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

The wizard starts with a short intro. Click Let’s go to begin the actual setup.

Step 2 — Your profile

• First name and last name are required. They are used for email signatures and personalised messages. If you signed in with Google or Microsoft, both are already prefilled.
• Industry is optional — it helps Flino tailor tips and examples.

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

You choose whether to connect your mailbox 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 your email mailbox

Two equal tiles are on offer: Google Workspace / Gmail and Microsoft 365 / Outlook. Flino marks the tile matching your login with a Recommended badge (if you signed in with Microsoft, the Microsoft tile comes first); both remain freely selectable. Connect starts the provider’s secure OAuth flow:

• Google — send emails on your behalf and read replies, import offer PDFs from Drive, create follow-up events automatically
• Microsoft 365 — send emails through your Outlook mailbox and read replies, create follow-up events automatically (a Drive import exists only with Google)

After a successful connection, the step shows “Mailbox connected!” with your address and an Active badge. Set up later skips the step. Details: Connect Gmail and Google, Connect Microsoft 365

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

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

If you want to walk through the wizard again:

1. Go to Settings → Organisation.
2. Scroll to Onboarding and click Restart onboarding.
3. Confirm in the modal — you land back in the wizard.

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.

![Screenshot: onboarding wizard at the "First offer" step](TODO)