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Migrating subscriptions

This user flow guides a user through the process of migrating their subscription billing to Stripe, starting from initial setup and data gathering to the actual import and verification of sub

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Subscriptions – nicelydone.club – Stripe [Test] screen
Subscriptions – nicelydone.club – Stripe [Test] screen
Subscriptions – nicelydone.club – Stripe [Test] screen

This user flow guides a user through the process of migrating their subscription billing to Stripe, starting from initial setup and data gathering to the actual import and verification of sub

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extend screen
extend screen
extend screen

Creating a new document processing workflow by naming it and uploading a JSON configuration file via modal overlay on the workflows list

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Library · Dock screen
Library · Dock screen
Library · Dock screen

User uploads a PDF via drag-and-drop or import menu in the asset library, adds name, description, and tags including new tag creation, then views the updated library

User starts from empty knowledge base state and adds/configures data sources via import modals for URLs and sitemaps, setting sync, chunking, and system prompt options before managing sources in list and settings views

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Importing data

16 screens

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Import | Nicelydone CRM screen
Import | Nicelydone CRM screen
Import | Nicelydone CRM screen

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