Flows

Start from a shape

You never have to start from a blank page. Press + New flow, pick a starter, and it arrives written and ready to publish. You can change every word.

Building flows is for admins.

Open Flows and press + New flow. You can also press + New at the top of the menu and choose Flow from a starter.
In the New flow window, give it a name under Name, optional if you like, and pick the Agent whose voice it uses.
Press Use this on a starter, or Start from nothing on Blank canvas. The flow opens in the editor.

The New flow window with the name, the agent and the starters — New flow. Name it, pick the agent, then press Use this on a starter.

Starter	Good for
Email-first	A list you have never spoken to. Three emails over about a week.
LinkedIn: connect, then message	An invitation with a note, then a message to those who accept, and one email to those who do not.
Winback	Customers and old enquiries who went quiet. Two notes five days apart.
Blank canvas	Drawing your own from nothing.

The window only shows starters your workspace can send. With texting, calling, LinkedIn or LinkedIn warm-up switched on, you also see starters for those, such as text reminders for booked meetings, a call-first flow and a LinkedIn warm-up flow.

If your workspace still has cadences, they are listed under Your cadences in the same window. Turn into a flow makes a draft flow with the same templates and waits, and the cadence keeps running as it is.

In Classic

Open Flows and press New flow. (If the page is already on Show more, the starters are right there.)
Give it a name if you like, and pick the agent whose voice it uses.
Press Use this on a starter, or Start from nothing on Blank canvas.