Getting started: your first workflow

1. Create an account

Sign up with your email address (or a social sign-in option if one is shown on the sign-up page). Once you're signed in you're taken to a short setup screen.

2. Create your workspace

Enter a workspace name and, optionally, your industry, then press Continue. Every workflow, credential, member and invoice belongs to exactly one workspace.

Plans are per workspace

Plan limits (workflows, seats, schedule speed) apply to each workspace, not to your personal account. Every new workspace starts on the Free plan, which lets you build workflows and test them with Dry Run (sample data, nothing is sent). Upgrade to a paid plan to run workflows live.

3. Connect your AI provider (your own API key)

Fluxo Flow doesn't include AI usage. AI steps (Agent, Observer and AI Action steps), canvas insights, AI-generated node tips and the support assistant all run on your own AI provider key, and your provider bills you directly. Everything else — triggers, integrations, routing, validators, outputs — works without a key.

Create an API key with your provider (for example OpenAI at platform.openai.com/api-keys or Anthropic at console.anthropic.com/settings/keys). Make sure the account has billing or credit set up.
In Fluxo Flow, open Settings → AI Providers. Only workspace owners and admins can connect keys.
Find your provider, paste the key (plus any extra fields it asks for) and press Connect. Fluxo Flow tests the key with the provider before saving it, then stores it encrypted.
Pick a model from that provider in your AI steps. A real Run is blocked if an AI step uses a provider you haven't connected.

14 providers supported

OpenAI, Anthropic, Google Gemini, Mistral, Groq, xAI, DeepSeek, OpenRouter, Together AI, Fireworks AI, Azure OpenAI, AWS Bedrock, Google Vertex AI, any custom OpenAI-compatible endpoint, and local models (Ollama, LM Studio) on your own machine. You can connect more than one. See AI providers (bring your own key) for details.

4. Build your first workflow

Open Workflows from the sidebar and press New workflow. The canvas opens.
Drag a Manual Trigger from the node palette onto the canvas.
Add a step after it — for example an AI Action or HTTP Request — and connect the trigger's output handle to it.
Double-click a node to open its settings and fill them in.
Press Save (Cmd/Ctrl + S).
Press Dry Run to test it in your browser. Nothing real is sent and AI steps are simulated. The canvas switches to Test view so you can see each step's result.
When you're happy, press Run. It runs on the server with real side effects, and AI steps use your connected API key. Live runs need a paid plan; on Free, Run asks you to upgrade.

Dry Run first

Dry Run simulates the workflow in your browser: no webhooks fire, no emails go out, and AI steps return placeholder output, so they don't use your API key. After a Dry Run the canvas stays in Test view; switch back to Edit with the Edit/Test toggle in the top bar to change nodes.

5. Connect your integrations

Open Integrations in the sidebar (or Settings → Integrations) and pick an app in the App directory (76 apps can be connected today). Apps like Slack, Google and HubSpot connect by signing in to the app: approve access on its screen and you're returned to Fluxo. Others (Stripe, Twilio, Telegram…) connect with an API key or credentials from that app, tested before anything is saved. The HTTP / Custom API integration connects any other REST API with a base URL and a key. You can connect several accounts of the same app and give each a name.

6. Invite your team

Open Settings → Team (or Team in the sidebar) and press Invite teammate.
Enter their email address and pick a role (for example Admin, Automation Editor or Automation Operator — the Team page describes each role).
Press Send invite. They get an email with a link to join, valid for 7 days. They must sign in with the email address you invited.
Pending invites can be resent, revoked or copied as a link. Pending invites count towards your seats.

7. Put it on a schedule or webhook

Change the trigger to Scheduled or Webhook in the trigger node's settings, save, then press Activate schedule or Activate webhook in the Activation panel at the top of the trigger's settings. Configuring the trigger alone doesn't turn it on, and schedules and webhooks need a paid plan (the Free plan can't run workflows live). See Webhooks & triggers for the full steps. Runs started by schedules and webhooks appear in the workflow's run history and in Activity.

What to do in your first week

Connect your AI provider key, then build one workflow and test it with Dry Run. Choose a paid plan to run it live end to end.
Connect your most-used integration, or add its API key to the credential vault.
Put one workflow on a schedule and activate it (paid plans; Free can't run workflows live).
Watch the notification bell: failed background runs, waiting reviews and AI key problems land there.
Invite a teammate with the role that fits what they'll do.
Turn on two-factor authentication in Settings → Security.
Browse the agent marketplace for ready-made agents in your industry.