Share

Once your workflow is built and running, you can share it so others can run it, review outputs, or respond to Human Checkpoints — without needing to build anything themselves.

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Sharing a workflow

From the workflow, click Share. You can share with:

• Specific people — by email address
• Your whole team — everyone in your Felix organisation

People you share with can run the workflow and view its outputs. They cannot edit the steps unless you give them edit access.

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Permission levels

Set permissions when sharing or update them any time from the workflow settings.

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Human Checkpoints and shared workflows

If your workflow includes Human Checkpoints, you can assign them to specific people. When execution reaches a checkpoint, Felix notifies the assigned person and waits for their input. This is useful for approval chains — for example, a paralegal runs the workflow, but a partner reviews and approves before anything is sent.

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Tips

• Give run-only access by default. Most people who use a workflow don’t need to edit it — run access is enough.
• Assign Human Checkpoints to the right person. If a step requires a specific person’s sign-off, assign the checkpoint to them directly.
• Use shared workflows to capture institutional knowledge. A workflow built once by one person can run for the whole team — without that person needing to be involved each time.