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Apr 10, 2023

A flow is an automated, digital step-by-step process that ensures people gets things done right, the first time. Following the flow is what enables you to have predictable and consistent results.

Examples of flows include:

  • Onboarding a new customer
  • Coordinating installations between customers and installers
  • Requesting and approving a timesheet for invoicing
  • Planning an event
  • Onboarding new-hires or contractors

Build a flow

Ready to build a flow? Just hover over the Flows icon in the left navigation and click Build Flow in the pop-out menu to get started.

This will create a blank flow that you can start customizing:

Be sure to review our best practices for flows as you customize your flows.

After you've built a flow, you can find it on the Flows screen.

Download a flow template

Check out our templates, so you don't have to build from scratch! There are 2 ways for you to download pre-built flow templates:

Kick-off a flow

Once you have a flow built in Pipeline, there are 4 ways to kick-off a flow to create an Ask:

Best Practices

Flow Overview 

The flow overview is where you can describe your flow thoroughly so others know when and how to use it!

  • Give the details that will help your audience understand the purpose of the flow (and help save time spend on answering common questions)
  • Recommended: In order for expenses to be reimbursed, you must upload copies of receipts. Reimbursements are typically paid via payroll. Valid expenses include: 
    • Conferences 
    • Lodging
    • Meals
    • Transportation
  • Not Recommended Use this flow for reimbursement requests

Add flows to a category so they can easily be found and used by other team members

  • Adding your flow to a category will place your flow into one of the groups on the Create Ask Page
  • The flow needs to be made Live and Public before you can add it to a category 
    • Enabling the Live toggle will take your flow out of draft mode, and make this the version that a flow that Asks will be created from
    • Enabling the Public toggle will make your flow accessible from the Create Ask Page


Next Steps

View How-To »

Learn how to add and customize steps and step groups.

View How-To »

Learn how to add and customize forms in your flows.

View How-To »

Learn how to automate your flows using rules and triggers.