---
title: "Getting started with Flows"
description: "A Flow is a guided process you send to clients, with steps that open one at a time and notifications that tell each person when it’s their turn."
url: https://support.hubflo.com/fr/articles/15704487-getting-started-with-flows
collection: "Flows"
updated: 2026-11-03
language: fr
alternates: [en]
---

# Getting started with Flows

A Flow is a guided process you send to clients, with steps that open one at a time and notifications that tell each person when it’s their turn.

## Understanding Templates and Flows

Flows let you guide clients through a structured, step-by-step process. You set up the workflow once in a template, and each client receives a unique link to complete their steps. You don’t have to send requests manually or constantly follow up—Hubflo handles the back-and-forth for you.

### Building blocks of a template

A **template** is the blueprint you build once and reuse for every client who goes through the same process.

![](https://files.gleap.io/pf/gattachments/6a4bcc4e8b024171cc9027af-46fUNjdzEraC1K5s3Z1MoNzJ3CeTOphXzzhalREXQeNwv1l8q9Y9nm6a5vO4muFGIGueYYEbvTs.png?v=1&k=a&s=api&e=1793836800&sig=FoKRKZ6ja_QZZ1Ao3tooEqWUJNAhYS8amUXGRlsX4Xw)

**Every template is made of three core elements:**

-   **Welcome Screen:** The first screen your client sees when opening their link. It sets the tone, provides instructions, and shows how many steps are waiting for them.
    
-   **Roles:** Placeholders for the participants in the process (e.g., _Client_, _Preparer_, or _Reviewer_). You assign specific people to these roles when you launch a Flow.
    
-   **Steps:** The sequential tasks assigned to your client or your team. Each step contains a single action, such as a form, a file upload request, a contract to sign, or a checklist item.
    

### Combining steps into one client experience

> Standalone forms, file uploads, and contracts are great for one-off actions, but a template lets you package them into a seamless sequence:
> 
> 1.  **Form Step:** Client answers intake questions.
>     
> 2.  **File Request Step:** Client uploads supporting documents.
>     
> 3.  **Task Step:** Your team reviews and approves.
>     
> 4.  **Contract Step:** Client signs the final agreement.
>     
> 
> Instead of sending multiple emails, you build the sequence once in a template. When launched, Hubflo automatically moves the client from one step to the next in their portal.

### What a Flow is

While a **Template** is the blueprint, a **Flow** is the live, active instance of that template created for a specific client.

![](https://files.gleap.io/pf/gattachments/6a4bcc4e8b024171cc9027af-koIB8cG1F0yc218on4G4dgnunFb1ofAWp2SCaSFpxkKBfBXZyuweEzhKH7a4cVLRip2kxQ3IHnL.gif?v=1&k=a&s=api&e=1793836800&sig=CfV_6rhd5Wdsf-Cy6cu1Gwfd_xZkrySJ6qI7k1nw7WI)

**Launching a Flow:**

1.  **Assign Roles:** Choose which specific client contacts and team members fill each role placeholder.
    
2.  **Notify Participants:** Everyone assigned receives an email notification with their personal access link (or accesses it directly from the portal's _Flows_ tab).
    
3.  **Track Progress:** The Flow automatically tracks completion status, progress bars, and submitted responses in real time.
    

> **Info:** **Template versioning**
> Once a Flow is launched, its structure is locked. Updating the template later will **not** alter active client Flows, so you can safely improve your templates without disrupting clients currently in progress.

## The client experience

![Ledger & Bloom onboarding flow welcome screen for Northbeam Studio, with a five-step sidebar and a “Let’s get started” button. Visible: Ledger & Bloom, Onboarding Flow, Welcome from the team, How we work, Tell us about your business, Upload your brand assets.](https://staticfiles.gleap.io/ghelparticle/oQeQT8uOgcvHCprSdvUJGrjJVdeZgkW1JpRymsOtlCMrNS5wIWSu4NkcDSsTHLrZEyR0GTA4s11.png)

-   **No password required:** Clients access their Flow directly via a secure link sent to their email or directly from the portal's _Flows_ tab.
    
-   **Clear progress tracking:** Steps unlock one at a time. Clients always see their current progress bar so they know exactly how far along they are.
    
-   **Automated handoffs:** When a step requires action from your team (like reviewing an uploaded file), the client sees a _"Waiting for other parties"_ status. Hubflo automatically emails them the moment their next step is ready.
    

## 🚀 Ready to Build?

Check out [Create a Flow Template](https://support.hubflo.com/en/articles/15704488-how-to-build-a-flow-template.md) to set up your first process blueprint.