Flows is where you automate the repetitive parts of your work, under Automation in the left nav. A flow watches for something to happen, then runs the steps you set up, like creating a task, sending an email, posting to Slack, or updating a field.
Build a flow
There are three ways to start:
- Describe it in plain language. Type what you want (“When health drops below 40, create an urgent task for the account owner”) and GainTrace turns it into a flow you can edit.
- Start from a template for a common play.
- Build in the canvas and drag the steps together yourself.
Any of these drops you into the editor, a canvas where you connect a trigger to a series of actions. It saves as a draft while you work on it.
What a flow can do
A trigger starts a flow, like a Signal, a Schedule, a Data change, or a Manual run. From there, the steps can:
- Create a task for an owner
- Send an email or a Slack message
- Update a field on the account
- Branch on a condition, or wait before the next step
Test before you turn it on
Save the flow, then use Test to run it once and watch each step light up on the canvas. When it looks right, Activate it. You can Pause it or drop it back to a draft any time. The flows list shows each flow’s status, how many times it’s run, and its success rate.
Good to know
- Some steps need a channel connected to do their job. Sending email needs email set up for GainTrace, and the Slack step needs Slack connected. If a channel isn’t ready, that step is skipped and the rest of the flow still runs.
- Test only works once you’ve saved the flow.
Last modified on July 6, 2026
MCP