Getting a process out of someone’s head and onto paper (or into Flowingly) has always been the hard part.

Not because nobody wants to document things – because writing it all up, step by step, after you’ve already done it, is genuinely tedious.

We’ve just made that a lot easier. Three ways, actually.

Creation Hub

Before, creating something meant landing straight in a blank builder for that specific product. You could upload things to get started, but it was never quite clear what your options actually were.

Now, hit + New, choose what you’re building – SOP, Process Map, or Workflow Automation – and land on a clear builder page with every input laid out. Build it manually. Record it. Upload a video. Or generate it from text, an image, or a spreadsheet.

We’ve also removed the scattered creation buttons from the Library and app headers, so wherever you are, + New is the one place to start.

Desktop recording

The new desktop recorder captures your full screen (not just your browser) along with your voice.

Talk through what you’re doing as you do it, and Flowingly turns your walkthrough into a documented process or workflow.

Generate from video

Already have a video? Upload it. Where supported, Flowingly can use it to generate an SOP, Process Map, or Workflow – no need to record it all over again.

Why it matters

Most processes don’t make it into Flowingly because getting started feels like its own job. You’ve got to remember which button to click, then sit down and write everything up from scratch.

Creation Hub takes that friction out from both ends: one obvious place to start, and two ways to get there without typing a single step.

How to get started

1. Click + New at the top of the screen.
2. Choose what you’re building: SOP, Process Map, or Workflow Automation.
3. To record instead of write, select the desktop recorder and talk through your process as you go.
4. To use an existing video, upload it and let Flowingly generate the content — where supported.
5. Review, refine, and publish.

Next time you need to document something, skip the blank page. Hit + New and start talking.

Building a workflow often involves a bit of trial and error. 

You tweak a form. Adjust some logic. Add a new step. Then comes the question: 

“Does this actually work the way I expect?” 

Now you can find out before publishing, with a new way to test your workflow directly in Flowingly’s modeler. 

What’s new

We’ve introduced workflow testing, a new feature that lets you run through your workflows before pushing them live. 

While editing a workflow in modeler, simply click test to launch an interactive version of your process in a separate browser tab. 

You can: 

• Complete steps as an end user would 
• Test conditional logic and routing 
• Check assignments and workflow behaviour 
• Restart and run through the process again 
• Validate changes before publishing

Testing happens separately from your published workflow, so you can experiment safely without affecting your live process. 

Why it matters

Making workflow changes should feel confident, not risky. 

Whether you’re building something new or updating an existing process, it’s helpful to see exactly how everything behaves before releasing it to your team. 

Instead of creating temporary “test” workflows or duplicate copies just to check your changes, you can now test safely within Modeler. It’s also a great way to build and refine workflows ahead of rolling Flowingly out to your wider organisation or for training end users on how to complete workflows.

How to get started

1. Open a workflow draft in modeler. 
2. Click test in the top-right corner. 
3. Step through the workflow and complete forms as a user would. 
4. Verify logic, routing, and workflow behaviour. 
5. Make any updates needed and test again. 

Ready to take your workflow for a test drive? Open a workflow draft and click test to see your process in action before it goes live. 

There are a lot of processes that live in: 

• someone’s head  
• an old spreadsheet  
• a half-finished document  
• or “just follow how Steve does it” 
  

Getting those into Flowingly used to take a bit of setup. 

Now AI can give you a proper head start. 

What’s new

We’ve introduced our new AI Workflow Builder. 

Instead of manually building every step, you can describe how the process works – and Flowingly will draft the workflow for you and give you a solid starting point you can actually work from. 

Why it matters

Most processes don’t make it into systems because the setup feels like a job in itself. 

You sit down to build it properly…
Then realise you need to: 

• structure it  
• name everything  
• figure out the right order  
• decide what matters and what doesn’t 

So you put it off. 

And the process stays where it started – in your head, or scattered across a few tools. 

How to get started

From there, you’ve got a few ways to generate your workflow: 

• Start with a written prompt  
• Upload existing documentation for the AI to work from  
• Or use a mix of both!

How to get the best results

You don’t need to write the “perfect” prompt. Just explain it like you would to a new employee. 

Clear. Simple. Nothing assumed. 

A few things that help: 

• Start with the trigger 
  “This kicks off when a request comes in via email…”  

• Mention who’s involved 
  “First finance reviews it, then it goes to the manager…”  

• Call out decisions and the different paths
  “If it’s over $5k, it needs approval. If not, it goes straight through…”  

• Add as much detail as you can 
  The more context the AI has, the better the draft tends to be.  

Use existing documents or process knowledge 

You can also upload existing process documentation to help generate the workflow. 

This helps Flowingly stay closer to the process you already have – instead of starting completely from scratch. 

Supported file types: 

• • CSV  
  • Images (GIF, HEIC, JPG, JPEG, PNG, WEBP)  
  • Text files (MD, TXT) 

If you upload files, the information in the details tab still helps guide the AI toward a better result. 

What the output looks like 

Flowingly will take a few seconds to generate the workflow draft. 

Once it’s ready, you’ll have: 

• Steps and approvals  
• Decision paths  
• Basic form fields and dropdowns  
• Instructions added to each step for review and refinement 

The goal isn’t perfection on the first pass.

It’s getting you 80% of the way there without having to build the whole thing manually. 

A quick note on what it does and doesn’t do

This is about getting a workflow structure in place quickly. 

It will:

• Create steps and approvals
• Add basic form fields and dropdowns
• Set up decision paths

It won’t currently:

• Generate custom emails
• Create public forms

Get building!

If you’ve been meaning to “get that process into Flowingly” for a while… this makes it a lot less of a mission.

We’re currently rolling this feature out globally. If you’d prefer to opt out, just get in touch with your Customer Success Manager or email customersuccess@flowingly.net.