Workflow naming and versioning conventions help the team know which workflow is what, which version is running, and who edited when — when there are dozens of workflows, random names and mixed versions are confusing. Zenify recorded a 35% reduction in processing time (approved).
TL;DR
- Clear name = immediately know what the workflow does.
- Version = know which version is running.
- Change note = who changed it, why.
- Check for derelict and duplicate workflows.
- Small conventions, less messy teams.
Why do we need a naming convention?
Many workflows, named "test", "copy", "new" → don't know which one is being used.
Agent does not know which workflow processes which messages.
Difficult to measure — not knowing which workflow runs what.
Workflow naming convention
Suggested structure: [Channel] - [Purpose] - [Stage] - [vX]
Name example | Meaning
FB - Welcome - Home - v1 | Facebook, greeting guests from the home page
Web - Remove cart prompt - Flashsale - v2 | Web, cart reminder for flash sale season
Zalo - Customer Service - Complaints - v1 | Zalo, handling complaints
Conventions help: find quickly, know the range, know which version.
Quy ước version
Rules | Explanation
The main version is the latest | Disable the old version immediately
Increase version when editing | v1 → v2 — know there is a change
Change Notes | "Change the sending time to 9:00 a.m. → 8:00 p.m. because of golden hour"
Do not directly edit the running version | Create a new version, test it, then activate
Manage active workflows
Jobs | Frequency
Review running workflow | Monthly
Delete unused workflows | Monthly
Check for duplicate triggers | Monthly (see Trigger)
Change Notes | Each edit
Identify the person in charge | Once + when redeemed
Chống trùng lặp workflow
Before creating a new one: Find out if there is already a similar workflow.
One trigger - one workflow: Avoid two workflows with the same trigger (see Trigger automation).
Updated workflow list: the team sees an overview.
How to implement the convention
Write a brief convention: name, version, notes.
Rename current workflow according to standards.
Assign a workflow manager.
Monthly review.
Measure: number of workflows, number of duplicates.