Levvy

In this article, we will guide you through the steps to create and customize your workflow library in Levvy.

How to Use Levvy's Prebuilt Workflows

Learn how to tailor your company’s workflows to your needs and easily share with other team members.

How to Manage and Modify Draft Workflows

Learn how to create and publish a custom workflow from scratch in your company library.

Creating and Adding a New Workflow in Levvy

Understand how changes made in the client profile or company library impact the workspace.

How Workflow Edits Affect the Workspace: Client Profile vs. Company Library

A complete guide to setting up your company workflows

Creating Workflows

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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