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Automations

Sharing Automations with Your Organization

How to share an automation with your whole organization, what teammates can do with it, and whose agents and credits it uses

Sharing an automation is like handing a colleague the keys to a shared workspace: flip one switch, and everyone on your team can open it, edit it, run it and watch how it's doing. It's available on organization plans.

Share an automation​

Open the automation, go to its settings and turn on Share with organization. Flip the toggle below to see both states:

Lead welcome flowActive
Share with organizationLet every member of your organization open, edit, and run this automation.
PrivateOnly you can see and run this automation.
Flip the toggle — this is the exact switch in the automation's settings, and what each state means.
  • Sharing is per automation and all-or-nothing: shared with everyone in your organization, or private to the owner.
  • Only the owner (the person who created it) can share or unshare it, and only the owner can delete it. Members can do everything else: edit, run, test, activate, restore versions, set up the webhook address, and view or stop runs.
  • Shared automations appear for teammates in a Shared with me section, with the owner's name and who saved last.
  • Run history shows who started each run: the person for manual and test runs, the service for webhook runs, the scheduler for scheduled runs.
  • If the owner turns sharing off, members with it open can finish their session. On their next reload or save they see that it's no longer shared. No data is lost.

Whose agents and credits it uses​

Every run of a shared automation uses the owner's agents, connected-service sign-ins and credits, no matter who starts it. When you edit a shared automation, you pick agents from the owner's collection. If you need one that doesn't exist, the owner has to create it. If an agent stops being available to the owner, that step falls back to the default Nirvai agent.

Editing at the same time as a teammate​

Nirvai never lets anyone overwrite a teammate by accident. If someone saved after you opened the editor, your next save shows who saved last and offers Load the latest version (recommended) or Save mine anyway. Test Run has the same protection. Press each button to see what happens:

Someone else edited this automationLast saved by Sofía · 2 minutes ago
Nirvai never overwrites a teammate silently — press each button to see what it does.
tip

Before a big edit on a shared automation, save a version. Then even a deliberate overwrite is recoverable.

Troubleshooting​

ProblemFix
No "Share with organization" toggleSharing is only on organization plans. Check your plan.
A teammate can't see an automation you sharedConfirm the toggle is on and that they're in the same organization.
The agent you need isn't in the listYou can only pick from the owner's agents. Ask the owner to create it.
Your edits disappearedSomeone chose "Save mine anyway". If a version was saved, restore it from History.
A teammate sees "no longer shared"The owner turned sharing off. Ask them to turn it back on.

What's next​

For the precise data model and run behavior, see the Technical Reference.