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

# Reusing Workflows: Record Handling Options Explained

> Reusing workflows in AutoScaled lets you control how records are handled: create & update, new records only, or always create new. Pick the right mode.

Workflows can be managed, shared with team members, and changed or reused. Additional **Workflow Management** documentation is available:

<Card title="Workflow Management" icon="network" href="/presentation-automation/workflow-management/">
  Learn more about managing workflows, sharing workflows with team members, and reusing or editing workflows.
</Card>

When reusing or editing workflows, an additional step appears in the workflow setup. This step lets you define what to do with records for which a presentation was already generated.

## Record Handling When Reusing Workflows

These are the options for how to handle records when reusing a workflow:

1. **Create & Update:** generates a new presentation for new records and updates data in existing presentations when data has changed.
2. **New Records Only:** ignores existing presentations and only generates a presentation for new records.
3. **Always Create New:** creates a new presentation for both new and existing records.

<Frame caption="Reusing workflows and handling existing records">
  <img src="https://mintcdn.com/autoscaled-9092cc1e/_5F9TaiSrLv7n4Or/images/70.png?fit=max&auto=format&n=_5F9TaiSrLv7n4Or&q=85&s=0b671112d1a7e6d5997ea202ba2c0b94" alt="Reusing workflows and handling existing records" width="1920" height="1080" data-path="images/70.png" />
</Frame>

### Create & Update

**Create & Update** is the right choice when you want to:

1. Keep data up to date across all presentations
2. Avoid duplicating presentations

Create & Update generates new presentations for new records and updates data in your existing presentations based on your CRM.

<Frame caption="Create & Update mode to ensure up-to-date presentations">
  <img src="https://mintcdn.com/autoscaled-9092cc1e/_5F9TaiSrLv7n4Or/images/78.png?fit=max&auto=format&n=_5F9TaiSrLv7n4Or&q=85&s=362829c6b6d416986f83e1e43e62bd29" alt="78" width="1920" height="1080" data-path="images/78.png" />
</Frame>

Typical use cases are live decks with clients, usage reports, etc.

### New Records Only

**New Records Only** is the right choice when you want to:

1. Create presentations using triggers
2. Avoid duplicating presentations

New Records Only generates presentations only for records that have not had a presentation generated before. It does not change existing decks.

<Frame caption="New Records Only mode works best for triggers">
  <img src="https://mintcdn.com/autoscaled-9092cc1e/rOjC-kaKlpSSW0w3/images/79.png?fit=max&auto=format&n=rOjC-kaKlpSSW0w3&q=85&s=ba5e83c08bfe6f9b6e95a3dd587dac27" alt="79" width="1920" height="1080" data-path="images/79.png" />
</Frame>

Typical use cases include one-off presentations for new leads or when an opportunity is updated.

### Always Create New

**Always Create New** is the right choice when you want version control for presentations or reports.

Always Create New ignores all historical generations. It generates a presentation for every record that matches the criteria at that moment in time, including records that already had a presentation generated in the past.

<Frame caption="Always Create New mode for the most robust version control">
  <img src="https://mintcdn.com/autoscaled-9092cc1e/rOjC-kaKlpSSW0w3/images/80.png?fit=max&auto=format&n=rOjC-kaKlpSSW0w3&q=85&s=a386aab3204f8ff1843536fe077341be" alt="80" width="1920" height="1080" data-path="images/80.png" />
</Frame>

Typical use cases are weekly business reviews, reporting, etc.

***

**Anything missing?** Let us know at [**support@autoscaled.com**](mailto:support@autoscaled.com) and we'll help you out!
