How To Use Auto Save in Tekmatix Workflows Without Losing Your Progress

Why Auto Save in Workflows Is Important

Building workflows often means working with complex logic, multiple steps, and frequent revisions. One accidental browser refresh, tab switch, or internet hiccup can cost hours of work if changes aren’t saved properly.

Auto Save in Tekmatix Workflows solves this problem by continuously saving your work in the background while you build so your progress is protected at every step. You still stay in full control of when changes go live, but you no longer need to worry about losing edits while designing or refining automations.

This feature is especially valuable for:

• Long or complex workflow builds

• Iterative testing and refinement

• Teams collaborating on automations

• Avoiding accidental data loss
  
  

What Is Auto Save in Tekmatix Workflows?

Auto Save is a Labs feature that automatically saves changes made on the workflow canvas while you’re editing. Instead of clicking a manual Save button, Tekmatix continuously writes your updates to the draft version of the workflow.

Important: Auto Save does not publish changes automatically. Your live workflow remains unchanged until you intentionally click Publish.

Key Benefits of Auto Save in Workflows

• No Manual Saving: Your workflow canvas saves automatically as you build

• Draft Protection: Changes are stored safely in draft mode only

• Faster Building: Fewer clicks and interruptions while designing workflows

• Reliable Rollbacks: Use version history and named checkpoints

• Collaboration Awareness: The most recent auto-saved draft becomes the active version
  
  

Understanding Draft vs Published Workflows

Knowing the difference between Draft and Published states prevents accidental automation issues.

How Auto Save Works

• Auto Save updates the draft version only

• Your live workflow continues running as-is

• You can make unlimited edits without impacting active automations
  
  

When Changes Go Live

• Changes only affect contacts once you click Publish

• Publishing is always a deliberate action
  

This allows you to safely test, edit, and refine workflows before activating them.

What Auto Save Captures

Auto Save records changes made directly on the workflow canvas, including:

• Adding triggers or actions

• Deleting steps from the workflow

• Editing workflow settings

• Renaming the workflow

• Changing workflow status (Draft or Published)
  
  

What Auto Save Does Not Capture Automatically

Auto Save does not save changes made inside configuration modals until you confirm them.

Example:

• Editing a Wait step duration inside its settings modal

• Changing email content inside a Send Email action
  

You must click Save or Apply inside the modal first.
Once the change appears on the canvas, Auto Save will capture it in the draft.

Version History & Checkpoints (Best Practice)

Tekmatix automatically tracks versions of your workflow as you edit.

Version History Includes:

• Session entries: Created automatically during editing

• Named versions: Created manually using Save Version
  

Why This Matters:

• You can restore earlier versions if something breaks

• Named checkpoints let you mark “safe” milestones
  

Pro Tip: Save a named version before making major changes to live workflows.

Multi-Editor & Multi-Tab Behavior

If multiple users or browser tabs edit the same workflow:

• The most recent auto-save becomes the current draft

• Earlier drafts may be overwritten
  

Best Practices:

• Assign one editor for critical updates

• Communicate when multiple team members are editing

• Refresh the workflow if returning after being idle
  
  

How To Enable Auto Save in Tekmatix Workflows

You can enable Auto Save using either of the methods below.

Method 1: Enable Auto Save from the Workflow Builder

1. Log in to your Tekmatix account

2. Go to Automated Workflow → Workflows

   

3. Open any workflow

4. If prompted, click Enable Auto Save Now

Auto Save will begin capturing canvas edits immediately.

Method 2: Enable Auto Save from Global Workflow Settings

1. Log in to your Tekmatix account

2. Navigate to Automated Workflows → Global Workflow Settings

3. Toggle Auto Save to ON
   

Once enabled, all workflows will auto-save drafts while you build.

Sample Scenario: Using Auto Save During Workflow Optimization

Scenario: Marketing Manager Updating a Lead Nurture Workflow

Situation:
A marketing manager is improving a long lead nurture workflow by:

• Adding new email steps
  

• Updating wait times
  

• Adjusting conditional logic
  

Halfway through editing, their browser unexpectedly refreshes.

What Happens with Auto Save Enabled:

• All recent changes were already saved to draft

• No steps are lost

• The live workflow remains unaffected

The manager reviews the draft, saves a version checkpoint, and only publishes once everything is verified.

Result:
Zero lost work, zero disruption to live automations, and a safer editing process.

Best Practices for Using Auto Save

• Always save inside configuration modals

• Create named versions before major edits

• Avoid multiple editors working simultaneously

• Review Version History before publishing

• Use draft mode for testing and refinement