1. Create A Workspace
Each business starts with one workspace. The workspace contains apps, users, roles, data, workflows, reports, dashboards, files, and integrations.
SajiloFlow User Guide
Build And Run Business Apps
This guide explains how a business uses SajiloFlow to create a workspace, build apps, manage data, automate work, and connect existing systems.
2. Install Or Build An App
Start from an industry template or use AI Builder to generate a complete business app blueprint with objects, screens, permissions, workflows, reports, and sample data.
3. Model Business Data
Use Data Modeler to create objects like Customers, Leads, Patients, Students, Products, Orders, Tasks, Documents, or any industry-specific record type.
4. Design Screens
Create list pages, forms, dashboards, kanban boards, calendars, wizards, and public forms so teams can work without touching database tables.
5. Automate Workflows
Build approval flows, notifications, task assignments, status updates, scheduled jobs, retries, and AI-assisted actions from Workflow Studio.
6. Import And Export Data
Upload CSV or Excel files, preview rows, map columns to fields, validate records, and export business data when teams need reporting or migration files.
7. Connect External Systems
Use integrations, REST endpoints, webhooks, email, and provider settings to connect SajiloFlow with existing CRM, ERP, payment, SMS, email, or internal systems.
8. Control Access
Super admins and workspace admins add users, assign roles, manage permissions, and keep each business workspace isolated from other tenants.
Recommended First Setup
Login as Super Admin, create one workspace for the business, install a template or generate an app with AI Builder, invite team members, assign roles, add real data, then turn on workflows and reports.