copies it for every new client and just changes the details.
The "Social Media Campaign" Template
Marcus created an automation that schedules posts, tracks engagement, and sends reports. He duplicates it for each campaign and tweaks the content.
The "Invoice Reminder" System
Lisa's accounting automation sends payment reminders, updates spreadsheets, and notifies her team. She copied it for different client types with different payment terms.
Pro Tips for Power Users
🏷️ Name Your Automations Clearly: "Client Onboarding - Tech Startups" vs "Client Onboarding - Retail" makes copying easier
📝 Add Notes: Before copying, add notes about what to customize - future you will thank you
🔄 Version Control: Keep your "master" automation clean and copy it for experiments
👥 Team Templates: Create a shared workspace with your team's best automations for everyone to copy
What Gets Copied?
Everything Important:
- All automation steps and logic
- Trigger conditions
- Integration settings (you'll need to reconnect some services)
- Custom fields and data mappings
- Conditional logic and branching
What You'll Need to Update:
- Project-specific details (names, emails, etc.)
- Integration credentials (for security)
- Custom messages and content
- Team member assignments
Advanced Copying Strategies
The Template Library Approach
Create a "Templates" workspace where you store your best automations. Copy from there to live projects.
The Iteration Method
Copy your automation, make improvements, then replace the original if the new version is better.
The Multi-Workspace Strategy
Copy automations between different workspaces for different clients or departments.
Common Questions
Q: Can I copy automations between different Taskade accounts?
A: Not directly, but you can recreate them manually or export/import (coming soon).
Q: What happens if I copy an automation that uses integrations I don't have?
A: The automation will copy, but you'll need to set up those integrations or remove those steps.
Q: Can I bulk copy multiple automations at once?
A: Currently one at a time, but bulk operations are on the roadmap.
Getting Started
Your First Copy: Find an automation you've already built and copy it to a new project. Change one small thing and see how much time you save.
Build Your Library: Start collecting your best automations in one place so they're easy to find and copy later.
Related Wiki Pages: Workflows, AI Agents, Integration Setup