Best Practices with Mesa

Once you create your desired workflows, there are a few best practices that would be beneficial to follow.

  • Adjust workflow's Title and Description
  • Adjust the title of each Step
  • Test the workflow
  • Enable workflow's Logging setting
  • Enable Failure Notifications
  • Utilize the Time Saved Feature
  • Enable the workflow
  • Adjust workflow's Title and Description

    Context can be crucial if other members of your team are looking at Workflows created in the past. The following title does not give much context to the function of the workflow. 

    You can click the Pencil icon to the right of the default title to make changes.

    This is a much better title and description!

    Adjust the title of each Step

    Adjusting the title of each step will make more clear the need and purpose of each step.  This workflow is unclear without digging into the details of each step.

    You can edit the step's name by clicking on the Pencil icon next to the title.

    This is much more clear!

    Test the workflow

    Testing the workflow is crucial before enabling it. Testing will give you confidence that the workflow will work as desired. Here are some instructions on how to test: Testing a Workflow.

    Enable workflow's Logging setting

    Enabling the Logging setting on the workflow will help you monitor the Actions of the workflow as it executes. When enabled, your Logs will show more granular details on each action. 

    You can enable Logging in your workflow's Settings tab.

    Enable Failure Notifications

    Enabling this feature will send an email to the specified email address when the workflow fails. Failure can occur for multiple reasons and the Logs will give more details on each failure.  

    You can enable Notifications in your workflow's Settings tab

    Utilize the Time Saved Feature

    This feature allows you to set a Time Saved setting. This is a nice way to track how useful Mesa is for you.

    Let's imagine a Google Sheets workflow saves me an average of 3 minutes each time the workflow runs. If my store receives 1,000 orders in a month, this workflow would save me 3,000 minutes. That's 50 hours of time saved that month!

    You can find the Time Saved feature in your workflow's Settings tab

    Enable the workflow

    The most important step to do is enable the workflow. Let Mesa do its job and make your life easier.

    You can enable the workflow by clicking the Enable button to the right of the title or click under Status in your workflow's Settings tab.