Flo Agent
Flo Agent builds with you inside the workflow editor. Describe the result you want; it can place steps, configure them, and connect the data flow on your canvas.
Open Flo Agent
Section titled “Open Flo Agent”Select Open Flo Agent in the workflow toolbar, or press Cmd+I on Mac and Ctrl+I on Windows or Linux.
Start with the outcome
Section titled “Start with the outcome”Say what should start the workflow, where the data comes from, and what success looks like.
Every weekday at 8am, fetch open support tickets, group them by owner, and email each owner a short summary. Use my Support API connection.
Flo Agent can use the steps and connections available in your workspace. If a detail is missing, keep the first request small and add it in a follow-up.
What it can build
Section titled “What it can build”- Webhook, schedule, form, and manual entry points
- API calls using your existing connections
- Data transformation, branches, and loops
- Email, chat, file, speech, and AI steps
- Reusable sub-workflows and stored results
Refine in conversation
Section titled “Refine in conversation”Treat the first result as a working draft:
- “Only include tickets older than two hours.”
- “Send one message per owner.”
- “Store the counts so I can chart them.”
- “Add a return step with the summary.”
Each follow-up works from the workflow already on the canvas.
Make prompts useful
Section titled “Make prompts useful”- Name the connection to use when you know it.
- Include real field names or a small sample payload.
- State the desired output shape.
- Mention important failure behavior, such as continuing when a record is missing.
You can also attach a screenshot when it communicates an input, output, or interface more clearly than prose.
Review, test, ship
Section titled “Review, test, ship”Open any generated step and inspect its configuration. Run the workflow with representative data, check the execution, and make the final adjustments on the canvas or in Flo Agent.