Quickstart

Log In to Flint

1. Go to your organization's Flint URL
2. Enter your email and password
3. If your organization uses two-factor authentication (2FA), you'll be prompted to enter a code from your authenticator app

Explore the Dashboard

After logging in, you'll see the main dashboard. Here's what you'll find:

Main Navigation (Left Sidebar)

The sidebar gives you access to all main areas:

• Workflows - Create and manage your automations
• Templates - Create document templates for auto-filling
• Interventions - Review items that need your attention
• Analytics - View performance metrics
• Notifications - See alerts and updates

User Menu

At the bottom of the sidebar, you'll find:

• Settings - Access your personal and organization settings
• Get Support - Chat with our support team
• Sign Out - Log out of your account

View Your Workflows

Click Workflows in the sidebar to see your organization's automations.

From here, you can:

• See all workflows and their status
• Create new workflows
• Click a workflow to view its details and run history

Understand the Workflow Overview

Click on any workflow to see its overview page:

The overview shows:

• Total Runs - How many times this workflow has executed
• Success Rate - Percentage of successful completions
• Average Duration - How long runs typically take
• Pending Interventions - Items waiting for human review
• Recent Runs - Latest workflow executions with their status

Check Your Interventions

Interventions are tasks that need human input. Click Interventions in the sidebar.

You'll see:

• Assigned to Me - Tasks specifically assigned to you
• Unclaimed - Tasks anyone on your team can handle
• All - Every intervention across your organization

Access Settings

Click the Settings option in the user menu (bottom of sidebar). This opens the settings dialog.

From settings, you can:

• Update your profile and password
• Manage notification preferences
• View and manage team members (if you have permission)
• Configure integrations with other tools