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Importing flow examples

Importing user flow examples from SaaS apps. Explore how SaaS apps begin bringing existing data into a workspace. Preview the first steps for choosing a source and introducing the import requirements.

Preview these flows

Extend logo
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

Dock logo
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

Dovetail logo
Contacts – Dovetail screen
Contacts – Dovetail screen
Contacts – Dovetail screen
Lightfield logo
Lightfield screen
Lightfield screen
Lightfield screen

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See 45 more SaaS user flows.

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About Importing

Explore how SaaS apps begin bringing existing data into a workspace. Preview the first steps for choosing a source and introducing the import requirements.