# Flopinio Help Center

> Step-by-step guides for running client work in Flopinio, from the first client request to a paid invoice.

## Get started

- [Getting started](https://flopinio.com/help/getting-started.md): Try Flopinio safely in a demo workspace, then set up your first real client, project, and request.
- [Forms and actions](https://flopinio.com/help/forms-and-actions.md): How create and edit forms, confirmations, and AI-suggested changes behave across the workspace, and what to check when an action is blocked.
- [Imports and exports](https://flopinio.com/help/imports-and-exports.md): Import clients, projects, tasks, and time from CSV, bring in an Obsidian vault, export notes, and preview tracked time before it reaches an invoice.
- [Customizing your workspace](https://flopinio.com/help/customizing-your-workspace.md): Shape list pages with saved views, add custom fields to records, and organize requests with categories.
- [Notifications](https://flopinio.com/help/notifications.md): See completed AI reviews and organization invites in the notification bell, and mark them read individually or all at once.
- [Tours and inline help](https://flopinio.com/help/tours-and-inline-help.md): Start a guided tour of any workspace page, and use the ? hints next to controls that need extra explanation.

## Core workflow

- [Core workflow](https://flopinio.com/help/core-workflow.md): How a client ask becomes a request, a task, tracked time, and a paid invoice, and which record is responsible for each step.
- [Recurring workflows](https://flopinio.com/help/recurring-workflows.md): Generate repeating client cycles and recurring tasks from templates, with a preview of what each run creates and an audit link to every generated record.

## Work surfaces

- [Dashboard](https://flopinio.com/help/dashboard.md): Your home page. See what needs attention today across requests, approvals, invoices, and active work, then jump to the right place.
- [Clients](https://flopinio.com/help/clients.md): Keep each client's contacts, billing terms, projects, requests, and invoices in one place, and see what's billable or overdue at a glance.
- [Projects](https://flopinio.com/help/projects.md): Organize a client's work into projects that hold tasks, requests, notes, decisions, time, and invoices, with health reviews to spot risk early.
- [Requests](https://flopinio.com/help/requests.md): Capture what a client asked for, work out what it means, and turn it into tasks when the next step is clear.
- [External Inbox](https://flopinio.com/help/external-inbox.md): Review messages from email, Slack, Telegram, and other connected channels, then save each one as a request, note, task, or decision, or dismiss it.
- [Tasks](https://flopinio.com/help/tasks.md): Track the work you've committed to, with an owner, status, priority, due date, comments, and the time spent on it.
- [Notes](https://flopinio.com/help/notes.md): Keep meeting notes, research, and working context linked to the clients, projects, and tasks they explain, and turn them into requests, tasks, or decisions.
- [Decisions](https://flopinio.com/help/decisions.md): Record agreements, such as approved scope or an accepted plan, with the reasoning, the people involved, and an explicit sign-off.
- [Client portal](https://flopinio.com/help/client-portal.md): Give a client an authenticated, project-only view of published roadmap steps, tasks, and updates, with task comments and decision sign-off.
- [Project maps and roadmaps](https://flopinio.com/help/project-maps-and-roadmaps.md): Plan project milestones with roadmap steps, trace records on the project map, and turn weekly reviews into approved client updates.
- [Task reviews and work logs](https://flopinio.com/help/task-reviews-and-work-logs.md): Use the task board, work logs, audit history, AI task reviews, and retrospectives to execute and explain task work.

## Billing and invoicing

- [Time tracking](https://flopinio.com/help/time-tracking.md): Track time with a timer or add it by hand, link it to the right task, project, and client, and import it into invoices.
- [Invoices](https://flopinio.com/help/invoices.md): Build an invoice from tracked time, review it, send it, record payments, and follow up with reminders, all on one record.
- [Company and billing](https://flopinio.com/help/company-and-billing.md): Where your organization profile, plan, members, and billable-member settings live, and who should change them.
- [Payments and reminders](https://flopinio.com/help/payments-and-reminders.md): Record invoice payments, schedule or send payment reminders, generate recurring invoice drafts, and keep bank details ready for invoices.
- [Expenses](https://flopinio.com/help/expenses.md): Track client and project costs, and mark which expenses should be considered during invoice review.
- [Workspace reports](https://flopinio.com/help/workspace-reports.md): Generate a read-only AI report across visible clients, projects, tasks, and notes, with grounded evidence and report history.

## AI and automation

- [Assistant](https://flopinio.com/help/assistant.md): Ask questions about your workspace, get summaries, and draft tasks, requests, or notes that you review before they're saved.
- [Agent activity](https://flopinio.com/help/agent-activity.md): See every AI run, review approvals waiting on you, and work out why an AI action failed or was unavailable.
- [Automation rules](https://flopinio.com/help/automation-rules.md): Launch approved runtime skills automatically when requests, tasks, notes, or invoices reach defined triggers, with every run visible in Agent Activity.
- [MCP, Claude, and ChatGPT apps](https://flopinio.com/help/mcp.md): Connect Flopinio to Claude, ChatGPT Apps, and compatible MCP clients through scoped reads, staged approval-backed writes, and observable runtime actions.
- [Grounded execution](https://flopinio.com/help/grounded-execution.md): Learn how Flopinio supports concrete review, draft, preparation, and staged-action workflows while keeping approvals, runtime visibility, and human control explicit.

## Integrations

- [Integrations](https://flopinio.com/help/integrations.md): Connect email, Slack, Telegram, Google, Jira, and AI clients to Flopinio, and see how their messages reach External Inbox for review.
- [Slack](https://flopinio.com/help/slack.md): Connect Slack for yourself, choose which channels and DMs are scanned, review Slack messages in External Inbox, and keep replies behind approval.
- [Email and mailbox rules](https://flopinio.com/help/email-and-mailbox-rules.md): Control which emails from a connected mailbox reach External Inbox, and add category and urgency hints to the ones that do.
- [Google integrations](https://flopinio.com/help/google-integrations.md): Learn what Google data Flopinio requests, stores, processes, sends, and deletes when you connect Google Sign-In, Gmail, or Google Calendar.
- [Telegram bot](https://flopinio.com/help/telegram-bot.md): Use the Flopinio Telegram Bot for quick mobile capture and lightweight assistant access from chat.

## Account and security

- [Team and access](https://flopinio.com/help/team-and-access.md): Invite members, set roles and access profiles, apply access rules, and organize people into teams.
- [Account security](https://flopinio.com/help/account-security.md): Manage your profile and password, enable multi-factor authentication, keep recovery codes, and sign out other sessions.
- [Subscription billing](https://flopinio.com/help/subscription-billing.md): See your plan, limits, and execution credits, start checkout for an available plan, and manage your subscription through Paddle.

## Tutorials

- [Tutorials](https://flopinio.com/help/tutorials.md): Six step-by-step walkthroughs that follow one client, Northstar Health Labs, from first email to paid invoice.
- [Capture to request to task](https://flopinio.com/help/tutorials/capture-to-request-to-task.md): Turn a client email into a reviewed request and then a task someone owns, without losing the client's original words.
- [Note to decision](https://flopinio.com/help/tutorials/note-to-decision.md): Turn meeting notes into a decision with explicit sign-off, so the agreement is easy to find and prove later.
- [Assistant draft to record](https://flopinio.com/help/tutorials/assistant-draft-to-record.md): Ask the assistant to draft a task from your workspace context, check the draft, and save it as a normal record.
- [Project health follow-up](https://flopinio.com/help/tutorials/project-health-follow-up.md): Run a project health check, read what it found, and turn the risks into assigned tasks and a client update.
- [Time to invoice](https://flopinio.com/help/tutorials/time-to-invoice.md): Turn a month of tracked time into an invoice, send it, record payments, and follow up until it's paid.
- [Integration to External Inbox](https://flopinio.com/help/tutorials/integration-to-external-inbox.md): Connect your email or chat so client messages arrive in External Inbox, then capture the right ones as work.

## Troubleshooting

- [Troubleshooting](https://flopinio.com/help/troubleshooting.md): Fixes for the most common problems, including missing buttons, unavailable AI actions, demo workspace limits, and integrations that stopped syncing.