Documentation
WorkflowsImport / export

Import / export

Export and import workflows to share them with colleagues.

You can export workflows as a file and share them with colleagues, or import them into another organization.

Export

  1. Go to Workflows in the portal.
  2. Click the menu on the workflow you want to export.
  3. Choose Export — the file is downloaded.

Import

  1. Go to Workflows in the portal.
  2. Click Import workflow.
  3. Select the exported file.
  4. In the dialog, complete the settings that are tied to an environment — the dataset, the approver, email addresses and the Teams webhook. Anything that resolves in your organization is already filled in.

The workflow then appears in the list as a draft. Review it in the editor and activate it once everything is correct.

Run workflow

Run a workflow and view the execution history.

Privacy & data

What happens to your data, which data is sent to the AI, and how masking protects it.

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ExportImport