Automations
Best Practices for Naming and Organizing Automations
Organize your automations in Local Business Pro with clear naming conventions so you can find and manage them easily.
beginner
4 min read
naming
organization
automation
best-practices
Quick Answer: Use descriptive names that include the trigger and action (e.g., 'New Appointment → SMS Alert'). Prefix related automations with the same word to group them in alphabetical lists.
Why Naming Matters
As you create more automations, you need to quickly identify what each one does. Clear names help you find, edit, and troubleshoot automations efficiently.
Naming Best Practices
- Include the trigger: What starts the automation
- Include the action: What the automation does
- Use prefixes for grouping: 'Notification:', 'Follow-up:', 'Lead:'
- Be specific: 'New Lead SMS Alert' not just 'SMS'
- Avoid generic names: 'Test', 'Automation 1', 'New workflow'
Example Naming Patterns
Pattern: [Trigger] → [Action]
- New Appointment → SMS Alert
- Job Complete → Review Request
- Hot Lead → Sales Team Email
Pattern: [Category]: [Description]
- Notification: New Booking Alert
- Follow-up: 24hr Thank You
- Lead: Qualify by Zip Code
Frequently Asked Questions
Q: Can I rename an existing automation?
A: Yes, open it in the Flow Builder and update the name field.
Q: Is there a character limit for names?
A: Keep names under 50 characters for best display in the table view.