Building a flow

Describe it, review it, change it.

Describe what you want

Write the goal in plain words and include who it is for and when it should run. The more specific you are, the closer the first draft.

You can also start from a ready-made workflow on the Workflows page.

Review the draft

Every step is listed in order. Click a step to see exactly what it does, then edit the message, the timing or the condition.

Ask the assistant for changes in the chat, such as "wait one day before the reminder".

Use conditions

Add a condition when different customers need different paths, for example "if the payment is unpaid after 2 days". Conditions read data from your connected tools.