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Welcome to Flowize

Flowize helps teams create, manage, and monitor automated business workflows from a central workspace.

Use this guide to sign in, understand where you land after signing in, and learn the basic path to start working with your first project.

Before you begin​

Make sure you have:

  • Access to Flowize.
  • An active user account.
  • Permission to open the required organization.
  • The correct organization selected, if you have access to more than one.

If you cannot access Flowize or do not see the organization you need, contact your Flowize administrator or support team.

Start from My Work​

The My Work page is the first page you see after signing in.

Use My Work to quickly return to recent projects, access useful resources, and navigate to the main areas of your workspace.

From My Work, you can:

  • View your latest projects.
  • Open a recent project.
  • Access shortcuts for project-related actions.
  • Review organization insight information.
  • Open links of interest, such as the Knowledge Base, API documentation, or the changelog.
  • Navigate to other areas from the left sidebar.

When a new Flowize version is available​

If you keep Flowize open while a newer version becomes available, a banner appears above the page content with a Reload button.

The banner stays visible as you move between pages. You cannot dismiss it, and it does not disappear automatically. Flowize does not reload automatically, so you can choose when to update.

To load the new version:

  1. Save your work, including any changes in open editors.
  2. Select Reload in the banner.
  3. If an unsaved-changes warning appears, cancel the reload, save your remaining changes, then select Reload again.

Canceling a reload leaves the banner visible. After Flowize successfully reloads to the latest version, the banner disappears unless another newer version is available.

Flowize checks for updates while the browser tab is visible.

If you are new to Flowize, follow this path:

  1. Open your workspace.
  2. Open or create a project.
  3. Create a flow.
  4. Deploy or move the project to the appropriate environment, if required.

Next steps​

Next, learn how the Flowize workspace is organized and how to move between organization-level and project-level areas.

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