Wouldn’t it be cool if we could manage automations a bit better? Especially with many processes, I quickly lose track.
Here are some thoughts:
Or how do you guys manage your workflows?
I love this idea. Workflow Management is always a bit tricky.
We attempt to address this by asking users to follow pre-defined Workflow Labeling Syntax Rules before the descriptive title of each flow.
Then we increment the flow count or use subsection labels (like 2.1.3.2) to aid in the alphabetical sorting and visual grouping of related flows.
Our rules look like this:
1.0 Flows that run when an item is created (Record created trigger)
2.0 Flows that run when an item is updated (Record updated trigger)
-2.1 Flows that run specifically when there is a Status Change as the record update
-2.2 Flows that run specifically when there is a Trigger field selection made as the record update
-2.3 Flows that run when tape checklist items are added or completed
3.0 Flows triggered by comments or other communication specific automations (Comment added trigger)
4.0 Flows that run based on Dates (Date arrives or On schedule trigger)
5.0 Flows that are manually triggered or webhook action flows (Automation calls, Web link clicked, or Webhook received triggers)
6.0 Flows tied to Drip Sequence automations
7.0 Flows that run on se schedules specifically for data accuracy checks
It is impossible to force all admin users to follow these labeling rules however. So we generally end up with a mixture of some well labeled flows and other ‘floating’ flows that need to be reviewed and properly labeled.