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As your workflow library grows, organization becomes essential. Use folders, tags, categories, and search to keep workflows discoverable and manageable. Optionally, disable and delete workflows as needed.

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Workflow Categories

The sidebar automatically organizes workflows into categories:

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Built-in categories

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Application categories

Workflows are automatically grouped by the applications they interact with. For example:
  • AWS - Workflows using AWS integrations
  • GitHub - Workflows using GitHub integrations
  • Google Workspace - Workflows using Google integrations
  • Okta - Workflows using Okta integrations
  • Slack - Workflows using Slack integrations
  • (and more based on your connected apps)

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Folders

Folders are manual, nestable containers for grouping related workflows, similar to Serval’s automatic categories and custom tags. However, unlike categories and tags, folders give you a hierarchy you arrange yourself. Create folders by team, use case, or product area. For example, keep separate folders for onboarding, offboarding, and device provisioning. You choose a folder when you install or duplicate a workflow, and you can move workflows between folders. You can nest folders, and they can hold both guidance and workflows.

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Tags

Tags let you create custom categories for workflows. Unlike automatic categories, tags are fully customizable.

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Creating tags

1

Open the tags section

In the workflow sidebar, find the Tags section
2

Click add (+)

Click the add button next to Tags
3

Create new tag

Select “Create Tag” from the menu
4

Configure the tag

  • Enter a name for the tag
  • Choose a color (helps visual identification)
5

Save

The tag is now available to assign to workflows

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Assigning tags to workflows

1

Select workflows

Open the tag management from the sidebar
2

Choose tag

Select an existing tag or create a new one
3

Add workflows

Select which workflows should have this tag
4

Save

The workflows are now tagged and filterable

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Managing tags

Edit a tag:
  1. Hover over the tag in the sidebar
  2. Click the menu icon (…)
  3. Select “Edit”
  4. Update name or color
  5. Save changes
Delete a tag:
  1. Hover over the tag in the sidebar
  2. Click the menu icon (…)
  3. Select “Delete”
  4. Confirm deletion
Deleting a tag removes it from all workflows but doesn’t delete the workflows themselves.

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Tag ideas

Use search to quickly find workflows by name or description.
  1. Click in the search field at the top of the workflow list
  2. Type your search term
  3. Results filter in real-time
  4. Click a workflow to open it

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Search tips

  • Partial matches - Search finds partial matches in names
  • Descriptions - Search also matches workflow descriptions
  • Combine with filters - Search works within the selected category
Use descriptive workflow names to make search more effective. “Create Google Workspace User” is more searchable than “User Setup v2”.

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Filtering

Combine categories, tags, and search for precise filtering:
  1. Select a category - Start with a built-in category or app
  2. Apply tags - Further filter by your custom tags
  3. Search - Narrow down with text search
Example: Find all scheduled AWS workflows related to security:
  1. Click Scheduled category
  2. Click AWS to filter by app
  3. Click Security tag
  4. Search for “audit” if needed

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Best Practices

Use descriptive names

Name workflows clearly: “Weekly Security Audit Report” not “Report v3”

Add descriptions

Write descriptions explaining what the workflow does and when to use it

Tag consistently

Establish tag conventions and apply them consistently across workflows

Clean up unused workflows

Disable or delete workflows that are no longer needed

Review periodically

Regularly review your workflow library to keep it organized

Limit tag proliferation

Use a small set of meaningful tags rather than many specific ones

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Organization at Scale

As your workflow count grows:

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Naming conventions

Establish patterns for workflow names:
  • [Team] - [Action] - [Target]
  • [App] - [Operation]
  • [Frequency] [Action] Report
Examples:
  • “IT - Create User - Google Workspace”
  • “GitHub - Add to Repository”
  • “Weekly Security Audit Report”

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Tag taxonomy

Create a tag hierarchy:
  • By function: Onboarding, Offboarding, Security, Reports
  • By audience: Self-service, Admin-only, Internal
  • By priority: Critical, Standard, Low-priority

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Team structure

Consider how teams map to workflow ownership:
  • IT team - User management, access workflows
  • Security team - Audit and compliance workflows
  • Engineering - Developer tooling workflows
  • HR - People operations workflows

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FAQs

Yes. Assign as many tags as relevant to a workflow. The workflow appears in each tag’s filter.
No. Tags are team-specific. Each team manages its own tag taxonomy.
Currently, tags are assigned individually. For bulk operations, use the tag edit dialog to add/remove workflows from a tag.
Click “All” in the sidebar to see every workflow in the team, regardless of category or tag.
Disabled workflows appear in the “Disabled” category. They’re not hidden from search or “All” view.