Skip to Content
RoutinesRoutine Sharing & Discovery

Routine Sharing & Discovery

Share routines with your team using a link, preview them when signed out, and install shared routines into your own workspace.

Overview

Routine sharing lets you distribute proven automations across teams without copying configuration by hand.

With sharing enabled, you can:

  • Publish a share link for a routine
  • Preview routine details before installing
  • Install shared routines into another account/workspace
  • Manage visibility by turning sharing on or off

Sharing a routine

  1. Open a routine in Town
  2. Choose Share
  3. Enable sharing and copy the link
  4. Send the link to collaborators

When disabled, the link no longer allows new installs.

Installing a shared routine

  1. Open the shared routine link
  2. Review routine scope and behavior
  3. Click Install
  4. Configure account scope, mode, and any user-specific settings

After install, the routine appears in your routine list and can be customized like any other routine.

Signed-out preview

Shared links support preview even when not signed in, so teammates can review what the routine does before authenticating and installing.

What gets shared

Shared routines include the routine configuration needed to run in the destination account. User-specific account connections and permissions remain specific to the installer.

Always review tools, triggers, and mode before enabling a shared routine in production.

Best practices

  • Share routines with clear names and short descriptions
  • Keep instructions concise and outcome-oriented
  • Validate behavior in a test account before broad rollout
  • Use approval-required mode first for higher-risk actions
  • Routines — Stock and custom routine concepts
  • Custom Routines — Build and iterate your own routines
  • Safety — Approval and autonomy controls
Last updated on