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Quick Guide (<20min)

Core Terminology

Median read time: 01 min 08 sec

Workflows

A workflow is a series of automated steps that move data or tasks between apps, people, or systems to achieve a specific outcome- without manual effort. At doFlo, we specialize in connecting AI tools to build powerful, AI-driven workflows.By dragging and dropping steps onto our canvas and linking them together, you can automate almost any workflow you can imagine. It’s as easy as plotting a flow chart.

Canvas

The canvas is the area where a user creates a workflow. At the bottom, there is a dock that gives you controls to add apps, flow controls, and various other steps in your workflow.This image demonstrates a simple workflow on our canvas:

Apps

Apps are considered to be any third-party app or service that can be authorized and connected to the doFlo platform to use in your workflows. doFlo has over 2,500 apps that are integrated and can be used.

Steps

Steps are joined together to create a workflow. Each step in a workflow is assinged a distinct number to identify it, which is known as the step number. Each step in a workflow is usually an action being executed by doFlo within an app that you’ve authentificated.Steps are generally described as either a trigger or action, but can even be a workflow. Yes, you can have workflows within workflows. But for now, let’s keep it simple.

Triggers

A trigger is a type of step that kick-starts a workflow when a specified condition is met. They are usually at the very start of a workflow and are followed by tasks. You can also test the workflow with the start button in the bottom bar.You may have multiple triggers in a single workflow.

Actions

An action is an instruction carried out by doFlo within an app that the user has authenticated.

Step Inputs & Outputs

Step can have multiple inputs and multipe outputs, as shown below. Here, we can see two outputs coming out of a condition step, and two inputs going into the update page step.To connect together your steps into a workflow, you must use links. These are simply the lines that join up your steps and dictate the flow of your workflow.

Templates

Templates are workflow blueprints that can be shared with the doFlo community.