Redesigning New Relic's workflow management
We uplifted the workflow designer to make every step transparent and every decision visible.
  • Role
    Designer in team of 3 designers + managing legacy from previous designers + cooperation with design system team
  • Duration
    6 months
  • Platform
    Web, B2B SaaS
The problem
Workflows in New Relic control how alerts are routed — which team gets notified, through which channel, and when. For DevOps teams, getting this right is critical. A misconfigured workflow means missed alerts or notification floods.
The existing editor had two problems:
  • Users didn't know what would happen after saving
    There was no way to preview the outcome of a workflow before it went live. Teams had to save, wait, and hope the alert landed in the right place.
  • Filters and form fields were opaque
    Users couldn't tell how filter logic worked or what a given field actually controlled. This led to trial-and-error configuration — risky in a production alerting system.
Approach
"Can the user predict what will happen next?"
I worked from product requirements and domain knowledge, translating each pain point into a design principle. Throughout the process I collaborated with the design system team to ensure new components stayed consistent with the broader platform.

The core question for every decision was: can the user predict what will happen next? And if not, is the information about it reachable from the UI?

Key decisions
  • Step-by-step configuration flow
    Workflow configuration involves multiple independent decisions: filters, destinations, notification logic. Instead of a single long form, we broke this into sequential steps. Each step has one clear job, which reduces cognitive load and makes it harder to skip something important by accident.
  • Live notification preview
    The biggest source of uncertainty was the destination step: what will the Slack message actually look like? I added a live preview that updates as users configure their notification settings. This directly addresses the "save and hope" problem — users can verify the output before anything goes live.
  • Inline field explanations
    Filter logic in alerting tools is genuinely complex — terms like "enrichment" or "muting rules" aren't self-explanatory. I added contextual descriptions directly inside the form, visible without any extra click. This makes the form readable for users who are configuring a workflow for the first time, without slowing down those who already know what they're doing.
  • Team-level entry point
    In New Relic, each team has a central hub page: a single place that brings together everything relevant to that team. Workflows live there too. This meant the workflow summary wasn't a standalone screen dropped into a global menu, but a natural part of how teams already navigate the product. Users arrive at their workflows in context, alongside the alerts and entities they're already managing.
Outcome
The redesign shipped to production. It gives users enough context to make confident decisions without requiring expert knowledge of the alerting system.
List of workflows
Configure workflow
Step-by-step interface for defining how alerts are processed
Destination channels
Destination channels let users choose where alerts should be sent once a workflow is triggered. Options include Slack, PagerDuty, webhooks, and other integrations