Document Center
Browse all flows in the unified document hub
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Build flowcharts, sketch ideas, and map out processes on an infinite canvas. Drag shapes, draw freehand, connect the dots—and do it all with your team in real-time.
Bundles
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Plugins / Productivity
Visual diagrams with freehand drawing, smart connectors, and real-time collaboration
Integrations
Productivity
Smart task management with AI-powered creation, multiple views, and complete customization
One calendar to see everything—tasks, meetings, time-off, and any date field from your workspace
Collaborative documents with templates, real-time editing, and record linking
Professional presentations with AI authoring, real-time collaboration, and presenter mode

Flows
Client onboarding
Linked to Clients
Quote approval
Linked to Quotes
Site visit checklist
Linked to Projects
Julie
ACME · Settings
Conversation
Ask Nixa
Client onboarding
Client onboarding
Share
Yes
No
Quote signed
Open client portal
Kickoff meeting
Deposit invoice
Documents complete?
Send a reminder
Project starts
Could an Agent send this reminder automatically?
Amira
Samuel
Linked to · Clients
100%
Conversations
Tables
Search
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