How-To: Create a Shareable Workflow Link

Overview

Workflows can be shared with teammates using a shareable URL. This makes it easy to pass workflows between colleagues, link them in documentation, or drop them into Slack. When shared, the recipient creates a new copy of the workflow in their account. You can also “share” workflow links with yourself immediately, by opening up a new tab and navigating the the copied shared URL.

Steps

1. Go to the My Workflows tab (or All Workflows tab).

2. Find the Workflow you want to share.

3. Click the three-dot menu next to the Workflow.

4. Select Share.

5. A shareable URL will automatically be copied to your clipboard.

   • You can paste this link into Slack, email, or documentation.

If you want to “share” your workflow with yourself on a different client, open up a new tab and copy/paste your shareable URL. You’ll be directed to the next step, ie choosing a client to share your workflow with

You can also Share from the Workflow Visual Editor (the Workflow building screen) for any saved workflow.

What Happens When Someone Opens the Link

• The recipient is prompted to select a client from a dropdown.

  • The dropdown only shows clients they already have access to.

• After selecting a client and clicking Okay, a new copy of the Workflow is created in their account.

Important Notes

• Credentials and environment variables are not copied over for security reasons.

• Inputs do not carry over. The recipient gets the structure/outline of the workflow and must customize it for their client.

• Custom code (Python, Bash, Node, etc.) does copy over.

  • It’s critical that no sensitive information (tokens, client data, usernames, passwords) is hardcoded in the code.

  • Always use credentials and environment variables instead of hardcoding.

• The recipient must:

  • Add all required inputs

  • Rename the workflow

  • Save it before use