# How do you document workflows? **URL:** \ **Category:** Study Group: Data Management & Reporting\ **Tags:** revops\ **Created:** [March 14, 2022, 2:37pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098 "2022-03-14T14:37:43Z")\ **Posts on this page:** 9\ **Page:** 2
**Author:** ![Ericsen](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ericsen/32/74411_2.png) [@Ericsen](https://community.hubspot.com/u/Ericsen)\ **Post date:** [October 10, 2022, 4:26pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/21 "2022-10-10T16:26:19Z")
Absolutely agree with this feature being a thing! Hubspot API should definitely created a log in board for you to see your current workflows in a visualization and also allow you to plan additional workflows that are in the pipeline. ---
**Author:** ![Juliaaa](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/juliaaa/32/105187_2.png) [@Juliaaa](https://community.hubspot.com/u/Juliaaa)\ **Post date:** [March 23, 2023, 3:32pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/22 "2023-03-23T15:32:18Z")
The easiest way to document your workflows, I believe is based on these 3 action points: 1) Creating a clear and concise **naming convention** for workflows (e.g., TEAM - OBJECT - FUNCTION) 2) Utilizing the **description section of the workflows** (e.g., writing the business goal/objective solved, triggers, criteria) 3) And organizing the workflows in **specific folders** (e.g., depending on teams) and customizing the column view. @jspencerdav I think you raise a very good point! But I think the RevOps way is exactly to utilize the resources you have to keep HubSpot as the single source of truth - so that information can be easily found and accessible. This solution works if you have a pretty standard workflow hierarchy and of course, have set appropriate user permissions that limit the access to the workflows tool to designated HubSpot administrations. Also another point is \*education\* - making sure that the people responsible for the workflows are entering the data correctly. ![Zrzut ekranu 2023-03-23 o 16.19.38.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/f/f3fc5991bdc4a0f0d6a8547459dfdb32806fe550.png) Specific workflows ![Zrzut ekranu 2023-03-23 o 16.19.46.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/d/3/d3d83e1bbddb4d3e2a81dbbd243210128d71c409.png) Workflow folders This is nothing innovative of course but can be easily overlooked - What do you think about this solution? ---
**Author:** ![nc\_3manfactory](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nc_3manfactory/32/102163_2.png) [@nc\_3manfactory](https://community.hubspot.com/u/nc_3manfactory)\ **Post date:** [March 23, 2023, 4:00pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/23 "2023-03-23T16:00:39Z")
Fully with you @Juliaaa, after experimenting with documenting in Miro, ClickUp, Google Docs and so on the only methodology that has proven to be robust is to apply a clear naming convention and to use the tools within HubSpot itself. ---
**Author:** ![CBaun](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cbaun/32/12529_2.png) [@CBaun](https://community.hubspot.com/u/CBaun)\ **Post date:** [October 13, 2025, 1:59am UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/24 "2025-10-13T01:59:27Z")
Late to the party (by about 3.5 years), but I actually built a solution to this. I was pretty tired of redrawing Miro boards, so now I just plug into client portal, and all the workflows are documented/drawn out automatically. Happy to demo on a sandbox! ---
**Author:** ![sarahsparkle](https://avatars.discourse-cdn.com/v4/letter/s/e99b99/32.png) [@sarahsparkle](https://community.hubspot.com/u/sarahsparkle)\ **Post date:** [October 13, 2025, 12:45pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/25 "2025-10-13T12:45:21Z")
Yes please to the demo! This would be so great to have. ---
**Author:** ![DylanOMahony](https://avatars.discourse-cdn.com/v4/letter/d/d07c76/32.png) [@DylanOMahony](https://community.hubspot.com/u/DylanOMahony)\ **Post date:** [June 25, 2026, 6:13pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/26 "2026-06-25T18:13:59Z")
@CBaun - I stumbled across this ancient thread this morning while pulling my hair out trying to understand dozens of workflows built by somebody else. I know that some of the AI tools can connect to HubSpot’s MCP server and automatically generate the documentation now… before I try to prompt my way to success, any pointers on using Miro or other smart diagramming tools to help here? Thanks! ---
**Author:** ![CBaun](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cbaun/32/12529_2.png) [@CBaun](https://community.hubspot.com/u/CBaun)\ **Post date:** [June 25, 2026, 6:23pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/27 "2026-06-25T18:23:39Z")
Hey @DylanOMahony - I made [this video](https://www.youtube.com/watch?v=42iKEGl2Y3g) (HubSpot Workflows | QA & Visualization Demo) which could be helpful - and definitely check out [Howly](https://ecosystem.hubspot.com/marketplace/listing/howly) which was purpose-built for this exact scenario. Happy to chat more or share a demo! On the MCP angle - HubSpot’s own MCP is really good, but surfacing workflow internals isn’t quite there yet. Howly’s MCP is a nice +1 there - you just point Claude at it and ask about the portal instead of clicking through dozens of workflows one at a time. ---
**Author:** ![DylanOMahony](https://avatars.discourse-cdn.com/v4/letter/d/d07c76/32.png) [@DylanOMahony](https://community.hubspot.com/u/DylanOMahony)\ **Post date:** [June 25, 2026, 6:37pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/28 "2026-06-25T18:37:42Z")
This is outstanding - exactly what I was looking for. I’m knocking Howly around right now, this is going to accelerate my ability to wrap my head around ~70 workflows that I didn’t create myself. ---
**Author:** ![CBaun](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cbaun/32/12529_2.png) [@CBaun](https://community.hubspot.com/u/CBaun)\ **Post date:** [June 25, 2026, 10:48pm UTC](https://community.hubspot.com/t/how-do-you-document-workflows/53098/29 "2026-06-25T22:48:57Z")
Love to hear it! Happy to jump on a call and help you get the most out of it - let me know. [Previous page](https://community.hubspot.com/t/how-do-you-document-workflows/53098.md?page=1)