Copying and Duplicating Branches in the Workflow Builder
Last updated: August 28, 2026
Copying and Duplicating Branches in the Workflow Builder
Category: Workflows & Automation
Reusing part of a workflow used to mean rebuilding it by hand — there was no way to copy a card's settings, let alone a whole branch. This adds copy/paste at both levels: an individual card can now be copied onto another card of the same type, and an entire branch — its condition and full chain of cards — can be duplicated or copied onto another branch in one action.
How It Works
Copying a single card works between any two cards of the same type — for example, copy a Data Fields card's settings and paste them onto another Data Fields card elsewhere in the workflow.
On top of that, three branch-level actions are available from a branch's condition menu:
Duplicate this branch — clones the branch's condition and its entire chain of cards onto a brand-new branch under the same step.
Copy branch settings / Paste branch settings — copies one branch's full card configuration and applies it onto an existing branch, overwriting that branch's cards while leaving its own condition and playbook selection untouched.
Apply to all matching cards — applies a copied branch's settings to every other branch that can accept them, in one action.
If a pasted card references a value the target branch's playbook doesn't have — a data field or merge field that doesn't exist there — that value is dropped rather than silently corrupting the target, and a toast tells you exactly what got dropped.
How to Use It
Open a workflow step that has two or more branches (for example, "Configure project from playbook").
On a branch's condition card, open its kebab menu.
Choose Duplicate this branch to clone it as a new branch, or Copy branch settings to grab its configuration for pasting elsewhere.
If you copied, go to the target branch's kebab menu and choose Paste branch settings — or use Apply to all matching cards to push the copied configuration onto every eligible branch at once.
Check the toast notification for anything that couldn't carry over, and review the target branch's cards before saving.
To copy a single card instead of a whole branch, use the same kebab menu on the card itself, and paste it onto any other card of the same type.
A Few Things to Keep in Mind
A branch's own condition and playbook selection are never overwritten by Copy/Paste branch settings — only its cards are replaced. Duplicating a branch, by contrast, clears the condition on the new copy so you can set your own.
Always review after pasting. If the source and target branches use different playbooks, some mapped values may not exist on the target — check the toast message for what was dropped.
Frequently Asked Questions
Is single-card copy/paste a separate feature from the branch-level actions?
They shipped together, but you can use either independently — copy and paste one card on its own, or use the branch-level actions to move a whole configuration at once.
What happens to values that don't exist on the target branch's playbook?
They're dropped rather than saved incorrectly, and the toast that appears after pasting names exactly what was dropped so you can fix it manually if needed.
Can I undo a paste?
The paste only takes effect once you save the workflow draft, so you can review the result and discard your unsaved changes if it's not what you wanted.