Import Configuration speeds up your workflow setup. You can import complete workflows with pre-defined triggers, actions, and data schemas in seconds.
Why Use Import Configuration
- Start building workflows immediately without manual setup
- Deploy identical workflows across multiple environments
- Share workflow templates with your team
When you import a configuration, you create your trigger, actions, and workflow structure instantly. After import, you configure each action with your specific connections and settings.
Example Configuration
If you don't already have a YAML file to import, use the example below:
Welcome Email Recipe
Copy the recipe below as an example:
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# Welcome Email Recipe - Send welcome email to new users # This recipe sends a personalized welcome email with getting started instructions # when a new user signs up # Apps used in this workflow apps: - gmail # Workflow triggers triggers: - title: "New User Signup" description: "Triggered when a new user signs up" event: "user_signup" icon: type: "user" background_color: "blue" groups: [] data_input_schema: - type: "String" required: true variable: "user_email" data_path: "email" display_label: "User Email" - type: "String" required: true variable: "user_name" data_path: "name" display_label: "User Name" - type: "String" required: false variable: "user_id" data_path: "id" display_label: "User ID" - type: "String" required: false variable: "signup_date" data_path: "created_at" display_label: "Signup Date" # Workflow definitions workflows: - name: "Welcome Email Workflow" description: "Sends a welcome email with getting started instructions to new users" categories: - Customer Engagement image_url: "https://cms.embedworkflow.com/wp-content/uploads/2025/07/20250726162343_welcome_email_recipe_image.png" summary: | ## Welcome Email Workflow This workflow automatically sends a personalized welcome email when a new user signs up. ### Steps: 1. **Trigger**: New user signup event is received (learn more about [triggers](/concepts/triggers)) 2. **Send Email**: Gmail sends a welcome email to the new user with: - Personalized greeting using their name - Getting started instructions - Links to documentation and support ### Key Features: - Single-step workflow for immediate engagement - Personalized content using user data - Professional email template trigger: event: "user_signup" match_conditions: "all" conditions: [] edges: [] nodes: - id: "send_welcome_email" name: "Send Welcome Email" type: "CustomApiRequest" action_type_id: "{{ apps.gmail.send_email }}" action_data: form__gmail_to: "{{ user_email }}" form__gmail_subject: "Welcome to Our Platform, {{ user_name }}!" form__gmail_body: | Hi {{ user_name }}, Welcome to our platform! We're thrilled to have you on board. Here's how to get started: 1. **Complete Your Profile** - Add your profile picture and bio - Set your preferences and notification settings - Connect your social accounts (optional) 2. **Explore Key Features** - Dashboard: Get an overview of your activities - Projects: Create and manage your projects - Collaboration: Invite team members and collaborate - Analytics: Track your progress and insights 3. **Quick Start Guide** - Create your first project in under 2 minutes - Use our templates to get started quickly - Check out our tutorial videos in the Help Center 4. **Need Help?** - Visit our Help Center: help.example.com - Contact support: support@example.com - Join our community forum: community.example.com 5. **Pro Tips** - Enable two-factor authentication for added security - Download our mobile app for on-the-go access - Subscribe to our newsletter for tips and updates We're here to help you succeed! If you have any questions, don't hesitate to reach out. Best regards, The Team P.S. As a welcome gift, you've been upgraded to our Pro plan free for 30 days. Enjoy all the premium features! form__gmail_cc: "" form__gmail_bcc: "" form__gmail_sender: ""
Import Steps
Access Configuration Settings
Click the gear icon in your workflow dashboardOpen Import Configuration
Click Import Configuration from the settings menuImport Workflow
Paste the YAML configuration above → Click ImportPreview Before ImportNoteIf you receive an "app already installed" error, remove the
apps:
section from the YAML (line with- gmail
). This error occurs when Gmail already exists in your account. Check this by clicking the gear icon → Installed Apps.Verify Import
Navigate to the Workflows tab to see your imported workflowImportantThe import creates your workflow structure. You'll need to configure connections and activate the workflow to make it functional.
Configure Your Service Connections
Update the imported workflow actions with your actual service connections:
Gmail Connection
- Click the Gmail action
- Follow the OAuth flow to connect your email account
Activate Workflow
Toggle "On" → Click Publish ChangesDone!
You have imported and activated your workflow easily!