> ## Documentation Index
> Fetch the complete documentation index at: https://docsautomator.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Transfer Automations

> Duplicate automations across workspaces while preserving the original

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

<CardGroup cols={2}>
  <Card title="Client Setup" icon="handshake">
    Consultants and agencies setting up automations for clients
  </Card>

  <Card title="Template Sharing" icon="copy">
    Teams sharing automation templates across workspaces
  </Card>

  <Card title="Migration" icon="truck">
    Moving setups to new accounts
  </Card>

  <Card title="Distribution" icon="share-nodes">
    Template distribution for recurring client projects
  </Card>
</CardGroup>

## How to Transfer an Automation

<Steps>
  <Step title="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
  </Step>

  <Step title="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`)
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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 Source                   | Requires Target to Have              |
| ----------------------------- | ------------------------------------ |
| Airtable                      | Airtable account authentication      |
| Notion                        | Notion workspace authentication      |
| ClickUp                       | ClickUp account authentication       |
| SmartSuite                    | SmartSuite account authentication    |
| Google Sheets                 | Google Sheets account authentication |
| API / Zapier / Glide / Noloco | Only Google access                   |

## Best Practices

<AccordionGroup>
  <Accordion title="Test before transferring">
    Ensure the automation works correctly in the source workspace before transfer.
  </Accordion>

  <Accordion title="Document requirements">
    Communicate what integrations and access the target workspace needs.
  </Accordion>

  <Accordion title="Verify access">
    Confirm the target workspace has authenticated with all required services.
  </Accordion>

  <Accordion title="Use descriptive names">
    Keep original automations for reuse with clear naming.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Target workspace not found">
    * Verify workspace ID is correct and complete
    * Ensure target workspace exists and is active
  </Accordion>

  <Accordion title="Automation transferred but not working">
    * Confirm target workspace has authenticated with Google
    * Verify access to required data sources
    * Confirm Google Doc template is shared with target workspace
  </Accordion>

  <Accordion title="Can't find workspace ID">
    * Navigate to Settings > Workspace in the target workspace
    * ID displays at the top of the page
    * Verify you're logged into the correct workspace
  </Accordion>
</AccordionGroup>