Naming conventions are a common problem inside of HubSpot, or any platform really. I've found a somewhat easy solution that works for me and a lot of my clients.
It goes something like this for most areas of HubSpot:
Type - Object - Description
For example I have workflows like the following:
-
- Data - Company - Copy Associated Company ID to Contacts
- TOF - Contact - Welcome Series
- BOF - Contact - Abandoned Cart
- Notification - Contact - New Website Leads to Slack
So you can see there's a few options there. Is it a Notification like an email alert? Or a top of funnel email drip?
For more complex workflows where there are emails, notifications, etc. Simply sum it up to the best of your ability and always, always, use folders to stay organized!