# Baserow Automation Settings: Rename, Duplicate, Delete

> Connecting integrations that feed workflow actions is only one part of Baserow automation menus - renaming, duplicating, and deleting round out the rest.

Source: https://opennix.org/en/docs/baserow/automation/automation-settings/


Every automation and every workflow inside it in open-source Baserow is managed through the `⋮` menu next to its name: from there, rename, duplicate, or delete the object, and at the automation level, connect the integrations that action nodes use as their data sources.

## Overview

A Baserow workflow is built from a trigger that reacts to a table event, followed by one or more actions that then change data. While a workflow is still being built, test runs make it easy to check before publishing; management throughout that cycle happens through context menus for the automation and for each individual workflow, available right on the builder canvas.

![Baserow automation builder with a trigger and a chain of actions](/images/baserow/automation/automation-settings-workflow-overview.jpg)

An automation lives inside a specific [workspace](/docs/baserow/workspaces/intro-to-workspaces/), so who can reach its settings is governed by the same membership as the workspace itself.

## Automation Settings

The three-dot menu next to an automation's name opens these options:

- **Rename automation** - change the display name so workflows stay organized and easy to find within the workspace.
- **Settings** - connect integrations: data sources, actions, and credentials that the workflow's nodes will use when they run. It works on the same principle as [webhooks](/docs/baserow/webhook-api/webhooks/) - an external system sends or receives data through a connection configured ahead of time, except a workflow does this through action nodes rather than a single HTTP endpoint.
- **Duplicate automation** - copy the entire automation along with every workflow inside it, so the copy becomes a starting point for a similar process.
- **Delete automation** - remove the automation completely, along with all of its workflows.

## Workflow Settings

The three-dot menu next to an individual workflow's name (inside an automation) offers a narrower set of actions:

- **Rename workflow** - give the workflow a descriptive name. A clear label like "Send welcome email on signup" orients people far better than a generic "Workflow 1," especially once a workspace has several automations running.
- **Duplicate workflow** - copy the workflow within the same automation, so a copy can be edited without touching the working version.
- **Delete workflow** - deletion moves the workflow into the workspace trash with a limited recovery window rather than erasing it outright. The mechanics match [deleting a workspace](/docs/baserow/workspaces/delete-a-workspace/): the recovery period gives time to change course, but once it lapses the data is gone for good.

## Frequently Asked Questions

**What happens to a workflow the moment it's deleted?** Execution stops immediately - no new runs start. Any run already in progress at the moment of deletion is allowed to finish rather than being cut off midway.

**Can a workflow be duplicated into a different automation?** There's no direct way to move a single workflow between automations. If the same trigger-and-action setup is needed elsewhere, duplicate the whole automation instead, then remove the workflows that aren't needed from the copy.

**What carries over when an automation is duplicated?** Duplicating copies every workflow inside the automation along with its triggers, actions, and integration settings - the result runs independently of the original, and changes to one copy don't affect the other.

The automation and workflow menus are primarily an organizational tool - they don't replace the separate article on [managing workflow states](/docs/baserow/automation/workflow-management/) within a workflow itself.