Transfer Automations
The Transfer Automation feature allows you to copy automations from one workspace to another, making it easy to share templates, migrate setups, or deliver pre-configured automations to clients.
Overview
When you transfer an automation, a complete copy is created in the target workspace while the original remains intact in your source workspace. This is particularly useful for:
Consultants and agencies setting up automations for clients
Teams sharing automation templates across different workspaces
Migration scenarios when moving setups to new accounts
Template distribution for recurring client projects
How to Transfer an Automation
Step 1: Access the Transfer Option
Navigate to your automations list or open an automation
Click the three-dot menu (⋮) next to the automation
Select "Copy to Another Workspace" from the dropdown menu
Step 2: Find the Target Workspace ID
The target workspace ID is required to complete the transfer. To find it:
Have the target workspace owner navigate to Settings > Workspace
The Workspace ID is displayed at the top of the page
Copy the entire ID (it looks like:
507f1f77bcf86cd799439011)
Step 3: Complete the Transfer
Paste the target workspace ID into the modal
Review the automation name - it will be copied as:
[Original Name] (Transferred YYYY-MM-DD)Click Transfer to complete the process
Important Access Requirements
For the transferred automation to work properly in the target workspace, the target workspace must have access to:
Always Required
Google resources (Google Doc template, potentially Google Drive folders and Gmail accounts used in the automation)
Conditionally Required (based on data source)
Airtable account - if the automation uses Airtable as a data source
ClickUp account - if the automation uses ClickUp as a data source
SmartSuite account - if the automation uses SmartSuite as a data source
Google Sheets account - if the automation uses Google Sheets as a data source
For API, Zapier, Glide, or Noloco data sources, only Google access is required.
Best Practices
Test before transferring - Ensure the automation works correctly in your workspace first
Document requirements - Note which accounts and permissions the target workspace needs
Verify access - Confirm the target workspace has authenticated with all required services
Use descriptive names - The original automation name will be used, so make it clear
Keep originals - Your source automation remains unchanged, so you can reuse it
Troubleshooting
"Target workspace not found"
Verify the workspace ID is correct and complete
Ensure the target workspace exists and is active
Automation transferred but not working
Check that the target workspace has authenticated with Google
Verify access to any required data sources (Airtable, ClickUp, etc.)
Confirm the Google Doc template is shared with the target workspace
Can't find workspace ID
Navigate to Settings > Workspace in the target workspace
The ID is displayed at the very top of the page
Make sure you're logged into the correct workspace
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