Skip to main content
🔰 How to Create a Basic Flowbot
Yoom Customer Service avatar
Written by Yoom Customer Service
Updated over 4 weeks ago

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:

  1. Go to My Apps

  2. Select and link the SaaS tools.

  3. Follow the on-screen steps to complete the connection.

You can add or update your My App registrations at any time.

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. 💪

Discover Yoom's Key Features                                      Learn How to Use Databases


Did this answer your question?