Exchange

Exchange is where you discover how other teams work. It surfaces the workflows that have been published across your company, so you can start from a proven process instead of a blank canvas. It's an admin surface.

Browsing and previewing

Exchange shows every published workflow in your company as a card with its title, how many steps it has, the tools it uses, and who authored it. You can:

• Filter by department to narrow to a team's work.
• Search by title or tool to find a specific process.
• Open a workflow to read through its steps before deciding to use it.

Only published workflows appear in Exchange. Drafts stay private to their author until they're published.

Adopting a workflow

When a workflow is useful, choose Use this workflow to adopt it. Adopting makes an independent copy in your own workspace as a new draft that you own, and takes you straight to that copy's canvas so you can adjust it.

A few things to know about the copy:

• It's a draft. Adopting never re-publishes the original author's workflow.
• The copy is independent — it doesn't stay linked back to Exchange or to the original. After you adopt, the copy is yours to change freely.
• The steps, their connections, and the details on each step come across. Assignees are cleared, because they point to the original team's people — you set your own. Tools carry over, since they resolve against your workspace.

When to use Exchange

Use Exchange when you want a strong starting point instead of building from scratch. Adopt a workflow that's close to what you need, then tailor the copy to your team's context, language, and process.

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