I created a flow that I set up for another person on my team to use. What I’d like to do is
(1) Take my existing flow that I’ve created
(2) Share it with my teammate in a state where all he has to do is press run (for some reason that is not working when I add his email and it’s redirecting here to /forum when I press ‘Add’)
(3) Have him authenticate with his own google sheets and gmail to run the flow
(4) Have the automation send from his email directly
Is this possible? Do we need to be on a Team account in order to do this?
Hey @Kusiima – Sharing the answer from the ticket here as well to help other users who would see this post.
There are a couple ways to share a workflow more broadly with your team. The two primary options are:
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Adding an interface on the workflow. If the workflow only requires the user to enter certain inputs and run the flow, then this is usually the best option. It’s essentially a form on top of the workflow that runs using the user’s credentials. When someone runs the interface for the first time, it will automatically prompt them to authenticate with each required service, so onboarding is simple.
Does not require any paid plan, available across the board.
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Sharing the workflow as a template. This shares a cloned copy of the workflow with the user. This option is best when you want users to make their own changes and run the flow independently, or if you want them to add their own triggers like a time trigger or an email trigger on top of the flow. The drawback is that since each user clones the template, they all have separate instances of the flow. If you make any changes, those updates will not be reflected automatically – they would need to clone the template again.
Awesome - thanks man! Good to know we can do it from current plans