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Building your first workflow

A workflow is a reusable checklist template — the thing you build once and run many times.

1
Tap +

From the Home screen, tap the + button in the top-right header.

2
Name it

Give it a short, specific name — e.g. "Pre-shift truck inspection". As you type, Flows may offer an AI suggestion: a description and a starting set of steps based on the title alone. Use it, or dismiss it and write your own.

3
Add steps

Type each step and tap Add step. Reorder with the up/down arrows, remove any with the trash icon. Or describe the whole workflow in the AI assist box and tap Generate steps — see AI assist for what that sends and what it doesn't.

4
Add a description (optional)

A short description shows on the workflow's workspace page — useful context for anyone else who runs it.

5
Save

Tap Save. You land on the workflow's workspace, ready to run it.

Editing later​

Open the workflow's workspace and tap Edit (only the owner, or an organization admin for a shared workflow, sees this). Existing steps keep their identity when you reorder or edit their text, which matters because a step's history (previous comments, flags) is tied to that identity, not its position in the list.

Sharing with your organization​

A personal workflow is visible only to you. To share it with your organization, see Sharing a workflow.

Free-plan accounts can own up to a limited number of personal workflows; creating another past that limit opens the FLARE PRO gate. See FLARE PRO.