Save time and scale what works by sharing your best automations. With just a few clicks, you can give teammates access to high-performing workflows — or publish them to the Automation library to help the broader FUB community.

⚠️ Note: Only the automation owner and users with Admin permissions can share automations.

🧭 Ways to share Automations

You can share automations in two ways:

1. Direct sharing (via link)

Generate a unique link that teammates or other account users can use to preview and copy your automation into their own workspace.

2. Automation library sharing

Publish your automation to the Community Automation Library, where any FUB user can discover and use it.

🚀 How to share an Automation

1. Go to the Automations page in Follow Up Boss.

2. Click the ellipsis (⋯) on the automation you want to share.

3. Select “Share” to open sharing options.

4. Choose your sharing method:

   • Enable sharing for this automation – Creates a private, shareable link.

   • Share to Automation library – Makes your automation discoverable in the public library.

5. (Optional) Edit the name before sharing.

6. If sharing to the library:

   • Add a description – Explain what the automation does and when to use it.

   • Select a category – Helps others find it by use case.

7. Click “Done” to finish sharing.

🔗 Direct sharing via link

When you enable sharing, Follow Up Boss generates a unique link that anyone can use to:

• Preview the automation steps

• Copy it into their account

• Customize it to match their own workflow

💡 Best for:

• Sharing across your team

• Training new agents

• Distributing standardized workflows to multiple locations

📚 Sharing to the Automation library

When you share to the library, your automation becomes publicly discoverable by all FUB users in the Community section.

Before publishing, you’ll need to:

• Add a clear description

• Select the right category (e.g. Lead Assignment, Drip Campaign, Lead Behavior)

💡 Best for:

• Contributing best practices to the FUB community

• Sharing coaching or brokerage-wide templates

• Promoting repeatable strategies used in your market

🔄 Managing shared Automations

✅ Updating a shared Automation

• Changes you make will automatically update the shared version.

• Users who’ve already copied it will keep their own separate version.

❌ Removing sharing

To stop sharing an automation:

1. Click the ellipsis (⋯) > “Share”

2. Toggle off:

   • Enable sharing for this automation

   • or Share to Automation Library

3. Click “Done”

The share link will stop working, and the automation will be removed from the library if it was published there.

🧠 Tips for sharing

• Use clear names
  Make it easy to understand the purpose of the automation at a glance.

• Test before sharing
  Ensure the automation works as expected and includes the right filters, delays, and assignments.

• Write helpful descriptions
  Especially for library submissions — let people know when and how to use it effectively.

• Choose the right category
  Makes it easier for others to find your automation in the library.