A flow is the list of steps that run after a trigger fires. You build it on the canvas of the Automations page.

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Add a step

1

Open the add menu

Click the plus button under the trigger card or between two steps. The Add action menu opens.
2

Pick the step

Choose Create task, Push notification, WhatsApp message, Webhook, Unlock content or Wait. Condition is at the bottom of the menu, under a separator.
3

Fill it in

The new step opens for editing straight away. Click anywhere else on the canvas to collapse it. A collapsed step shows a one or two line summary.
Steps run from top to bottom. To change the order, add the step where you want it and delete the old one. See Actions for the fields of each step.

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Edit, duplicate and delete

Click a step to open it. Hover over a step to show two small buttons:
  • Duplicate adds a copy right after the step.
  • Delete removes the step.
A Condition cannot be duplicated. Add another branch to it instead. Deleting a Condition that has steps in its branches also deletes those steps. Perform asks you to confirm first.

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The first name token

Message fields have a First name button. It inserts a token at the cursor. When the message is sent, the token is replaced with that trainee’s first name. The token is written in Hebrew, as {שם פרטי}, in every language of the app. Always insert it with the button so it is spelled exactly right. A preview line under the field shows the message with a sample name, so you can check how it reads.

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Saving

There is no save button. Every change is saved a moment after you make it. The bottom bar shows Saving… while it works and the time of the last save when it is done. If a save fails, a message tells you saving the automation failed. Your change is still on screen. Make another small edit to try again.
A new Create task step starts on Specific team members with nobody picked, and the step shows “Pick at least one team member”. While any step in the flow is in that state, the whole flow is not saved, and no error is shown. Pick someone, or switch the assignment to another option, before you leave the page.

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Undo and redo

Back and Forward in the bottom bar undo and redo your changes. The history holds your last 50 changes in this visit. It is cleared when you leave the page.

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Zoom and arrange

  • The plus and minus buttons zoom the canvas between 50% and 140%.
  • Auto arrange centres the flow and returns the zoom to 100%.

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Test run

Run test plays the flow on the canvas with a sample trainee, so you can see which branch a condition takes.
  1. Click Run test.
  2. Pick one of the three sample trainees. Each has a different plan, coach, form status, days since last login and weight.
  3. Watch the steps light up in order. A log lists what each step would have done.
The test run uses sample trainees, not your own. It does not open tasks, send messages or call webhooks. It is a way to check the logic of your conditions, not a way to check delivery.

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Editing a flow that is already running

Some trainees may be in the middle of a flow, waiting at a Wait step, when you edit it. They continue with the flow as it is now:
  • Steps you added after their position will run for them.
  • Steps that already ran for them do not run again.
  • If you delete the branch they were in, their run ends there and the remaining steps are skipped.

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Turning an automation off

Turn off the switch for the trigger. New cases no longer start the flow. Tasks the automation already opened stay on the Work Board until someone closes them.

Actions

Fields and behaviour of each step.

Conditions

Branches and rules.

Limits

How large a flow can be.