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Start from a pack

A pack is a ready-made application: its workflows, data stores, views, agents and connections, bundled together. Start from a pack when someone has already built the job you need, such as month-end reporting, and adapt it to how you work.

What a pack brings in

  • Workflows, agents, data stores and views, as drafts.
  • Connections without any sign-in details. You connect your own systems.

Nothing from a pack is published, deployed or added to the Workforce sidebar when you install it. You decide what goes live, and when.

Make a pack your own

  1. Install the pack your Flowstate team has made available to you.
  2. Connect each system it uses. See Connect your systems.
  3. Check each workflow’s steps and agents’ instructions against how you work, and change what’s different.
  4. Run the tests, then publish and deploy each workflow. See Publish and deploy a workflow.
  5. Publish the views to the Workforce sidebar for the roles that need them. See Show the work in Workforce.