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Workflow settings define how an organisation-level workflow is assembled by linking three building blocks:
  1. Engage settings
  2. Custom data group
  3. Content group

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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.

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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.