Organise workflows

Folders, tags, and naming conventions.

3 min read Updated 2026-04-24

After 20+ workflows, organisation matters. Here is the convention we recommend.

  • Folder per business area — Sales, Support, Ops, Marketing.
  • Workflow name starts with an action verb — "Send 24h reminder SMS", "Create task on won deal".
  • Version suffix on active iterations — "Speed to Lead v3" after you improve it.
  • Prefix "(Off)" or "(Archive)" on workflows you do not want running but do not want to delete.