Best Practices

Set Titles & DescriptionsGive MESA workflows and individual steps clear titles and descriptions so teammates, and your future self, can tell at a glance what each automation does.

Organizing WorkflowsKeep a growing MESA dashboard tidy by sorting workflows into groups so your automations are easier to find, review and manage as your store scales.

Track Time SavedSet a Time Saved metric on a MESA workflow to show how many hours your automations save your team each month, with a worked order export example.

Enable Failure NotificationsTurn on MESA failure notifications and add team email addresses so you hear about workflow errors quickly and can troubleshoot them using the Logs.

Avoid Infinite LoopsLearn how bi-directional syncs and Update triggers in MESA can cause infinite loops, and how to design workflows that avoid flooding your queue.