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Getting Started with Cambigo

Welcome to Cambigo! This guide will help you create your first workflow and understand the basic features.

Creating Your First Flow​

Starting a New Flow​

  1. Sign in to your Cambigo account
  2. From the dashboard, click New Flow or Create Flow
  3. Give your flow a title (you can change this later)
  4. Optionally add a description
  5. Click Create

You'll be taken to the flow editor where you can start building your workflow.

Understanding the Interface​

Dashboard View​

The dashboard shows all your flows:

  • My Flows: Your saved workflows
  • Recent: Recently accessed flows
  • Offline: Flows stored locally on your device

Flow Editor Views​

Cambigo offers different views for working with your flows:

  • Table View: Edit and organize steps in a spreadsheet-like interface
  • Document View: See your flow as a formatted document
  • Sharing View: Manage share links for your flow

Switch between views using the view selector in the header.

Adding Steps to Your Flow​

Method 1: Add Steps One at a Time​

  1. In Table View, click Add Step or the + button
  2. Enter a title for your step
  3. Optionally add a description
  4. Click Save or press Enter

Method 2: Bulk Add Steps​

For quickly adding multiple steps:

  1. Click Bulk Add Steps at the bottom of the editor
  2. Type one step title per line
  3. Click Next to preview
  4. Click Add Steps to confirm

See the Bulk Add Steps reference for advanced features like phases and alternatives.

Organizing Your Workflow​

Adding Descriptions​

Click on any step to open the editor and add:

  • Detailed descriptions
  • Notes and context
  • Data requirements
  • Reference links

Creating Phases​

Phases help organize complex workflows into major sections:

  1. When adding steps, prefix the title with #
  2. Example: # Planning Phase
  3. Phases appear with visual distinction in your flow

Adding Alternative Branches​

For steps with multiple options:

  1. Create a step that describes the choice
  2. Add sub-steps starting with -
  3. Example: 
    Payment Method
    - Credit Card
    - Bank Transfer
    - PayPal

Saving Your Work​

Cambigo automatically saves your changes as you work. You'll see a save indicator when changes are being saved.

Online vs. Offline Flows​

  • Online flows: Saved to your Cambigo account and accessible from any device
  • Offline flows: Stored only on your current device for privacy or when working without internet

You can choose the storage location when creating a flow.

Viewing Your Flow​

Document View​

Click Document View to see your workflow as a formatted document:

  • Steps are displayed in sequence
  • Phases create visual sections
  • All details and notes are included

Customizing the Display​

In Document View, use the filters to control what appears:

  • Show/hide descriptions
  • Include/exclude notes
  • Display attachments
  • Show reference links

Sharing Your Flow​

To share a workflow with others:

  1. Switch to Sharing view
  2. Click Create Share Link
  3. Set an expiration date (1-90 days)
  4. Optionally set a view limit
  5. Copy the link to share

See the Flow Sharing guide for more details.

Exporting Your Flow​

Export your flow for offline use or sharing:

  1. In Document View, click the Export menu
  2. Choose your format:
    • Word: For editing in Microsoft Word
    • JSON: For backup or importing into another Cambigo account

Next Steps​

Now that you've created your first flow, explore these features:

Tips for Success​

Start Simple​

Begin with just the main steps. You can always add details later.

Use Meaningful Titles​

Give steps clear, descriptive titles that explain what happens.

Add Context Gradually​

Don't try to document everything at once. Add descriptions and details as you refine the workflow.

Review in Document View​

Regularly view your flow as a document to see how it reads and identify gaps.

Save Frequently​

While Cambigo auto-saves, it's good practice to manually save after major changes.

Common Questions​

Q: How many steps can I add to a flow?
A: There's no strict limit, but flows with 50-100 steps are typical. Very large flows might be better split into multiple related flows.

Q: Can I reorder steps after creating them?
A: Yes, you can drag and drop steps in Table View to reorder them.

Q: What if I make a mistake?
A: Use your browser's undo function (Ctrl+Z or Cmd+Z) to reverse recent changes.

Q: Can I copy a flow?
A: Yes, export the flow as JSON and import it to create a copy.

Q: How do I delete a step?
A: Click on the step to open it, then look for the Delete button in the editor.

Getting Help​

If you need assistance: