Walk through onboarding in seven steps
On your first sign-in, the onboarding wizard opens automatically. You can also restart it later — see the section at the end.
Step 1 — Welcome
Section titled “Step 1 — Welcome”The wizard starts with a short intro. Click Let’s go to begin the actual setup.
Step 2 — Your profile
Section titled “Step 2 — Your profile”- First name and last name are required. They are used for email signatures and personalised messages.
- Industry is optional — it helps Flino tailor tips and examples.
Step 3 — Your company (workspace)
Section titled “Step 3 — Your company (workspace)”Here you name your workspace, for example “Mustermann Consulting”. This name appears in your emails and on the acceptance page your customers see.
Step 4 — Email sending
Section titled “Step 4 — Email sending”You choose whether to connect Gmail now (recommended) or skip this step and do it later.
Without a connected mailbox (Google Workspace or Microsoft 365 Business), Flino cannot send emails. You can still set Flino up and capture offers, but sending and follow-ups only start once your mailbox is connected.
Step 5 — Connect Google
Section titled “Step 5 — Connect Google”If you chose to connect Gmail, the OAuth step with Google follows. One approval unlocks three things:
- Gmail — send emails on your behalf and read incoming replies
- Google Drive — import offer PDFs straight from Drive
- Google Calendar — create events directly when a meeting is detected in a reply
Click Connect with Google, grant the permission, and you land back in Flino with status Connected.
Step 6 — First offer
Section titled “Step 6 — First offer”You have three options:
- Enter manually — only a title is required, the rest can wait
- Upload a PDF — Flino extracts title, amount, valid-until date, and customer info automatically (with confidence badges “Sure” / “Review” / “Uncertain”)
- Use a sample offer or Create later
Inline shortcuts for New company and New contact let you create master data right inside the wizard.
Step 7 — Done
Section titled “Step 7 — Done”A checklist shows what you have completed (organisation, email, Google, first contact) and what is still open. The buttons View first offer or Go to dashboard end the wizard.
Restart onboarding later
Section titled “Restart onboarding later”If you want to walk through the wizard again:
- Go to Settings → Organisation.
- Scroll to Onboarding and click Restart onboarding.
- Confirm in the modal — you land back in the wizard.
What to do when a step is stuck
Section titled “What to do when a step is stuck”- Loading error: click Retry.
- Want to skip: Skip works in any step — you can catch up later in Settings.
- Required-field error in step 2: first name and last name are required.
