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Tips to optimize your workflows

At Datamorf, there are some best practices that helps you manage efficiently your workflow and improve communication between members of your team.

  • Group workflows by projects.
    Organize your workflows according to specific projects, clients, or departments. This structure helps your team quickly locate relevant automations and maintain separation between unrelated processes.

  • Utilize tags.
    Use descriptive tags to categorize workflows by type, function, or goal, for example, “CRM Sync,” “Data Enrichment,” or “Reporting.” Tags make filtering and searching workflows much easier, especially as your automation library expands.

  • Filter your workflows.
    Datamorf allows you to filter workflows by phases: production, development, testing, deprecated. This filters are independent of the workflow state; active or pause; but it helps you to keep your workspace organized.

  • Give clear transformation names and groups.
    Within workflows, name each transformation and group logically. Instead of generic names like “Transform 1,” use descriptive titles such as “Normalize Company Name” or “Format Date.” Group related transformations together, such as “Contact Data” or “AI Results,” to make workflows easier to understand for both you and your teammates.

These small but effective organizational habits will help your team communicate better, troubleshoot faster, and scale your automation system confidently as new workflows and users are added.

The Playground in Datamorf is a safe, interactive testing environment that allows you to experiment with your workflows before going live. It’s designed for precision, letting you preview how your triggers, transformations, and data mappings behave in real time, without consuming workflow runs or affecting your live integrations. You can access it inside of each workflow, clicking on the playground button on the lower left corner of your screen.

What the Playground Does

The Playground allows you to preload sample data; either new or taken from previous workflow run; and view the outcome of your computations step by step. The interface displays results in a table format, where each row represents an input dataset (such as a single event or record) and each column corresponds to a computed field or transformation.

You can:

  • Test individual transformations or entire workflows.

  • Compare multiple input payloads at once.

  • Instantly see how changes to a transformation, condition, or mapping affect results.

  • Ensure your workflow logic behaves as expected before connecting it to live systems.

The Playground can store up to 15 data samples. If new ones are added, the oldest are automatically replaced. Importantly, running Playground tests does not consume workflow credits, making it the ideal space for testing and experimentation.

However, note that while the Fetch and Transform layers execute fully (and may consume credits from external APIs or enrichment services), the Destination layer is not executed, meaning no data will be sent out to external platforms during tests.

How to Use the Playground
  1. Open the workflow you want to test and navigate to the Playground tab on the lower left corner of your screen.

  2. Load test data manually or import data from a previous workflow run.

  3. Select which transformations or computations you want to execute — you can run one cell, one row, one column, or all at once.

  4. Review the resulting outputs directly in the table.

  5. Adjust your logic, prompts, or mapping fields based on what you observe.

The Playground gives you complete visibility over how your data evolves through each stage of the workflow — which is especially valuable when building complex automations or AI-powered transformations.

The Playground in Datamorf is a safe, interactive testing environment that allows you to experiment with your workflows before going live. It’s designed for precision, letting you preview how your triggers, transformations, and data mappings behave in real time, without consuming workflow runs or affecting your live integrations. You can access it inside of each workflow, clicking on the playground button on the lower left corner of your screen.

What the Playground Does

The Playground allows you to preload sample data; either new or taken from previous workflow run; and view the outcome of your computations step by step. The interface displays results in a table format, where each row represents an input dataset (such as a single event or record) and each column corresponds to a computed field or transformation.

You can:

  • Test individual transformations or entire workflows.

  • Compare multiple input payloads at once.

  • Instantly see how changes to a transformation, condition, or mapping affect results.

  • Ensure your workflow logic behaves as expected before connecting it to live systems.

The Playground can store up to 15 data samples. If new ones are added, the oldest are automatically replaced. Importantly, running Playground tests does not consume workflow credits, making it the ideal space for testing and experimentation.

However, note that while the Fetch and Transform layers execute fully (and may consume credits from external APIs or enrichment services), the Destination layer is not executed, meaning no data will be sent out to external platforms during tests.

How to Use the Playground
  1. Open the workflow you want to test and navigate to the Playground tab on the lower left corner of your screen.

  2. Load test data manually or import data from a previous workflow run.

  3. Select which transformations or computations you want to execute — you can run one cell, one row, one column, or all at once.

  4. Review the resulting outputs directly in the table.

  5. Adjust your logic, prompts, or mapping fields based on what you observe.

The Playground gives you complete visibility over how your data evolves through each stage of the workflow — which is especially valuable when building complex automations or AI-powered transformations.