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Versions & Safety

Versions are "Save As" for your automation: before a risky change, you save a named snapshot — "v1 stable" — and from then on you can always look at it, compare it, and bring it back. Nothing is snapshotted automatically; a version exists only when you decide the current build is worth keeping.


Saving a version

Click the version pill in the toolbar (or History on the right) and save with an optional name. The pill then shows which version you're "on", with an amber dot once you've edited past it.

The history drawer

History lists every saved version — name, author, date, step count. Open one to see:

  • Its steps, with a light comparison against your current draft (changed / only here / only in current).
  • A "still works?" check: each step that points at an agent, tool, or database is verified against what exists today, and anything deleted or no longer shared is flagged in red.
  • View on canvas — the version rendered read-only on a real canvas, invalid steps outlined and named, so you see exactly what you'd be restoring.

Click a version below to inspect it — the detail pane shows its "still works?" check, including a step flagged in red:

v1 stableby Ben · last week · 5 steps
Trigger
Filter
Agent
Email tool
Database — CRM › Leads no longer exists
Restore
Save current draft first, then restoreJust restore

Restoring

Restore asks one question first: "Save your current draft as a version before restoring?" — take that offer unless you're sure. Restoring swaps the canvas to the chosen version (newer versions are kept, nothing is deleted). Restoring a version with red-flagged steps is allowed — those steps will fail until you re-point them, and the preview says so.

Duplicating an automation

Options → Save a copy creates a fresh draft with the same steps and trigger settings under your ownership. Deliberately not copied: active app-trigger subscriptions (so events are never delivered twice), run history, and versions.


The edit-race safety net

If two people (or two of your own tabs) edit the same automation, the second save doesn't silently overwrite the first: a dialog appears naming who saved last, offering Load the latest version or Save mine anyway. Test Run has the same guard — it saves first and stops if your copy is stale, so you can never accidentally test over someone else's edits.


Troubleshooting

ProblemFix
My versions seem to be goneOpen History — the pill on the toolbar only shows the version you're "on"; the full list lives in the drawer.
A restored version has red stepsThe agent, tool, or database it used no longer exists or isn't shared with you anymore. Open each flagged step and re-point it.
I overwrote a teammate's work with "Save mine anyway"If either of you saved a version, restore it from History. Otherwise the overwrite is final — save versions before big edits.

What's next

Working with teammates? See Sharing with Your Organization.