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Editing Workflows Safely

Editing workflows can change system behavior immediately. Proceed carefully.

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Written by John Falomo
Updated over a week ago

Before Editing Any Workflow

Ask yourself:

  • Do I understand what this workflow does?

  • Do I understand when it runs?

  • Do I understand what contacts are affected?

If the answer is no, stop and ask Emmi.


Safe Changes

Generally safe:

  • Renaming a workflow

  • Turning a workflow on or off (with support guidance)


Risky Changes

Avoid:

  • Changing triggers

  • Removing actions

  • Editing conditions

  • Adding new steps without understanding impact

These changes can break system logic.


Strong Recommendation

If you want to change automation behavior:

  • Describe what you want to achieve

  • Ask Emmi for guidance

  • Let support confirm the correct approach

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