Clean up workflows and folders

< 1 min read

You can now use Cleanup in Workflow Maps, directly in the Infinity3 Platform, to locate workflows and folders that may need review. Cleanup highlights workflows with default names, workflows with no enrollments in the last 60 days, and empty folders, so you can decide what to keep or remove.

Why it matters

Over time, test automations, unfinished experiments and empty folders can make an account harder to understand and manage. Cleanup gives you a starting point for regular housekeeping, reducing clutter and making it easier to find the automations you rely on.

How to use it

Go to Automation > Workflows > Workflow Maps, then open Cleanup in the left rail. Review the candidates and confirm any deletions. Steps include:

  • Review default workflow names: find workflows whose names may need updating so their purpose is clearer.
  • Review inactive workflows: identify workflows with no enrollments in the last 60 days.
  • Find empty folders: locate folders that may no longer be needed.
  • Inspect each candidate: check the item, its purpose and any dependencies before deciding.
  • Confirm removals: choose items to delete and confirm the action. Deletion follows your access permissions.

Notes and common use cases

A workflow with no recent enrollments may still be needed for seasonal or occasional processes. Cleanup identifies candidates for review, it does not delete items automatically. Always check an item’s purpose and dependencies before removing it. Typical uses include:

  • Cleaning up test workflows after a campaign or experiment.
  • Preparing an account for a client or team handover.
  • Running regular housekeeping across a growing automation setup.

Rebecca Whittaker

Director & Client Experience, Infinity3

Rebecca Whittaker is a director at Infinity3 and plays an important role in the day-to-day running of the business and the experience we provide for our clients. She works closely with businesses throughout their relationship with Infinity3, helping to make sure projects run smoothly and clients get the support they need.

With a strong focus on communication, organisation and customer experience, Rebecca brings a practical perspective to how businesses can build better relationships with their customers. Her writing covers customer experience, communication, business processes and the everyday improvements that can make running a business simpler and more effective.


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