Guides
Create your first flow
Start on Home, then describe your flow to Copilot or build it by hand. You can also start from a template.
Your flows on Home
Home lists every flow your team has. Each card shows the name of the flow and the icons of the systems it uses. The toggle on the card says whether the flow is on, and Show only active hides the rest.
Build it step by step
Follow the steps below, or click a time to play that part of the video.
- Start from Home. Click Create my Own, then pick how you want to build: describe it to Copilot, or build it by hand.
- Build with Copilot. Tell Copilot what you need in plain English, like “When a HubSpot deal closes, create the invoice in QuickBooks.” Copilot adds the steps, links them and names each one.
- Or build it by hand. Click +, pick an app and drag it onto the canvas. Every step stays editable: click one to check its settings. See how to set up a step.
- Link the last step. Connect the last step, and the flow is complete.
Start from a template
Prefer a flow that is already built? Pick one of the ready-made flows on Home, click Use, then Customize in Editor. It opens on the canvas, and you change what you need.
What Copilot does
After building, Copilot lists what it could not finish, for example an account that still needs to be connected. Read that list: what it builds is a draft, and a normal flow you can edit by hand. You can also open Copilot anytime with the star icon above the canvas, to change a flow that already exists, like swapping a Slack message for an email.
Name the flow first. A name like “Salesforce Lead Discount Approval” tells the rest of the team what it does, long after you built it.
Agree who edits a flow. If the flow is active, each edit becomes a new version. If it is inactive, one person’s edits overwrite the other’s.
Next
Test your flow before it goes live: Test and activate.