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1. With FlowForma Copilot, creating workflows is fast and intuitive. Use text input, upload an image, or speak your prompt to get started.
2. Every workflow consists of steps, questions, and rules. Rules operate at different levels—flow, step, or question—and can be triggered at key moments like when a flow starts, a step begins, a step is completed, or a question is updated.
3. Once the workflow aligns with your vision, click “Build” to transform it into a fully functional process.
4. Navigate through the workflow to inspect the suggested questions, conditions, and logic. FlowForma Copilot automatically incorporates smart rules to ensure your workflow functions smoothly. If adjustments are needed, they can be made seamlessly.
5. Click "OK" once you are satisfied with the trigger conditions.
6. Once your conditions are in place, specify what should happen when they are met. Click “Save” to finalize your automation logic.
7. After making all necessary configurations, click “Save” to lock in your changes and store the workflow securely.
8. Click “Test Form” to see your workflow in action. This allows you to validate that all rules, conditions, and actions work as expected.
9. At the top, you’ll see the fully structured Student Onboarding process, created within seconds by FlowForma Copilot. This showcases how effortlessly you can build, automate, and refine workflows to match your exact needs.
FlowForma Copilot empowers educational institutions with intelligent workflow automation, transforming student onboarding into an efficient, error-free process. Start automating today with FlowForma and revolutionize your student onboarding experience!
