Publish a versioned group of automation steps and reuse that exact version in other workflows.

Before you start

Prepare a saved source workflow with a manual start and a completed test. Review its inputs, steps and outputs before publishing it as reusable work.

Publish reusable steps

  1. Open Automations → More → Settings → Reusable steps.
  2. Use Find source workflow and choose Saved source.
  3. Enter Name and Description so other editors understand the intended use.
  4. Review the saved revision, select the acknowledgement and choose Publish reusable steps.

Add a version to another workflow

  1. Open the destination draft and select its Subflow step.
  2. Choose Use reusable steps, then select Reusable workflow and Version.
  3. Choose Review reusable steps. Inspect the exact version and the steps it will replace.
  4. Select the review acknowledgement and choose Apply reviewed version.
  5. Configure the remaining inputs, validate and save the destination draft. Publish it after review.

Expected outcome

The parent workflow uses the selected version. Publishing a later reusable version does not change existing callers automatically.

Update or customise the steps

Use Publish a new version in Reusable steps for an update, or Create a separate reusable workflow for a different reusable sequence. In a parent draft, choose Use an editable copy instead when the steps need independent changes. Review and explicitly select a newer version when updating an existing caller.