Edit a workflow
How to change a workflow you have built, either from the chat you made it in or from the workflow editor.
Made a workflow and want to tweak it? You can update any workflow you've created anytime. Add new steps, adjust preferences, or refine how it works, all through a conversation with Copilot.
Here's how you can edit a workflow:
- From the chat: if you've just created a workflow, tell Copilot what to change directly in the chat. Describe the edits you want, and Copilot will update the workflow for you.
- From the dashboard: go to the Workflows tab in the sidebar, click the three-dot menu (···) on any workflow you've created, and select 'Edit'. This opens the workflow editor with its full details on the left and Copilot on the right, ready to guide you through the changes.
Each round of changes is kept as a version, so you can look back at how the workflow used to be and publish an earlier version if a change did not work out. See Version history.
If you would rather not change a workflow your team is running, duplicate it from the '···' menu and edit the copy instead.
That's how you edit a workflow on Morphic. Want to share it with your team or externally? Learn how to share a workflow.
If you have any trouble or have any questions, feel free to reach out. We're happy to help. Write to us at support@morphic.com.