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
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:
This would be much better:
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
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 automation 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 automation 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's Status in your workflow's Settings tab.