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

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

How to Remix

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.

From the Library

1

Find the workflow

Browse or search in the Workflow Library.
2

Click Remix

Remix button in library

From The Assistant

After running a workflow, click Remix in the output.

Making Changes

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

Changing Apps

Replace app references:

Adding Steps

Insert new steps:

Changing Output

Modify how results are formatted:

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

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)“

Remix Examples

Meeting Prep → Sales Meeting Prep

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

Weekly Planning → Founder’s Weekly

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

Follow-up → Consulting Follow-up

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