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