Copy Actions to Other Workflows

This feature enables users to quickly copy workflow actions from one workflow to another, eliminating the need to rebuild similar steps repeatedly. By allowing single or multiple actions to be duplicated in seconds, it ensures consistency and reduces manual errors. Whether you’re managing a complex automation process or a simple notification setup, this capability saves valuable time and streamlines workflow creation across different projects in Mastermind.

Key Features and Benefits

• Cross-Workflow Copying – Easily copy actions between different workflows within the same account.
• Single or Multiple Actions – Choose to duplicate one action or an entire block of actions at once.
• Fast Pasting – Paste into another workflow in seconds, even when working in a different tab.
• Multiple Paste Capability – Copied actions remain available for 15 minutes, allowing pasting into multiple workflows without repeating the copy process.
• Error Reduction – Avoid mistakes that can happen when recreating steps manually.

How to Use

1. Open the workflow containing the actions you want to copy.
2. Click the three-dot menu on the desired action.
3. Select Copy Action for a single step, or Copy All Actions From Here for multiple steps.

4. Navigate to your target workflow (either in the same tab or a new one).

5. Click the Quick Paste button next to the “+” button to insert actions, or choose Paste Below from another action’s three-dot menu.

6. Review and validate the pasted actions before saving your workflow.

Pro Tips

• Organize Before Copying – Arrange actions in logical order before copying to make pasting smoother.
• Use the Clipboard Time Wisely – Since actions remain in the clipboard for 15 minutes, paste them into all necessary workflows within that time frame.
• Check Custom Values – Ensure any placeholders or custom values in the copied actions are relevant for the target workflow.
• Test After Pasting – Always run a quick test to confirm the actions function as intended in the new workflow.

FAQ

Q: How long do copied actions remain available for pasting?

They remain in the clipboard for 15 minutes.

Q: Can I copy actions from a published workflow?

Yes, actions can be copied from both draft and published workflows.

Q: Will my pasted actions include all settings and customizations?

Yes, all configurations within the action are preserved when copied.

Q: Can I edit pasted actions after inserting them into a workflow?

Absolutely. Once pasted, they can be modified just like any other workflow action.