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User Guide/Workflows

Workflows, Dashboards & Templates

Build Kanban pipelines, custom dashboards with widgets, and reusable message templates.

By the Noematic team ·

Create a workflow called 'Client Onboarding' with stages: Intake, Documents, Setup, Active
Add an entry to the onboarding workflow for Jane Smith
Move Jane to the 'Setup' stage
Show me the onboarding board
Create a dashboard called 'Business Overview' with widgets for revenue, client count, and tasks due
Create a template called 'Welcome Email' with subject 'Welcome to {{business_name}}'

Click the copy icon to copy a prompt, then paste it into your Noematic chat.

Custom Workflows

Build Kanban-style boards for any process.

Using Chat

Create a workflow called 'Client Onboarding' with stages: Intake, Document Collection, Setup, Active
Add Jane Smith to the onboarding workflow
Move Jane to the Setup stage
Show me the onboarding board

Using the Dashboard

  1. Go to Customize → Workflows in the sidebar (Edit mode).
  2. You'll see all your workflows listed.
  3. Click on any workflow to see its Kanban board with entries organized by stage.

Creating a workflow manually is best done through chat — the AI handles stage configuration, colors, and auto-actions. The dashboard lets you view and interact with the board.

Custom Dashboards

Build dashboards with configurable widgets to visualize your business data.

Using Chat

Create a dashboard called 'Business Overview' with widgets: Revenue This Month (metric from invoices), Active Clients (count from clients), Tasks Due (list from tasks)
Add a widget to my dashboard: Overdue Invoices, metric type, data from invoices

Using the Dashboard

DataDashboards

3

Total Dashboards

12

Total Widgets

Creating a dashboard manually:

1

Switch to Edit mode

2

Enter a name and description

3

Click Create

4

Click on the dashboard to manage widgets

Enter name...
Enter description...
Save
CreateSet as MainDelete

Widget types: Metric (single number), List (table of items), Chart (visual chart).

Custom Templates

Create reusable message and email templates with variables.

Using Chat

Create an email template called 'Welcome Email': subject 'Welcome to {{business_name}}', body: 'Hi {{client_name}}, welcome aboard!...'
Render the Welcome Email template for Jane Smith

Using the Dashboard

Go to Customize → Templates in the sidebar (Edit mode) to view, create, and manage templates. Variables like {{client_name}} are automatically filled in when the template is rendered.