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A flow is something that happens in the business by itself, like a reminder before every appointment. You find your flows under Flows. Every flow opens in the editor, where you can change it step by step. You approve a change once, and WingUp sets it up and turns it on by itself. You never have to publish anything or pick a version.

Before you start

  • Only the business owner changes, approves and turns on flows. Team members can read them.
  • A flow that starts from another system (for example a new order in Shopify, or a new meeting in Google Calendar) needs that system connected under Data sources.

Changing a flow

1

Open the flow

Go to Flows and click the flow. Its window shows what it does, where it stands, and its activity.
2

Edit it

Press Edit. The flow opens on its map. Click a box to change it, or press Step to add one. Every change is saved by itself as you work. A box with a problem is marked in red, with what to fix.
3

Test it (optional)

Press Test to run the flow on your real data. Nothing is sent to anyone.
4

Save and turn on

Press Save and turn on. Your own flow runs with your changes from now on. A ready-made flow is customized first: press Customize, and then edit it.

Approving a flow Wingy prepared

When you ask Wingy for a flow, Wingy prepares it and waits for your approval. You can approve in two places:
  • In the chat with Wingy. At the end of the build, Wingy shows a card with two buttons: Approve and No. If you press No, Wingy asks what to change.
  • In the app. The flow shows under Waiting for approval on the Flows page. Open it and press Approve and turn on. Press What it does to see the full presentation of what will be built. Press Edit to change it first. Your changes are saved into what Wingy prepared, so the flow still waits for your approval, with Approve and turn on and What it does. Save and turn on in the editor approves it with your change.
You always approve the newest version of what Wingy prepared. If Wingy changes the flow while you look at it or edit it, the app tells you and shows Wingy’s change first. Nothing is approved that you did not see. If a team member asks Wingy for a flow, Wingy tells them that the owner approves it, and sends you the card.

What happens after you approve

The setup runs by itself, and you do not need to press anything else:
  1. The flow is set up, still off.
  2. If it needs a connected system that is not connected yet, it waits. Wingy tells you what to connect. As soon as it is connected, the setup goes on by itself.
  3. Each flow is checked on your data, with nothing sent.
  4. Each flow whose check passed is turned on.
Wingy writes to you only when something needs you, and once at the end.

Where a flow stands

Each flow shows one line:
  • On. It runs.
  • Being set up. It is approved, and the setup is still running.
  • Waiting for a system (for example Shopify). Press Connect to connect it. The flow turns on by itself after that.
  • Off: the check on your data did not pass. The flow stays off, with a short reason. Press Details to see the full technical message. Wingy tells you why too. Ask Wingy to fix it, or edit it yourself.
  • Off: there is no data to check it on yet. Nothing was wrong, but there was nothing to test it with. Press Turn on in the flow’s window, or answer the card Wingy sends you in the chat.
You can turn any flow on or off at any time with its switch.

What WingUp can see and do

  • The check after an approval reads your records to run the flow as a test. It sends no message, books nothing and changes nothing.
  • WingUp keeps every change and every approval in the history of the business, with who made it and when.

Removing a flow

Open the flow, press ⋯, and choose Delete. The flow stops running. What it already did stays in its activity.

Contact support

Write to support@wingup.ai.