1. Open the flow or actions page From your project, look for the menu or button named Actions, Flows, or Automation. In some versions, the flow page may be accessible from the project dashboard or the sidebar. 2. Click New Flow or Add Flow Find a button with a + icon, or labels such as Create New Flow or New Flow….
What is an automated workflow? It is a sequence of actions that run one after another without manual steps. Typical steps Why use an automated workflow? Simple example You can set up: Tip Start with one simple flow first. Then add more steps as needed.
# Widgets & Actions Widgets are project-level summaries or metrics (e.g., totals, averages) produced by AI processing. Actions are automated tasks or workflows (generate reports, create templates). ## Add a widget 1. From the project dashboard, click **Add Widget** or **Create Widget**. 2. Enter a descriptive name and the variable/description (use available tags and variables)….