What’s the best way to manage automation across different departments in Zoho?
Managing automation across departments—Sales, Finance, HR, etc.—requires a structured approach:
Use Tags and Naming Conventions: Prefix automation names with department codes (e.g., "HR_LeaveApproval", "FIN_PaymentFollowUp").
Assign Automation Owners: Each workflow or set of workflows should have a responsible person or team to manage changes.
Centralized Change Management: Use a change log or version control tool to track updates, who made them, and why.
Create an Automation Register: A shared document that lists all active automations, including module, trigger, logic summary, owner, and last updated date.
Use Role-Based Access: Make sure team members have access only to automation within their functional domain.
This ensures clarity, accountability, and better coordination across teams using the Zoho ecosystem.
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