Booflow

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Getting Started

Go from zero to running your first flow in under 10 minutes.

What is Booflow?

Booflow is a collaborative workflow platform where your team creates structured flows and invites clients, vendors, and partners to participate via magic links — no account required on their end. Each flow is made up of tasks with types, assignees, due dates, and dependencies, so everyone always knows what needs to happen next.

Unlike a project management tool built for internal teams, Booflow is purpose-built for cross-company processes: onboarding a new client, collecting vendor documents, getting a contract signed, or running a design review with an external agency.

Key Concepts

Flow

A running instance of a process, with tasks, participants, and a lifecycle.

Task

A single unit of work inside a flow — can be manual, a file upload, an approval, and more.

Template

A reusable blueprint of steps that you instantiate into a new flow.

External User

A client, vendor, or partner who participates without a Booflow account.

Magic Link

A secure, tokenized URL that gives an external user access to their checklist — no login required.

Step 1: Create your account

Go to booflow.com/register and enter your name, email address, and company name. No credit card required — you start immediately on a 14-day trial with full Pro features unlocked so you can explore everything before deciding on a plan.

booflow.com/register

Step 2: Start from a template

In the sidebar, click Templates. Your workspace comes pre-loaded with five starter templates — choose the one closest to your process. Click Use Template, give the new flow a name, and Booflow creates a DRAFT flow with all the tasks already configured and linked in order.

You can also browse the public template marketplace at /templates for community-built processes.

Step 3: Configure your tasks

On the flow page, click any task to open its detail panel. You can edit:

Name & description

What this task is and what the assignee needs to do.

Assignee

An internal team member or an external participant (client, vendor, etc.).

Due date

Optional hard deadline for the task.

Task type

MANUAL, FILE_UPLOAD, APPROVAL, SIGNATURE, MEETING, CALENDAR_EVENT, or WEBHOOK.

Checklist items

Sub-items the assignee must fill out: text, yes/no, file upload, date/time.

Step 4: Invite your team

Go to Settings → Members → Invite to add your colleagues. Booflow has three workspace roles:

Owner

Full control: billing, settings, members, all flows.

Admin

Can manage flows and invite or remove members. Cannot access billing.

Member

Can create and manage their own flows. Cannot manage members or settings.

Step 5: Start the flow

When you're ready, click Start Flow on the flow page. Booflow moves the flow from DRAFT to ACTIVE status. The first eligible tasks become READY immediately:

Internal assignees receive an in-app notification and an email.

External participants receive a magic-link email with a direct link to their personal checklist.

Tasks blocked by dependencies stay PENDING until their predecessors complete.

What's next?

Now that your first flow is running, explore the rest of the docs to get the most out of Booflow.

Flows & Tasks →External Users & Magic Links →Integrations →

Booflow