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Remix lets you take any workflow and customize it without starting from scratch.
Remixing a workflow

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When to Remix

Remix when a built-in workflow is close to what you want, but not quite:
  • Different apps — You use Notion instead of Bear
  • Different output — You want bullet points, not paragraphs
  • Additional steps — Add research you always do
  • Specific focus — Customize for your role or industry

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How to Remix

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From a Brief Card

1

Click the dropdown

On any card’s action button, click the chevron.
Dropdown showing Remix option
2

Select Remix

Opens the workflow editor with the current workflow loaded.

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From the Library

1

Find the workflow

Browse or search in the Workflow Library.
2

Click Remix

Remix button in library

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From The Assistant

After running a workflow, click Remix in the output.

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Making Changes

The editor shows the workflow prompt:
Workflow editor with loaded workflow

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Changing Apps

Replace app references: 
# Before
Search {!bear-notes} for relevant notes

# After
Search {!notion} for relevant notes

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Adding Steps

Insert new steps: 
# Original
1. Look up attendees
2. Create prep document

# Remixed
1. Look up attendees
2. Check recent emails with attendees   ← Added
3. Review shared documents              ← Added
4. Create prep document

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Changing Output

Modify how results are formatted: 
# Before
Create a detailed prep document

# After
Create a bullet-point summary, max 10 points

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Testing Your Remix

Click Try to test before saving:
Testing a remixed workflow
Make sure it:
  • Works with your apps
  • Produces useful output
  • Handles your use case

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Saving

Choose how to save:
Save options for remix
  • Save as new — Create a new workflow (recommended)
  • Replace original — Overwrite the source workflow
Give your remixed workflow a clear name like:
  • “Meeting Prep (Sales Focus)”
  • “Company Research (with LinkedIn)”
  • “Weekly Planning (Notion version)“

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Remix Examples

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Meeting Prep → Sales Meeting Prep

Added:
  • Check CRM for deal stage
  • Include competitor mentions
  • Focus on objection handling

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Weekly Planning → Founder’s Weekly

Added:
  • Include investor updates
  • Check fundraising pipeline
  • Add board meeting prep

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Follow-up → Consulting Follow-up

Changed:
  • Bill time tracking step
  • Deliverable tracking
  • Client-specific formatting