Tutorials
Six step-by-step walkthroughs that follow one client, Northstar Health Labs, from first email to paid invoice.
- Who can use this
- Authenticated workspace members
On this page
Explore integration diagram
Integration diagram
Tutorials
Integration diagram. The text on this page has the exact steps and permissions.
One client, start to finish
The tutorials follow one fictional client, Northstar Health Labs, through a real piece of work: an urgent ask about rollback guidance during their patient portal launch. Each tutorial covers one part of the journey. Together they cover the whole loop, from the first email to a paid invoice.
Recommended order
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1
Capture to request to task: turn Northstar's email into a task.
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2
Note to decision: record what was agreed on the steering call.
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3
Assistant draft to record: use the assistant to draft follow-up work.
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4
Project health follow-up: spot launch risk before the client does.
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5
Time to invoice: bill the 16.5 hours and collect payment.
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6
Integration to External Inbox: connect email so the next ask arrives by itself.
Note
Practice in the demo first
New to Flopinio? Start the one-click demo from the dashboard. It's a sandbox, so you can edit tasks, run a timer, and preview sending and payment without contacting anyone. See Getting started.
What you need
A client, a project, and normal workspace permissions. Use your own client or create Northstar Health Labs to follow along exactly. Steps that use AI also need AI access on your plan and either hosted AI credits or a valid, explicitly selected OpenAI or Anthropic key.
FAQ
Do I need to do the tutorials in order?
No, but they build on each other. If you skip ahead, create the client, project, and task the earlier tutorials set up.