Step 1: Flow Builder Interface
Navigate to the Flows section on the left sidebar
Click "Create Flow" button in the top right corner or in the center if you have not yet created a flow
The interface shows a visual representation of your workflow
Components connect vertically with plus (+) buttons between them
Drag to reposition the entire canvas with our intuitive pan tool
Step 2: Adding Trigger Types OR Choose a Template
Every flow begins with a trigger OR you can Start with a Template
IF you choose to Start with a Template you can choose Rolai Templates, Templates that are Shared with Me, Or if you have Created a Template, you will see Created by Me
Triggers:
Options include:
Manual Trigger: Activated by user
Scheduled Trigger: Runs at specific times
App-Based Trigger: Triggered by external events
Step 3: Adding Actions
Click the plus (+) buttons to add actions
Common actions include:
Code Interpreter: Runs code to process data
Custom AI Action: Leverages AI agents or models
Communication actions (email, notifications)
Data management actions
Summarize with AI
Generate Image with AI
Download and Search Files
Search Knowledge Base
Add Control Flow actions like If...Else and Loop to introduce logic, make decisions, or repeat steps within your Flow.
Step 4: Using Conditions and Loops
These actions let you add logic and decision-making to your Flows.
Use If...Else to execute different actions based on specific conditions (for example, send a different email if a form is approved or rejected).
Use Loop to repeat actions for each item in a list (such as processing multiple files or records).
Find these options under the "Add Condition" OR "Add a Loop" section when adding a new action to your Flow. '
Here is what a If Else Condition will appear as
Here is an example of a Loop in Action
Step 5: Connecting Steps
Steps are automatically connected in sequence as you add them.
Each step can use outputs from previous steps to build more complex workflows.
Click the plus (+) button at the bottom to add the next step in your Flow.
Additional Support
If you need any assistance, email support@rolai.com or use the Intercom chat feature in the app for direct help from our support team.