A step by step guide to help you create Flows in Levity
Once you have a working AI Block, Flows are a way to turn this brain into a working solution. These pre-built Templates walk you through your tool setup, depending on which workflow you'd like to implement.
Note: If you haven't already done so, you will need to create an AI Block before setting up your Flow. If you already have a trained AI Block that you'd like to use, continue with this guide.
Start with a Flow Template
Flows can be accessed from the Flows option on the left menu, or from the link within the Connect tab of your AI Block.
First, choose the set of tools you'd like to connect:
For this example, we're going to choose the Gmail to Gmail option (Label Gmail emails based on content). This Flow connects directly to your Gmail account and analyzes inbound email body content, and matches it to the labels within the Block, which will appear in your inbox like this:
Click Try it on the Flow you wish to use:
A popup will appear, and the first page will let you know what the Flow does, and the frequency it will run:
The next page will ask you to choose your AI Block. Select the Block you wish to connect to the Flow, and click Next:
On the next screen you will be asked to authenticate your Gmail account - this is to allow access to connect to your emails. We use a service called Tray.io as our trusted integration provider for this. Click Next when done.
The next screen allows you to filter the emails classified by Levity, by using Gmail's in-built filter operators. For example, if you only want to send emails from your inbox through your AI Block, you'd type in:inbox in this area. If you're unsure, leave this blank. Click Next.
The final step in the process is to match the labels in Levity to the Gmail labels you want to map them to. In this example, we trained our AI Block on similar label names to make it easy to match them:
You can click Finish in the bottom right corner of the popup when done with your mapping. Congratulations, you just set up a Flow! Now one final crucial step... turn it on!