Create a Flow

Only users with the Account Admin role can create a flow.

Before you begin

Before you create your first flow, read the Flow Automations Components Overview and Flow Canvas Overview to learn about the different parts of a flow and how to use the editor.

Before activating your flow, make sure you read and understand the Flow Activation Examples.

Consider the following information in advance:

• Which content source the flow should work with

• What data from the content source the flow should process

• What the flow should achieve (the outcome of the actions)

Steps:

1. From Automation → Flow Automations, click Create flow.
   A setup window appears.

2. Name your flow and add a description that allows other users on your team to identify what it does.

3. Select the content source. The source cannot be changed after you create the flow.

   • Community messages

   • Care cases

4. Click Create flow.
   The flow opens to the canvas editor.