Share Flow Automations (Public Link)

Generate shareable links for your flow automations and share templates with students, clients, and team members.

What Is Flow Sharing?

Flow sharing lets you generate a public link for any flow automation you've built in InstantDM's Flow Editor. Anyone with the link can view the complete flow — including all nodes, edges, trigger configuration, message content, and logic — without needing an InstantDM account to view it.

This is perfect for educators sharing automation templates with students, agencies sharing flow designs with clients for approval, or creators publishing their automation setups publicly for their audience.

How to Generate a Shareable Link

1. Open the Flow Editor from the sidebar.
2. Select the flow you want to share from your flow list.
3. In the Flow Editor toolbar, click the Share icon (link icon).
4. InstantDM generates a unique public URL for your flow.
5. Click Copy Link to copy the URL to your clipboard.
6. Share the link via DM, email, social media, or any channel you prefer.

What the Recipient Sees

When someone opens your shared flow link, they see a read-only view of your flow that includes:

Who Can Access Shared Flows

Anyone with the link can view the shared flow. No InstantDM account is required to view a shared flow. However, importing a shared flow into your own account requires an active InstantDM account on a compatible plan.

How to Import a Shared Flow

If someone shares a flow link with you and you want to use it in your own account:

1. Open the shared flow link in your browser.
2. Review the flow structure to make sure it fits your needs.
3. Click the Import to My Account button.
4. Log in to your InstantDM account (if not already logged in).
5. The flow is copied into your account as a new draft flow.
6. Customize the trigger words, messages, and settings to match your brand.
7. Publish the flow when you're ready to go live.

Use Cases for Flow Sharing

Educators and Course Creators

Share automation templates with your students as part of a course or workshop. Students can view the flow structure, understand the logic, and import it into their own accounts to practice.

Agencies and Freelancers

Share flow designs with clients for review and approval before publishing. Clients can see exactly what the automation will do without needing to log into your account.

Community and Public Templates

Publish your best automation flows publicly — in blog posts, social media, or community forums. Other InstantDM users can import and customize them.

Team Collaboration

Share flows with team members who may not have direct access to your InstantDM workspace. They can review the flow and provide feedback before you publish.

Important: Shared Links Are Snapshots

When you generate a share link, it captures your flow as it exists at that moment. If you update your flow later, the shared link still shows the old version. To share an updated version, generate a new share link.

Tips & Best Practices

• Review before sharing. Check your flow for any sensitive content in message nodes (personal URLs, private offers) before generating a share link.
• Use descriptive flow names. The flow name is visible to recipients. A clear name like "Lead Capture — Real Estate" is more useful than "Flow 1."
• Share updated versions. If you improve a flow, generate a new share link rather than relying on the old one.
• Combine with documentation. When sharing flows with clients or students, include a brief explanation of what the flow does and how to customize it.
• Test the link. Open your share link in an incognito window to see exactly what the recipient will see.

Plan Requirements

Next: Collaboration Feature →