Cloning a workflow in SoterAI
Cloning a workflow creates an independent copy in your workspace that you can edit freely without affecting the original. It is the recommended way to customise a workflow that was shared with you from another workspace.
Permission required: manage_workflows in your workspace (held by workspace owners and managers). The workflow must be visible in your workspace — either your workspace owns it, or it has been shared with you.
How to clone a workflow
If your workspace owns the workflow
- Go to the Workflows page and locate the workflow.
- Click the ⋮ menu on the workflow tile and select Clone.
- A confirmation toast appears (“Cloned … to this workspace”) and the copy appears in your Custom Workflows section with “ (Copy)” appended to the title.
If the workflow was shared with your workspace
- Open the Library tab on the Workflows page and go to the Shared with you section.
- Find the workflow tile and click the Clone button.
- A copy is created in your workspace with “ (Copy)” appended to the title.
How clones work
A clone is a fully independent custom workflow owned by your workspace. It behaves exactly like any workflow you created yourself.
- Changes you make to the clone do not affect the original.
- Updates to the original do not overwrite your clone.
- The clone has no link to the original's chat conversation — the Open conversation button is not shown in the clone's Edit modal.
- You can edit, share, archive, and clone the clone just as you would any other custom workflow you own.
Things to know
- If the original workflow is archived after you have cloned it, your clone is unaffected.
- Cloning from a shared workflow does not require you to enable the workflow first — you can clone directly from the Library's Shared with you section.
- The Clone option only appears in workspaces that support custom workflows. If your workspace cannot host custom workflows, the option is hidden.