What is Automation Switcher?

Automation Switcher is a left-sidebar tool in Enrollio's Advanced Builder that lets you jump between automations quickly. It shows your recent automations and includes a quick search, then opens the selected automation in a new browser tab so your current canvas stays put—enabling safe, rapid context switching while you build.

Key Benefits of Automation Switcher

  • Stay in flow: Jump to another automation without leaving your current builder tab.
  • Side-by-side editing: Open the other automation in a new tab to compare logic branches easily.
  • Faster reuse: Copy and paste actions or branches across automations for consistent, reusable sequences.
  • Time savings: Avoid page reloads and re-searching; get to your next automation in one click.
  • Reduced error risk: Keep your current canvas intact while exploring another automation.

How To Use the Automation Switcher

Follow these steps to find and open other automations without breaking focus on your current build:

  1. Go to Automations → Automations.
  2. Create a new automation or open an existing one.
  3. Switch to Advanced Builder (ensure you're not in the standard builder).
  4. Click the Automation Switcher button on the left sidebar or press Shift + W.
  5. Use Quick Search or pick from Recent Automations.
  6. Click an automation to open it in a new browser tab while your current canvas remains open.

Pro Tip: Use the keyboard shortcut Shift + W to toggle the Automation Switcher panel instantly when you're working in the builder.

Common Use Cases

Automation Switcher is particularly helpful when you're:

  • Building a tour reminder sequence and need to reference your enrollment follow-up automation
  • Creating consistent messaging across waitlist and active enrollment automations
  • Copying proven action steps from one automation to another
  • Reviewing multiple automations side-by-side to ensure families receive coordinated communications

Frequently Asked Questions

Does Automation Switcher work in the standard builder?

Automation Switcher appears in Advanced Builder only.

What does Quick Search look for?

Quick Search finds automations by name so you can open them quickly.

Will I lose my changes if I open another automation?

No. The other automation opens in a new tab, so your current canvas stays open with all your changes intact.

Can I copy steps between the two automations I opened?

Yes, use copy and paste across automations to reuse actions or branches. This is perfect for maintaining consistent messaging across your enrollment and family communication sequences.

Is there a keyboard shortcut?

Yes, press Shift + W to open or close the Switcher panel when the builder tab has focus.