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Start guide

Getting started

Start guide

Flo starts with capture. Open Live for real-time conversations, use Moments for notes and async context, search Memory when something comes back around, and review Followups before deciding what should become structured Taskologic work.

Use it

Open the topic when you need the fastest path through this Flo workflow.

Confirm

Check the behavior against the bullets below before handing it to a teammate.

Next step

Move to the related topics at the bottom when the workflow crosses surfaces.

  • Create or sign into a Flo account.
  • Confirm workspace access and Flo module availability.
  • Open Live to start a session or capture a Moment from notes.
  • Review Moments, search Memory, and track Followups.
  • Connect or amplify to Taskologic when the team is ready for execution.

Related Getting started

Keep moving through this workflow