Getting started: from signup to your first approved action
Set up flo.space in about 15 minutes: create a workspace, connect your first tool read only, review the first prepared actions, and approve one.
How to connect Gmail (and what each permission grants)
Connect Gmail to flo.space over Google OAuth: the exact scopes requested, what each grants, Workspace admin notes, and how to revoke access instantly.
How to connect QuickBooks Online
Connect QuickBooks Online to flo.space with Intuit OAuth: read-only scopes first, what flo.space reads from your books, and when write access is requested.
How to connect Stripe
Connecting Stripe to flo.space: read-only payment data, approval-gated payment links and refunds, and the high-risk flag on money actions.
Approving, editing, declining, and reassigning actions
The four decisions on every prepared action in flo.space: approve to execute, edit in plain language first, decline with a reason, or reassign to a teammate.
How risk levels and approval rules work
Every flo.space action is scored Low, Medium, or High risk by amount, recipient, and reversibility. Approval rules route each level to the right reviewer.
Editing drafts with AI before you approve
Change any flo.space draft in plain language before approving: tone, terms, length, details. The edit applies to the draft, and you approve what you read.
Troubleshooting: expected actions not appearing
When the flo.space queue seems quiet: connection checks, why old context does not backfill, scope gaps, and when to contact support.
Team roles and seats: owner, manager, rep
flo.space roles explained: the owner manages connections, seats, and billing, managers approve for their own team, and reps prepare and submit actions.
Disconnecting tools and revoking access
Revoke flo.space’s access to any connected tool instantly, from either side: flo.space settings or the provider’s security page. What happens to your data.
Reading the audit trail
Every flo.space action is logged: source data, draft, reasoning, risk level, who decided what, and the result. How to read and use the trail.