Cassidy allows you to transfer Workflows between organizations or create backups by exporting and importing Workflow files as JSON format. This feature is useful for sharing automations with team members, moving Workflows to different organizations, or maintaining backup copies of your work.
Export a Workflow
Transfer your Workflow to another organization or create a backup copy.
Navigate to the Workflow: Locate the Workflow you want to export on the Workflows page and click on it to open the Workflow.
Click "Edit": In the top right corner of the Workflow page, click the "Edit" button to access the Workflow editor.
Access Export Workflow option: Click the "..." (more options) ellipsis menu and under "Advanced", click "Export Workflow". This will download the Workflow as a JSON file to your machine.
Import a Workflow
Bring an existing Workflow into your current organization.
Start creating a new Workflow: Click "Create Workflow" from the Workflows page.
Select Import Workflow: Instead of choosing "Custom Setup" or "Use a Starting Point," click "Import Workflow."
Upload the Workflow file: Upload the Workflow JSON file by either dragging it into the designated area or clicking to browse and select the file from your machine.
Complete the import: Click "Import Workflow" to add the Workflow to your current organization.
The imported Workflow will retain all its original settings, actions, and configurations, but you may need to reconnect any integrations or update credentials specific to your organization.