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.
Specific workflows
Workflow folders
This is nothing innovative of course but can be easily overlooked - What do you think about this solution?