FlowPilot Manual

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Creating a Project

This walkthrough covers setting up a second project, defining its workflow with the AI assistant's help, and upgrading to Pro for unlimited AI messages and projects.

Start a new project

  • Go to app.flowpilot.space and click the + New Project button in the top menu to start a new project.
  • When you first set up your account, the project creation process will begin automatically.

1. Set up your project workflow

  • You can start by building a new workflow in FlowPilot or by using an existing project as a template.
  • Select one option and click Continue.

2. Select a project type

  • FlowPilot includes pre-built templates for tech and education projects.
  • Select the project type and click Continue.

3. Build a workflow

  • FlowPilot can help you build a workflow by setting up project phases and Google Drive directories.
  • If you already have a folder structure you prefer, select Use an existing workflow and choose the target structure to replicate.
  • Otherwise, select Let's build one together.

4. Define project phases

  • Define your project's phases. For example: Develop marketing plan, Website build, and Outreach.
  • If you are unclear about any of the project phases, or how the workflow works, just ask the FlowPilot AI assistant.
  • Ask the FlowPilot AI assistant to suggest additional phases — it can propose ones like Content production and Launch based on your project.

5. Name your project and finish setup

  • Enter your project name and any details you'd like included.
  • Click Confirm & Create Project.

6. Manage tasks and upgrade to Pro

  • Use the AI chat to generate initial tasks, such as defining a target audience or identifying competitors.
  • Free accounts have a limit on AI messages. If you hit that limit, you can upgrade to Pro for unlimited AI messages and projects. Upgrading to Pro is free during the beta period.
  • To upgrade, click your profile icon, add a payment method, and click Subscribe.
  • BETA NOTE: We do not use real credit card information during beta. Check out the video that walks through setting up a Pro account using a test card.

Getting help

If you run into an issue that isn't covered in this manual, contact us at [email protected].