Creating and running your first Flow in Slipstream is super simple, and once you get the hang of it, you’ll be automating tasks like a pro. First, head over to "Flow Builder" in the left sidebar. If your sidebar is collapsed, you can click on the Slipstream icon in the top of the sidebar to re-expand it.
Now, let’s click on "Build a New Flow" to start.
Give your flow a name and let’s enable "Build using AI" to get a head start. In the prompt, you can give it some details about your Flow.
Hit “Get started with AI” to generate a preview of your Flow. It’s okay if it doesn’t have all the details, you’ll get a chance to add those in the next step!
Once you're happy with the results, hit "Start Building" to dive in.
Now it’s time to set up your steps! In the Flow Builder, you’ll see a structured list where you can add steps to your workflow. Need to tweak something? No problem, just click on a step to edit it.
You can format text, insert links, and fine-tune everything until it looks just right. Now, let’s hit “Back” in the top right corner, and navigate to the “View external site”. If your flow doesn’t include an external step, you can add a new step and select the external link type like shown below
Now, at the “View external site” step, let’s try pasting the URL of another service or site.
Once your Flow is built, it’s time to make it official. Click "Publish" in the top right corner, review the details, and confirm.
Now, your Flow is live and ready to use!
To find it, let’s click on the "Run a Flow" button in the top of the left sidebar.
Here, you can search for any of the Flows in your organization and decide whether to "Run Flow for Me" or "Run Flow for Others", whichever suits your needs. Let’s click on “Run Flow for Me” for this test run.
Running a Flow is simple, as well. Once your Flow has been started, you’ll see each step laid out in order, guiding you through the process. Now, you can start filling out the steps that you laid out previously.
For the external step, you should be able to see your external site embedded, if it allows for embeds.
Finally, you can fill out the Customer feedback form that we specified with the Multi-line text step.
Once you’ve filled out the final step, congrats! You’ve configured and run your own Flow in Slipstream!
If you’d like to learn more, consider checking out the View past Flows tutorial!
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