Where

Ask Flowrica in the top bar of every screen · her own screens under Flowrica in the menu

Who

Everyone allowed to use Flowrica. She offers only what you are allowed to do, and reads only the records you may open.

Open her panel

Press Ask Flowrica in the top bar. The button names the screen you are on, for example Ask Flowrica about tasks. Her panel opens beside your work and says what you are looking at. In it you find:

In the panel	What it is for
What can Flowrica do here?	Three lists for this screen: Questions you can ask, What Flowrica makes with you and What Flowrica watches for. Press Close to go back.
Try one of these	Ready questions about this screen. Press one to get its answer.
Or make something	The records she can make with you from here, for example Create a task or Create a customer.
The box at the bottom	Type a question in your own words and press Ask, or Enter.
Start again	Clears the panel and returns to its opening.

Flowrica's panel open on the Customers screen, with what needs you today

What can Flowrica do here: the questions, what she makes with you and what she watches for

Ask a question

Press a ready question, or type your own and press Ask.

Read the answer. It is marked from your own data, and a name or a number in it opens the record it names.

Press Copy to take the figures with you, or Download CSV to open them in a spreadsheet.

An answer from your own data: the open leads, counted by status

On a customer's page her panel also offers What is this customer's story?: up to five short lines about what they bought, what they owe, their last problem, who looks after them and the last thing that happened, each opening the record it names.

A customer's story: what they bought, what they owe, their last problem and who looks after them

If she did not understand a sentence, she says so and offers the nearest questions she can answer.

Make a record with her

Under Or make something, choose what to make, for example Create a task. The product's own form opens beside her.

Answer her question and press Next. The form fills as you answer, and the line at the top counts the steps. A question you do not need has its own way past beside Next, for example Skip or Not related to anything. Undo takes back your last answer; Cancel leaves without saving.

Flowrica asks her first question, with the New customer form open beside her

When every answer is in, she shows them together and asks That is everything — create it? Nothing is saved yet. Press her button, for example Create the task or Create customer, or Edit an answer to change one. You can also change anything on the form itself and press the form's own button.

Every answer is in: the form is filled, and Flowrica asks before anything is saved

A green card says it is done, for example Created task with its name. On the card, Open the task opens the record and Create another task starts again. For one minute the card also has Undo task.

The record is saved through the product's own form, with the same checks, numbering and permissions as when you fill it by hand. Undo archives the record: nothing is deleted.

If you work in more than one company and none is chosen, she asks you to choose the company in the top bar or on the form before she saves.

A whole order in one sentence

You do not have to press a button first. Type the whole order in the box, for example Create an invoice for Petra Valley Hospitals for 3 hours of consulting at 50 JOD. She starts the same steps with what she understood already filled in, and asks only for what is missing. The sentence can ask for an invoice, an estimate, an expense, a payment or a task.

Watch for me

Type what you want to be told about, for example tell me when an invoice is 7 days late. She opens a Watch for me card with nothing saved yet; press Create to keep it. She can watch for an invoice a number of days late, a deal won or lost, a new lead, customer or ticket, a ticket assigned to you, and stock below its minimum. What she keeps is a rule you can see and switch on or off under Flowmind.

What she tells you without being asked

Where	What you see
The dashboard, every morning	The morning card: what needs you today, each line with one button such as See them, Open it, Send the reminders or Raise follow-up tasks. Hide for today puts it away. See Your dashboard.
The dashboard, the approvals card	What waits for your decision. Press Approve or Reject on the line; a rejection asks for its reason.
Beside a figure	Why? opens the figure broken into its parts. The parts add up to the figure, and pressing a part shows its records.
On a form, while you type	A warning on the page itself, for example when the customer you are typing already exists.

The dashboard: the morning card, and under it what waits for your approval

Why is this figure so: the figure and the parts it is made of

Her own screens

Screen	What you do there
Conversations	Everything you asked is kept under Your conversations. Press one to read it again, New conversation to start one, the pencil to rename it and the × to archive it.
Flowrica tidies up	What needs tidying among the records you may open, in groups: Missing something, Going quiet, Nobody on it, Written twice and Not moving. Each line has its fix, for example Complete it or Make a follow-up task. She changes nothing by herself: every fix opens the product's own form and asks you first.
Flowrica's weekly note	This week beside last week, for each currency: Sold this week, Collected this week, Late today and Expected to be collected this week, then Who to chase first, the invoices that have owed money the longest. Press an invoice to open it.
See Flowrica	A short tour of what she does best, on your own company's records. Every row opens the real screen; nothing is saved until you press a form's own button.
Flowrica Settings	For administrators: see Flowrica settings.

Conversations: everything you asked, kept in a list

Flowrica tidies up: what she found, each line with its fix

Flowrica's weekly note: this week beside last week, and who to chase first

See Flowrica: eight things she does, each opening the real screen

Her walk inside Guide me

Press Guide me beside the title of any screen. Above the written section she asks Shall I walk you through this screen? Press Walk me through: she rings one part of the screen at a time, the title, the main button, what she can make with you here, a question you can ask, and the bar of the other screens. She only points; you press. Next and Back move between the steps, Stop ends the walk.

The walk inside Guide me: Flowrica rings the screen's title, step 1 of 5

Examples

These are real questions and what she answers. Every answer is kept under Conversations, where you can open it again.

Ask	She answers
How many open leads?	The number of open leads you can see, and how many are in each status.
Invoices by status	How much is unpaid, overdue and paid, each currency on its own. Currencies are never added together.
Contracts ending soon	Every contract that ends in the next 30 days, with its customer and its end date.
What needs my attention in sales?	The overdue invoices to chase, the longest late first.
How much do customers owe us?	What is owed on open invoices, split into past its due date and not due yet.

The contracts ending in the next 30 days, as Flowrica lists them

Request leave (HR)

On HR › Timesheets & Leave, her panel offers questions such as Which leave requests are waiting?, and under Or make something, Request leave. She asks the kind of leave, the first and last day and a reason, and fills the form as you answer.

Flowrica, your assistant in every section