What is a Flow?
A flow is a fully-customizable template that can be edited and personalized to fit your workflow needs (see our Flow template solutions here). You can personalize any flow by adding or removing blocks (questions), changing the block types (i.e., dropdown, multiple choice, scale, and more), and choosing who can participate in the flow and view the flow’s content. Flows can run on a schedule or get sent out manually (on-demand), and participants are notified via email and in-app whenever a flow they are a participant in is running, prompting them to respond.
Learn how to create a flow here.
Who can use this feature?
Assembly admins determine who has permission to create flows. The flow owner determines who can participate in and view a flow.
- Flow owners own the flow (they may also be the person who created the flow, but the person who created the flow can change the owner to someone besides themselves). The flow owner determines when the flow runs, who the participants and viewers are, and the content of the flow, and can edit the flow at any time. The flow owner is always a viewer, and they can also be a participant.
- Participants answer a flow and receive notifications whenever a flow they participate in is running. Participants can also be viewers. If a participant is not a viewer, then they can only see their own posts.
- Viewers can see the feed and the posts for the flow they are viewers of. Viewers can also be participants.
How do Flows work?
- Once a flow is created, if it is configured to run on a scheduled date and time, the flow will automatically run on that schedule. If it is configured to run on demand, the flow will run whenever the owner triggers it.
- When a flow runs, all participants will be prompted to respond via email and in-app notifications.
- If the flow is configured to be answered anytime (what does answer anytime mean?) participants can answer the flow even if it isn’t actively running.
- Once the flow is running, participants have until the flow deadline (as determined by the flow owner) to answer the flow.
- Once a participant answers the flow, their post will display in the main feed, the flow feed, and that participant’s profile feed for anyone who is a viewer of that flow.
- Participants can always see their own posts, but only viewers of a flow can see posts from all of the participants.
What is Celebrate a Teammate?
We moved our Recognition experience into its very own flow called “Celebrate a Teammate.” This flow allows you to recognize and reward anyone in your company for all of the amazing things they do.
- By default, all members of your Assembly are participants in and viewers of this flow.
- This flow cannot be triggered, but participants can answer it anytime.
- This flow still works with our Slack and MS Teams integrations.
For other flow help articles: see our flows hub.