Skip to main content

Flow Builder Introduction

The Flow Builder is a powerful tool within the Digisquares platform, designed to help users automate workflows in a visual, intuitive, and customizable way. It enables users to create, manage, and organize actions, from simple automation tasks to complex, multi-step workflows. By defining rules, triggers, and conditions, the Flow Builder simplifies repetitive tasks and ensures that operations run smoothly with minimal manual intervention.

With the Flow Builder, businesses can automate a wide range of processes, from data handling to API integrations, making it ideal for companies looking to improve efficiency, reduce human error, and save time.

Key Features of the Flow Builder​

The Flow Builder interface is designed for ease of use and efficiency, with several key features that help users create and manage their workflows effectively:

1. Intuitive UI and Navigation​

The Flow Builder provides a clean, organized dashboard that lists all your workflows in one place. This allows for easy management and quick access to each flow.

  • Builder Name: Every workflow has a unique name, which helps users quickly identify and differentiate between multiple flows.
  • Description: A brief description accompanies each flow, providing clarity on its purpose and actions, which is especially useful for teams managing many workflows.
  • Actions: Easy-to-access quick actions (like view, edit, or delete) allow users to control workflows with a single click.

2. Search and Filtering Capabilities​

As the number of workflows grows, the ability to find specific flows becomes crucial. The Flow Builder includes robust search and filtering options:

  • Search Bar: Users can search for workflows by name, quickly locating specific flows.
  • Category Filters: Filter workflows by category to narrow down results and find specific workflows faster, especially in complex automation setups.

3. Quick Access with the + New Flow Builder Button​

The + New Flow Builder button, located prominently on the page, offers quick access to the workflow creation interface.

  • Dynamic Workflow Creation: The guided creation process allows users to define key actions, triggers, and conditions, ensuring flexibility in building workflows for various business needs.
  • Multiple Trigger Types: Start workflows based on various triggers such as HTTP requests, time-based schedules, or manual user input.

4. Visual Flow Representation​

Once actions and triggers are defined, they are displayed visually in a Flow Diagram. This visual representation shows how each step in the workflow is connected and makes it easy to follow the flow of actions.

  • Action Blocks: Each action is represented as a distinct block, showing the sequential progression of tasks.
  • Connectors: Blocks are connected with lines, offering a clear view of how the workflow progresses.
  • Drag-and-Drop Editor: Users can easily rearrange action blocks with a drag-and-drop interface for real-time adjustments.

5. Workflow Customization​

The Flow Builder offers complete customization for workflows:

  • Custom Actions: In addition to predefined actions, users can create custom actions tailored to specific needs, from simple tasks like sending emails to more complex processes like querying databases.
  • Multiple Triggers and Conditions: Define multiple triggers and conditions to ensure that workflows operate precisely as required. The flexibility of the platform allows for the creation of sophisticated, multi-layered automations.

6. Efficient Workflow Management​

Once workflows are created, managing them is simple and efficient. The Flow Builder Home Page offers a centralized view of all workflows, with quick access to:

  • Edit Existing Flows: Easily adjust or update workflows as business needs change.
  • Duplicate Workflows: Save time by duplicating existing workflows and making slight modifications, rather than building new ones from scratch.
  • Delete Obsolete Flows: Remove outdated or no longer needed workflows to keep the workspace organized.

Enhancing Workflow Automation​

The Flow Builder streamlines business operations by enabling workflow automation at every level. From automating routine tasks to integrating complex systems, it helps businesses achieve:

  • Time Savings: Automating repetitive tasks frees up valuable time for employees to focus on more strategic activities.
  • Operational Consistency: Workflows ensure that tasks are performed consistently, reducing the risk of human error and improving overall quality.
  • Scalability: As business needs grow, workflows can easily be expanded by adding more actions, triggers, and conditions, ensuring that the system evolves with your organization.

Getting Started with the Flow Builder​

Follow these steps to create your first workflow:

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

Once your workflow is created, you can visually track its progress and make adjustments in real-time. Whether automating customer service, processing data, or integrating third-party services, the Flow Builder is your go-to solution for robust, effective automation.

tip

To get the most out of the Flow Builder, explore its customization features. Define your triggers and actions to match your unique needs, ensuring the automation runs efficiently and effectively.