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How to edit, duplicate, or delete Workflows

Keep your automation organized by editing, duplicating, or deleting Workflows as your booking needs evolve. The three dots menu next to each Workflow gives you complete control over your automation settings, letting you make updates or create new versions whenever necessary.

Edit, duplicate, or delete a Workflow

Navigate to your Workflows page
Find the Workflow you want to manage and click the three dots menu beside it
Select from these available actions:

Edit - Modify your existing Workflow settings, then change status to "Published" to apply changes
Duplicate - Create an identical copy of your Workflow that you can customize independently
Delete - Permanently remove the Workflow by clicking "Delete" to confirm

Once you make changes to a Workflow, they'll take effect immediately for all future bookings. Your existing scheduled meetings won't be affected by any modifications you make.

When to Use Each Option

Editing works best when you need to adjust settings in your current Workflow, like changing notification timing or updating message templates.

Duplicate is perfect when you want to create similar Workflows for different Meeting Types or teams - you can copy your existing setup and then customize the details.

Deleting should be used when a Workflow is no longer needed and you want to clean up your automation list.

Note: If you don't see the menu, contact your admin to update your permissions or make changes to your Workflows.

Updated on: 29/09/2025

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