Mar 14, 202210:37 AM - edited Mar 14, 202210:40 AM
Contributor | Diamond Partner
How do you document workflows?
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work.
However, without good documentation, workflows quickly become a black hole of confusion and wasted time trying to figure out why something is happening (or not!).
The solution? Documentation.
How do you document workflows? Here are the core things I believe every workflow needs documented (what would you add?) :
Link to workflow
Change control notes (if workflow is affected by external changes)
Triggers
Workflow settings / goal criteria
Business goal / objective solved by workflow
Expected outcome(s)
Properties set
Dependencies with other workflows
Internal email / tasks sent
Core logic defined by each workflow step
And, just as important - how do you keep your workflow documentation up to date?
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Administrator , our external marketing team and a backup in our IT department. I can then give rights as needed to edit workflows if I am out, but otherwise it is just me and our outside marketing team. It still gets a little tricky as I have a system I use and the marketing team has a different process, but it is a HUGE step in the right directly.