> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firsttouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# First Flow Guide

> A quick walkthrough for building your first flow.

This guide walks through a simple first flow: choose a trigger, add a few steps, review settings, and publish.

## 1. Create the Flow

* Go to **Flows**.
* Click **Create flow**.
* Choose **Create manually** or start from a template.

## 2. Pick a Trigger

* Choose how contacts will enter the flow.
* Common options are:
  * **CSV file** for a one-time imported list
  * **HubSpot segment (list)** for a synced list
  * **HubSpot workflow** for workflow-based enrollment
  * **Choose existing audience** to reuse an audience you already have
  * **Sales Navigator** for LinkedIn-based imports
  * **Trigger manually** for manual enrollment workflows

See [Choosing a Trigger](/WebApp/Flows/choosing-a-trigger).

## 3. Add Your First Steps

* A simple first flow might look like:
  * **Email**
  * **Delay**
  * **Manual task** or **Call**
* If you need branching, add a **Conditional Split**.
* If you want qualification or research before outreach, add an agent step.

## 4. Review Settings

* Open the flow settings drawer.
* Review:
  * enrichment settings
  * exclusion lists
  * ownership assignment
  * CRM integration settings
  * email tracking

See [Flow Settings](/WebApp/Flows/flow-settings).

## 5. Publish

* Fix any validation errors.
* Make sure the flow has a source and at least one step.
* Click **Publish** when you are ready to start enrollment.

See [Publishing & Routing](/WebApp/Flows/publishing).

## After Publishing

* Monitor performance and enrollment status from the flow.
* Review approval, call, and manual tasks in **Tasks**.
* You can still edit the flow after publishing.

<CardGroup cols={2}>
  <Card title="Choosing a Trigger" icon="bolt" href="/WebApp/Flows/choosing-a-trigger">
    Pick the right trigger for your flow.
  </Card>

  <Card title="Available Actions" icon="layer-group" href="/WebApp/Flows/Available-Flow-Actions/Email-Steps">
    Learn how each flow step works.
  </Card>
</CardGroup>