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Two Steps Before You Start Creating a Workflow

Fluix Tasks

Last Updated: Sep 26, 2025

1 min read

Before creating a Workflow itself, please make sure to have the main elements ready:

1) User Groups that will participate in a Workflow. Navigate to Admin tab -> Process Setup -> Participants section to create the Groups and add the users:

2) Cloud storage. If you want to store the forms/documents completed in the Fluix app in a cloud storage and you already use a certain service, you can connect it to Fluix in the Process Setup -> Integrations section.

If you don’t use a storage provider, you can create a workflow using our built-in Fluix cloud storage.

To start creating a Workflow, let’s get familiar with its elements.

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