Import Configuration

Quickly set up your Embed Workflow account by importing pre-configured schemas, triggers, and actions

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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

Import Configuration Demo

  1. Access Configuration Settings
    Click the gear icon in your workflow dashboard

  2. Open Import Configuration
    Click Import Configuration from the settings menu

  3. Import Workflow
    Paste the YAML configuration above → Click Import

    Preview Before Import

    The UI will show a preview of the imported workflow with all triggers and actions before completing the import. You can review what will be created and click the import button to proceed.

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    Note

    If 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.

  4. Verify Import
    Navigate to the Workflows tab to see your imported workflow

    Important

    The import creates your workflow structure. You'll need to configure connections and activate the workflow to make it functional.

  5. 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
  6. Activate Workflow
    Toggle "On" → Click Publish Changes

  7. Done!
    You have imported and activated your workflow easily!