Getting Started
From idea to first run in 15 minutes
Create your first Flow and launch a governed run in under 15 minutes.
8 min · New users, Ops leaders
Anyone can have a live process with real governance in under 15 minutes. No complex setup, no code.
Quick guide
From zero to first run
- 1
Create a Flow in plain language
Click New Flow and describe your process in plain text — for example, 'monthly vendor compliance review with document collection and legal approval.' Cadenio AI generates a structured Flow with phases, tasks, field types, and an approval gate. Review each step and adjust before publishing.
- 2
Configure approval and deadline
Open any task in the editor and add an approval gate: choose approvers (user, group, or role), set the ANY or ALL policy, and optionally require a digital signature. Then set the task deadline and configure an SLA rule with automatic alert and escalation.
- 3
Launch the first run
Click Launch, assign an owner to the run, and confirm task assignments. Set the due date and click Confirm. Every assignee receives an in-app notification immediately.
- 4
Track in real time
The run view shows all tasks: open, completed, overdue, and awaiting approval. The timeline logs every action automatically — who completed it, when, and with what comment. No manual status emails needed.
Tips
Reusable templates
One Flow, unlimited runs
The Flow is the blueprint. Every time you launch a run, an independent instance is created with its own timeline, assignees, and evidence. The original Flow is never changed by runs.
Automation
Schedule recurring runs
In the Flow's scheduling tab, configure automatic launches: daily, weekly, monthly, or a custom CRON expression. Scheduled runs appear in the team calendar alongside manually launched ones.
Can I create a Flow without AI?
Yes. You can add tasks manually one by one using the editor. AI is a shortcut, not a requirement.
What is the difference between a run and a template?
The Flow (template) is the reusable blueprint that defines the process. A run is an active, independent instance. Changing the Flow does not affect runs in progress.
How do I invite a colleague?
Go to Settings, then Users, and click Invite. Enter the email, set the initial role, and send. The colleague will receive an access link.
Can I create a template from an existing process?
Yes. Describe the process to the AI or add steps manually in the editor, replicating the sequence your team already follows.
Ready to put your process live?
Create your first Flow now or talk to our team for a guided onboarding.