Skip to main content
The Transfer Automation feature enables you to duplicate automations across workspaces while preserving the original. This is useful for consultants, agencies, and teams who need to share automation setups.

​
Use Cases

Client Setup

Consultants and agencies setting up automations for clients

Template Sharing

Teams sharing automation templates across workspaces

Migration

Moving setups to new accounts

Distribution

Template distribution for recurring client projects

​
How to Transfer an Automation

1

Access the Transfer Option

  1. Navigate to your automations list or open an automation
  2. Click the three-dot menu (⋮) next to the automation
  3. Select “Copy to Another Workspace” from the dropdown menu
2

Find the Target Workspace ID

  1. Have the target workspace owner navigate to Settings > Workspace
  2. The Workspace ID displays at the top of the page
  3. Copy the entire ID (format: 507f1f77bcf86cd799439011)
3

Complete the Transfer

  1. Paste the target workspace ID into the modal
  2. Review the automation name (copied as: “[Original Name] (Transferred YYYY-MM-DD)”)
  3. Click Transfer to complete the process

​
Access Requirements

​
Always Required

  • Google resources (Google Doc template, potentially Google Drive folders and Gmail accounts)

​
Conditionally Required

Based on your data source, the target workspace may need:
Data SourceRequires Target to Have
AirtableAirtable account authentication
NotionNotion workspace authentication
ClickUpClickUp account authentication
SmartSuiteSmartSuite account authentication
Google SheetsGoogle Sheets account authentication
API / Zapier / Glide / NolocoOnly Google access

​
Best Practices

Ensure the automation works correctly in the source workspace before transfer.
Communicate what integrations and access the target workspace needs.
Confirm the target workspace has authenticated with all required services.
Keep original automations for reuse with clear naming.

​
Troubleshooting

  • Verify workspace ID is correct and complete
  • Ensure target workspace exists and is active
  • Confirm target workspace has authenticated with Google
  • Verify access to required data sources
  • Confirm Google Doc template is shared with target workspace
  • Navigate to Settings > Workspace in the target workspace
  • ID displays at the top of the page
  • Verify you’re logged into the correct workspace
Last modified on May 21, 2026