> ## Documentation Index
> Fetch the complete documentation index at: https://docs.askorbit.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Remixing Workflows

> Customize existing workflows for your needs

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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/remix-overview.png" alt="Remixing a workflow" />
</Frame>

## 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

<Steps>
  <Step title="Click the dropdown">
    On any card's action button, click the chevron.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/remix-dropdown.png" alt="Dropdown showing Remix option" />
    </Frame>
  </Step>

  <Step title="Select Remix">
    Opens the workflow editor with the current workflow loaded.
  </Step>
</Steps>

### From the Library

<Steps>
  <Step title="Find the workflow">
    Browse or search in the Workflow Library.
  </Step>

  <Step title="Click Remix">
    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/remix-library-button.png" alt="Remix button in library" />
    </Frame>
  </Step>
</Steps>

### From The Assistant

After running a workflow, click **Remix** in the output.

## Making Changes

The editor shows the workflow prompt:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/remix-editor.png" alt="Workflow editor with loaded workflow" />
</Frame>

### Changing Apps

Replace app references:

```
# Before
Search {!bear-notes} for relevant notes

# After
Search {!notion} for relevant notes
```

### 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
```

### Changing Output

Modify how results are formatted:

```
# Before
Create a detailed prep document

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

## Testing Your Remix

Click **Try** to test before saving:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/remix-test.png" alt="Testing a remixed workflow" />
</Frame>

Make sure it:

* Works with your apps
* Produces useful output
* Handles your use case

## Saving

Choose how to save:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/remix-save.png" alt="Save options for remix" />
</Frame>

* **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