Importing and exporting workflows

CloudRadial AutomationAI lets you move a workflow between workspaces as a portable .yml file. You export a workflow from the Designer and import a .yml file from the Workflows page as a new workflow. This article is for workspace users with the Admin role or higher.

• Exporting a Workflow
• Importing a Workflow

Exporting a Workflow

Open the workflow in the Designer and select Export in the toolbar. AutomationAI downloads the workflow as a shareable .yml file. The file captures the workflow definition so it can be re-created in another workspace.

Importing a Workflow

On the Workflows page, select Import and choose a workflow .yml (or .yaml) file. AutomationAI creates a new workflow from the file.

If the file contains node types that this version of AutomationAI does not recognize, those nodes are dropped and the rest of the workflow is imported. A warning reports how many were skipped and which types, in the form "{count} node(s) of unknown type were skipped: {types}." Review the imported workflow in the Designer and rebuild any skipped steps before you publish or deploy it.