Detailed how-to articles for each topic below are being written and will publish here. In the meantime, reach support directly and we will walk you through anything.
Getting started
- Create your workspace
- Connect your first inbox (Gmail or IMAP/SMTP)
- Generate your first proposal from a deal
- Invite teammates and assign roles
Using AI
- How AI zones work inside templates
- Regenerating individual sections inline
- Knowledge base + RAG grounding
- Finn AI assistant
Templates
- Use a platform template for your industry
- Upload your own DOCX as a template
- Add placeholders and variables
- Watermarks (text + logo) and footers
Workflow
- Approval workflow (submit → review → approved → sent)
- Sending proposals and invoices via email
- Recording payments
- Pipeline and deal stages
Account & billing
- Plan limits and upgrades
- Credits and how they work
- Adding users
- Cancel or change plan
Still stuck?
Email support@flowshark.ai and a human will respond. Faster response targets are available on Business and Enterprise contracts.
Questions about this page?
Reach the team — we reply fast.