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Automations basics

How to organize workflows into folders and subfolders

Go to Automation › Workflows, click Create Folder, name it and save. To create a subfolder, open the folder and repeat. To move a workflow or folder, use the three-dot menu › Move to Folder, pick the destination and click Move Here.

Updated on

Before you start

  • You need permission to manage workflows in your account (an admin always has it).
  • Plan a simple structure by purpose: for example "Marketing", "Sales", "After-sales", with subfolders per campaign or service inside.
Where to find it

Automation › Workflows › Create Folder

Step by step

Create a folder and a subfolder

  1. Open Automation › Workflows.
  2. Click Create Folder, type the name and click Save.
  3. To create a subfolder, click the folder to open it and repeat: Create Folder, name, Save. The new folder sits inside the previous one.

Move a workflow or a folder

  1. In the list, find the workflow or folder you want to move.
  2. Click the three-dot menu on the right of the row and choose Move to Folder.
  3. In the window that opens, browse to the destination folder and select it (or click New Folder to create one right there).
  4. Click Move Here.

Rename or delete a folder

  1. Click the folder's three-dot menu and choose Rename Folder; type the new name and save.
  2. To delete, choose Delete Folder and confirm. The workflows and subfolders inside aren't deleted: they move up one level.

Tips

  • Avoid more than 2 or 3 folder levels; beyond that, things get harder to find.
  • With many workflows, use the list's search and filters instead of browsing folder by folder.
  • You can restrict who sees or edits each folder through folder permissions: useful for sensitive workflows.
  • To move or delete several workflows at once, use the list's bulk actions.

Common problems

  • I can't move into a folder → You don't have access to the destination folder. Ask an admin to grant you permission or make the move.
  • The workflow disappeared after moving → It's in another folder. Use the list's search with the workflow's name.
  • I deleted a folder and the workflows still show → That's expected: deleting a folder doesn't delete its contents, it just moves them up one level.
  • A teammate can't see the folder → The folder has restricted permissions. Review the folder's or the user's permissions.

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