Workflow Sharing

Workflow sharing allows users to collaborate on automation within the same Autom8 AI workspace.

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Availability

Available on:

• Cloud: Pro and Enterprise plans

• Self-Hosted: Enterprise edition

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Who Can Share Workflows

• Workflow creators can share workflows they own

• Admins and workspace owners can view and share any workflow in the instance

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How to Share a Workflow

1. Open the workflow you want to share

2. Click Share

3. Select users to add

4. Click Save

Shared users will see the workflow in their list and can access it based on assigned permissions.

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Where Shared Workflows Appear

You can view shared workflows in the Workflows list, depending on your access level:

• Overview shows:

  • Your own workflows

  • Workflows shared with you

  • Workflows from projects you're part of

• Admins and owners see all workflows in the workspace

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Roles and Permissions

Permission	Creator	Editor
View & run workflow	✅	✅
View execution history	✅	✅
Edit workflow & tags	✅	✅
Export workflow	✅	✅
Share workflow	✅	❌
Delete workflow	✅	❌

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Credential Access & Limitations

• Editors can use credentials already embedded in shared workflows

• However, if credentials haven’t been explicitly shared, editors can’t modify the nodes that use them

• This ensures security through least privilege—you can run the workflow but can’t change sensitive integrations unless you own or are granted access to the credentials

To allow full editing, see the Credential Sharing section.