How To Use Workflow Switcher in Tekmatix for Faster Automation Management

Why This Matters

When building complex automations in Tekmatix, switching between multiple workflows is common. The Workflow Switcher helps you:

• Stay in flow: Jump to another workflow without losing your current progress

• Work side-by-side: Compare logic branches across workflows in separate tabs

• Reuse actions quickly: Copy/paste steps for consistent automation

• Save time: Avoid page reloads and repeated searching

• Reduce errors: Keep your current canvas intact while exploring other workflows
  

By using Workflow Switcher effectively, you can manage automations faster, maintain accuracy, and improve team collaboration.

Key Features

• Recent Workflows: Quickly access workflows you’ve recently opened

• Quick Search: Find any workflow by name and jump to it in seconds

• New Tab Opening: Each selected workflow opens in a new browser tab, leaving your current workflow undisturbed

• Keyboard Shortcut: Press Shift + W to toggle the Workflow Switcher panel
  

Step-by-Step Guide: Using Workflow Switcher

Step 1: Open Your Workflow

1. Navigate to Automated Workflows → Workflows in your Tekmatix account

   

2. Open an existing workflow or create a new one

3. Switch to Advanced Builder (Workflow Switcher is not available in Standard Builder)

   

   
   

Step 2: Activate Workflow Switcher

1. Click the Workflow Switcher button on the left sidebar

   • Or press Shift + W as a shortcut
     

   

Step 3: Locate the Workflow

1. Use Quick Search to find a workflow by name

2. Or select from the Recent Workflows list
   

Step 4: Open and Use

1. Click the workflow you want to open

2. The workflow opens in a new browser tab

3. You can now:

   • Compare automation branches side-by-side

   • Copy/paste actions between workflows

   • Make edits without disrupting your original canvas
     

   

   
   

Sample Scenario: Marketing Automation Example

Business: A digital marketing agency managing client campaigns

Goal: Quickly compare two workflows one for lead nurturing and another for post-purchase follow-up and reuse common steps

Steps:

1. Open the Lead Nurture Workflow in Advanced Builder

2. Activate Workflow Switcher (Shift + W)

3. Search and open the Post-Purchase Follow-Up Workflow in a new tab

4. Copy the email sequence branch from Post-Purchase Workflow and paste it into Lead Nurture Workflow

5. Adjust content as needed without losing the original workflow progress
   
   

Result:

• Reduced duplication of work

• Ensured consistent logic across workflows

• Saved 15–20 minutes per automation update
  
  

Frequently Asked Questions

Q: Does Workflow Switcher work in Standard Builder?
A: No, it only appears in Advanced Builder.

Q: What does Quick Search look for?
A: It finds workflows by name for fast access.

Q: Will I lose changes if I open another workflow?
A: No, the other workflow opens in a new tab, so your current canvas remains safe.

Q: Can I copy steps between workflows?
A: Yes, copy/paste works across workflows opened via Workflow Switcher.

Q: Is there a keyboard shortcut?
A: Press Shift + W to toggle the Workflow Switcher panel when the builder tab has focus.