Discussions
How to Optimize Workflow Automations in Connecteam for Multi-Department Teams?
1 day ago by Ed Goodwin
Hey everyone,
I’ve been using Connecteam to manage different departments in our organization (HR, Sales, and Operations), and I’m currently working on improving our workflow automations. I’ve set up a few automated tasks and form responses, but things start getting messy when multiple departments overlap — especially when two automations trigger the same action or notification.
Has anyone here found an effective way to structure or prioritize workflow automations in Connecteam so they don’t conflict? Are there best practices for naming conventions, using tags, or separating automations per department while still keeping visibility across teams?
Any insights or examples from your setup would be really helpful. Thanks in advance!