Quick Start Guide

Welcome to StudioFlows! This guide will help you set up your first automation in under 10 minutes.

Step 1: Create Your Account

If you haven't already, sign up for StudioFlows. You'll get a 14-day free trial to explore all features.

After signing up:

1. Check your email for a verification link
2. Click the link to verify your account
3. You'll be redirected to your dashboard

Step 2: Explore Your Dashboard

Your dashboard is the central hub for all your automations. Here's what you'll find:

Step 3: Set Up Lead Follow-up (Recommended First Step)

The Lead Follow-up feature is the best place to start. It helps you never miss a potential client by sending you reminders to follow up.

Configure Your Settings

1. Go to Lead Follow-up in the sidebar
2. Click the Settings icon (gear) in the top right
3. Choose your notification method:
   • Discord - Get notifications in a Discord channel
   • Email - Receive email reminders
   • Slack - Get notifications in Slack
4. Configure your follow-up schedule (e.g., remind after 2 days, 6 days, etc.)
5. Click Save Settings

Get Your Webhook URL

Your webhook URL lets you automatically capture leads from your website forms. Find it at the bottom of your settings page:

https://studioflows.app/api/leads/webhook?key=YOUR_UNIQUE_KEY

You can connect this to:

• WordPress contact forms
• Squarespace forms
• Typeform, Jotform, or any form builder
• Your CRM system

See our Webhook Integration Guide for detailed instructions.

Step 4: Add Your First Lead

You can add leads manually or automatically via webhook:

Manual Entry

1. Go to Lead Follow-up
2. Click + Add Lead
3. Enter the lead's name, email, and phone
4. Click Save

The system will automatically schedule follow-up reminders based on your settings.

Step 5: Connect Your Website Forms (Optional)

For automatic lead capture, connect your website forms to StudioFlows:

What's Next?

Now that you have the basics set up, explore these features:

• Social Media Scheduling - Automate your social media posting
• Photo Processing - Batch process and deliver images to clients