📝 Overview
This guide is for first-time users who want to create a Flowbot.
A “Flowbot” is a workflow in Yoom that connects various SaaS tools to automate and streamline business processes.
Follow these steps to create your first Flowbot! 💪
1️⃣ Access Your Workspace
Complete your account registration.
Log in to your Yoom workspace using either:
Your email address and password
Your Google Account
💡 Tip: Bookmark the workspace for quick access in the future!
2️⃣ Create a New Project
Projects act as folders within your workspace, helping you organize Flowbots and databases.
Create projects based on teams, departments, or business operations.
This makes managing Flowbots and data more efficient.
3️⃣ Register My Apps
My Apps lets you link your Yoom account with external SaaS tools, enabling Flowbots and databases to interact with them.
To register My Apps:
Go to My Apps
Select and link the SaaS tools.
Follow the on-screen steps to complete the connection.
⚡ You can add or update your My App registrations at any time.
Related Guide
4️⃣ Create Your Flowbot
Open the project you created.
Navigate to the Flowbot tab.
Click "New" to start creating your Flowbot.
🎉 All Done!
Once you’ve got the hang of it, try integrating Flowbots with different apps and explore more complex workflows. 💪