cleanup-workflows

# Cleanup Workflows Audit HubSpot workflows to remove dead weight. Unused workflows clutter the automation dashboard and make it harder to understand what is actually running. ## Prerequisites - HubSpot API token in `.env` - Python with `hubspot-api-client` installed via `uv` - Note: The Workflows API may return 403 on some plan tiers. If so, audit manually in HubSpot UI under Automation > Workflows. ## Step-by-Step Instructions ### Stage 1: Before — Inventory All Workflows Pull all workflows. The Automation API endpoint for workflows: ```python import requests headers = {"Authorization": f"Bearer {os.getenv('HUBSPOT_API_TOKEN')}"} response = requests.get( "https://api.hubapi.com/automation/v4/flows", headers=headers, params={"limit": 100} ) workflows = response.json() ``` For each workflow, record: ID, name, enabled status, type, enrollment count, created date, last updated date. ### Stage 2: Execute — Identify Candidates for Deletion Flag workflows matching any of these criteria: 1. **Turned off** for 90+ days with no plans to reactivate 2. **Zero enrollments** ever (likely test or abandoned drafts) 3. **Test workflows** (names containing "test", "temp", "copy of", "draft") 4. **Superseded workflows** replaced by newer versions 5. **Error state** workflows that have been failing consistently Before deleting, check: - Does the workflow feed into another workflow (via enrollment trigger)? - Does the workflow set properties that other workflows depend on? - Is there any documentation referencing this workflow? ### Stage 3: After — Delete and Document 1. Turn off workflows first, wait one week, then delete if no issues arise. 2. Document deleted workflows in a cleanup log (name, purpose, reason for deletion). 3. Notify workflow owners before deletion. ### Stage 4: Rollback - Deleted workflows cannot be restored. - Before deleting, screenshot or document the workflow logic (triggers, actions, branches) so it can be recreated if needed. - HubSpot retains workflow activity history on contact records even after the workflow is deleted. ## Tips - Use folders in the workflows dashboard to organize by team, purpose, or status. - Prefix draft/test workflows with "[TEST]" so they are easy to identify later. - Review workflows quarterly as part of the database cleanup routine.