Automation - Can I copy an automation from one Board to another?

Diane Murray

I use two boards for my social media content management - one for creating and planning it all out, and the other for storing as a content library.  On scheduling the content in Meta Business Suite, I have an automation set up to move my planned content in to the the content library.

This works really well and I would like to copy both my boards over to a new clients so that she too can plan and schedule in one Board and then move the scheduled content over to a library.  

I've copied both my boards as 'Master' copies and from what I can see, the automation has carried over - but when I test it the content moves in to my own original library instead of the master one.  Can anyone help?

Mat_w4y9na

Hi Diane, 

Thanks for sharing your use case! As it would be helpful to have visibility on the boards and rules setup from your 'master' and the 'client' copy, I created a support ticket on your behalf so we can discuss it further in detail. Please be on the lookout for an email. 

Additionally, I'd like to give an overview on Automations that may be relevant to your use case:

• Automations can be used and enabled on boards across your Workspace
• There are different actions to managing automations. One can create Automation Libraries by applying tags to it (e.g. master, library, clientcopy, etc)
• Automation libraries can be shared and imported
• Rules can make use of automation variables to avoid having to use specific board names. You can use board-related variables to reuse rules when it's enabled in different boards

Hope this helps!