Your First Process

Create a new process

Click Create Process in the sidebar. You’ll have two options:

• Start from scratch — Enter a title and optional description, then build your process manually.
• Use AI to create — Describe what your process should do and AI will generate a complete process with tasks, sections, and form fields.

Add tasks

Once your process is created, you’ll be in the process editor. Click Add Task to create your first task. Each task represents a step in your process.

You can add form elements to tasks — text fields, dropdowns, file uploads, checkboxes, and more. These are the fields that people will fill in when running your process.

Organise with sections

Group related tasks into sections to keep things organised. Sections are collapsible and can be colour-coded to make your process easy to follow.

Preview your process

Click Preview in the top right to simulate running your process. This lets you test the flow without creating a real instance.

Publish your process

When you’re happy with your process, click Publish. This makes it available to run and share with others.

Run your process

Click Run Process in the sidebar, select your published process, and start a new instance. You can also share the run link with others or send invitations via email.