Duplicating a workflow is useful when you’ve already created a custom workflow that works for one of your meetings and you want to reuse it for others without starting from scratch.
Why duplicate a workflow?
Duplicating a workflow saves time by allowing you to reuse an existing setup. For example, if you have a workflow for a marketing team meeting that generates a summary and sends it to a particular Tactiq space, you can duplicate that workflow and adjust it for meetings with other teams, such as the production team.
This means you don’t have to recreate each step manually— tweak the necessary details, like changing the email recipient or space, while keeping the same structure.
Duplicating a workflow
If you want to create a copy of a workflow, click the duplicate icon (two overlapping squares). You’ll receive a message confirming duplication:
Workflow duplicated successfully!
The duplicated workflow will be named
Copy of [workflow name] unless you rename it.
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