ForgeFlow Documentation

Getting Started

How to create an account, build your first workflow, and test ForgeFlow.

Document ID: FORGE-GETTING-STARTED

Create your workspace

Sign in to ForgeFlow and open the workspace dashboard. A workspace is the environment where workflows, integrations, and support activity are managed.

Create a workflow

Choose a workflow template or create a new workflow. Add a trigger, one or more actions, and a final output step.

Connect an integration

Open Integrations, choose the service you want to connect, and follow its authentication instructions. Do not share API keys inside support messages.

Run a test

Use the workflow test action before activating a workflow. Review each step's input and output to confirm that the data is correct.

Activate

When the test succeeds, activate the workflow. Production workflows should be monitored for failed runs and unexpected data.

AI support rule: The future support agent should answer from this documentation when relevant. If the required information is not present, it should not invent an answer and should offer human escalation.