serenities AI
Flows/Quick Start

Create Your First Flow

Follow this step-by-step guide to build a working automation in under 5 minutes. No coding required!

Estimated time: 5 minutes

What We'll Build

We'll create a simple flow that runs on a schedule and sends you a test notification. This will teach you the basics of:

  • Creating a new flow
  • Adding a trigger
  • Connecting tools
  • Testing your flow

Step-by-Step Guide

1

Create a New Flow

  1. Go to the Flow Dashboard
  2. Click the "New Flow" button in the top right
  3. Give your flow a name (e.g., "My First Flow")

Tip: Use descriptive names like "Daily Report Generator" or "New Lead Notification" so you can easily find your flows later.

2

Add a Trigger

Every flow needs a trigger - the event that starts your automation.

  1. Click the button on the canvas or right-click to add a node
  2. Select "Trigger" from the menu
  3. Choose "Manual Trigger" for this tutorial
Available Triggers:
  • Manual - Run by clicking a button
  • Schedule - Run at specific times/intervals
  • Webhook - Run when receiving external data
  • Table Event - Run when Base rows change
3

Add a Tool

Now let's add an action - something for your flow to do.

  1. Click the button again
  2. Select "Tool"
  3. Choose an app you've connected (e.g., Google Drive, Gmail)
  4. Select a specific action (e.g., "List Files", "Send Email")

Don't have any apps connected? Go to Apps to connect Google Drive, Gmail, Slack, or other services first.

4

Connect the Nodes

Drag a line from the trigger to the tool to connect them.

  1. Hover over the trigger node - you'll see a small circle on the right side
  2. Click and drag from that circle to the tool node
  3. Release to create the connection

The connection shows the order your nodes will execute. Data flows from left to right through your flow.

5

Configure & Test

Configure your tool's settings and run a test.

  1. Click on the tool node to open its settings panel
  2. Fill in any required fields
  3. Click "Save" in the top right
  4. Click the "Run" button to test your flow

Congratulations!

You've created and run your first flow. The results will appear in the panel below the canvas.

Open Flow EditorContinue Learning
Quick Start - Flows Guide - Serenities