Workflow settings define how an organisation-level workflow is assembled by linking three building blocks:Documentation Index
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- Engage settings
- Custom data group
- Content group
Why this matters
- Ensures workflows produce consistent outputs.
- Makes workflow behavior auditable and repeatable.
- Lets RevOps tune one workflow config without editing every downstream run.
Configuration checklist
- Name and describe each workflow clearly.
- Confirm the linked engage settings are current.
- Confirm content groups map to the intended output types.
- Keep obsolete workflows archived or removed.
Treat workflow settings as system configuration, not one-off experiments. Use naming conventions your team can understand quickly.