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Flow Builder Introduction

The Flow Builder is a central component of the Digisquares platform, designed to help users automate workflows in a visual and intuitive way. It serves as a flexible tool for creating, managing, and organizing actions that range from simple automation tasks to complex, multi-step sequences. By enabling users to define specific rules, triggers, and conditions, the Flow Builder makes it easy to automate repetitive processes and ensure that operations run smoothly with minimal manual effort.

With the Flow Builder, businesses can design workflows that handle a variety of tasks, from handling data input/output to integrating with external systems like APIs or third-party services. This automation platform is ideal for companies looking to save time, reduce human errors, and improve overall efficiency.

Key Features of the Flow Builder​

The Flow Builder interface comes packed with several key features designed to enhance user experience, making it easy to create and manage workflows.

1. Intuitive UI and Navigation​

The Flow Builder interface provides an organized and user-friendly dashboard that lists all your created workflows in one place. Each flow builder is clearly labeled and categorized, allowing users to quickly identify the workflow they need to edit or manage.

  • Builder Name: Every workflow has a unique name, allowing users to quickly differentiate between multiple flows.
  • Description: Each flow comes with a brief but descriptive summary, giving users an understanding of the purpose and actions of the workflow at a glance. This is especially useful for teams managing numerous workflows.
  • Actions: Quick actions (such as view, edit, or delete) are easily accessible next to each flow, giving users immediate control over each workflow without navigating deep into the settings.

2. Search and Filtering Capabilities​

As users create more workflows, managing them becomes increasingly important. The Flow Builder offers robust search and filtering options to help users find the exact flow they need without scrolling through long lists.

  • Search Bar: The search bar at the top allows users to search for workflows by name, making it easy to locate specific flows quickly.
  • Category Filters: Users can filter workflows by category, helping to further narrow down the list when working with complex automation setups or specific departments.

3. + New Flow Builder Button​

Located prominently on the page, the + New Flow Builder button provides quick access to the workflow creation interface. Users can start building a new flow in just a few clicks, defining key actions, triggers, and rules as they go.

  • Dynamic Workflow Creation: The creation process is guided and flexible, allowing users to define workflows that automate anything from data processing to integrating with external APIs.
  • Multiple Trigger Types: Users can start flows based on specific triggers such as an HTTP request, time-based schedules, or manual user input, depending on the needs of the business.

4. Visual Flow Representation​

Once users define the flow’s actions and triggers, they are displayed visually in a Flow Diagram. This visual representation shows how each step in the process is connected and helps users see the flow of actions in an easy-to-understand way.

  • Action Blocks: Every action is represented as a distinct block, showing the progression from one step to the next.
  • Connectors: These blocks are connected with lines, giving users a clear picture of how the workflow will progress from start to finish.
  • Drag-and-Drop Editor: Users can rearrange and edit action blocks easily with a drag-and-drop editor, allowing for real-time adjustments.

5. Workflow Customization​

The Flow Builder allows for full customization of workflows:

  • Custom Actions: Besides predefined actions, users can create and define their own custom actions tailored to specific business needs. These actions can range from simple tasks (like sending an email) to more complex, multi-step processes (like querying a database and processing the results).
  • Multiple Triggers and Conditions: Users can define multiple triggers and conditions to ensure that workflows operate precisely as needed. Whether the trigger is time-based, event-based, or conditional, the flexibility allows for intricate automation.

6. Efficiency in Workflow Management​

Once the workflows are set up, managing them is easy and efficient. The Flow Builder Home Page provides a centralized view of all workflows, offering quick and easy access to each one. Users can:

  • Edit Existing Flows: Adjust or update workflows as business requirements change. The intuitive UI allows for quick edits to actions, triggers, or conditions.
  • Duplicate Workflows: Save time by duplicating existing workflows and making slight adjustments, rather than building new flows from scratch.
  • Delete Obsolete Flows: Remove outdated workflows to keep the dashboard clean and organized.

Enhancing Workflow Automation​

The Flow Builder is designed to streamline business processes, enabling automation at every level. From simplifying day-to-day tasks to managing large-scale operations, the Flow Builder can help businesses achieve:

  • Time Savings: Automating repetitive tasks frees up valuable employee time, allowing them to focus on more strategic and creative tasks.
  • Operational Consistency: Workflows ensure that processes are performed consistently every time, reducing the potential for human error and improving overall quality control.
  • Scalability: As business needs grow, workflows can easily be scaled up by adding more actions, triggers, and conditions, ensuring that the system evolves with your business.

Getting Started with the Flow Builder​

To begin creating your own workflows, simply:

  1. Navigate to the Flow Builder page.
  2. Click on the + New Flow Builder button.
  3. Define the Name, Description, and other details for the workflow.
  4. Set up your triggers and actions through the guided interface.

Once your workflow is created, you can visually monitor its progression and make real-time adjustments. Whether automating customer service requests, processing data, or integrating third-party services, the Flow Builder provides a robust, easy-to-use solution for all your automation needs.

tip

To maximize the potential of the Flow Builder, take advantage of its built-in customization features. Create custom actions, define multiple triggers, and ensure your workflows are as efficient and streamlined as possible.