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.