Flowingly

Process Intelligence

Gain insights into your Organisation's activity in Flowingly

Process Dashboard

Flow Model Owner

Covers the basics of creating a Database alongside how these can be maintained and managed over time.

Creating & Managing Databases

Re-assigning a Step to Someone Else to Complete

How do I invite users into Flowingly?

Roles have access to different features in Flowingly.

What are user roles & permissions?

Covers the different methods for adding users within Flowingly alongside how to edit user profiles once created.

Add & Manage Users

Understand how to add teams to your Flowingly environment and assign users to them

Create & Manage Teams

Organise how processes are structured and presented to your users.

How do I create & manage categories

Add Custom Roles based on your business requirements

Custom Roles

Library Process Tabs

Using dashboard tiles to quickly view the status of processes started by you and processes published to you.

Filtering your workflow processes by status

Understand how to manage Process Approvals & Process Reviews within Flowingly

Governance

How to unpublish or archive a Process Map, Workflow or SOP

Unpublish a Flow Model

What to expect when your Process Map, Workflow, or SOP gets close to its set review date

Process Review Reminders

Colin Little

Aaran Mercer

Will Dowden

Guidance on setting up your account and business in Flowingly.

Administration

Flowingly BPM

Case Studies

Enterprise

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Terms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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