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Flow Documentation#

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Flow Documentation writes a readable description of a Flow: what the process is for, how it starts, which data it touches, how it branches, and which documents and notifications it produces. It is meant for the people who do not build Flows — colleagues being onboarded, a team taking a process over, or an auditor who needs to see what actually happens.

The description is written from the Flow itself. Every id inside the Flow is resolved first, so the text names the form field, the Business Model property, the selection option and the responsible group instead of the identifiers they are stored under.

Writing the documentation#

Open the Flow in the Flow Designer and click Flow documentation at the bottom of the page, next to Export and Import.

Open the documentation from the Flow Designer

The dialog opens on the revision you have in front of you. Nothing is written until you ask for it — a run takes about a minute and is charged to your AI integration, so it never starts on its own.

The dialog offers to write the documentation

While the documentation is being written, the dialog shows its progress. You can close it and keep working; the run continues and the result is stored when it finishes.

The documentation is being written

Note

The run lives in the browser tab. Reloading the page or closing the tab ends it, and the text is only stored once it is complete.

The result#

The finished documentation

The document covers:

Section What it contains
Purpose What the process achieves
Trigger How the process starts, including every entry path
Data The Business Objects involved and what each contributes
Course of the process The steps in order, grouped into phases
Decision logic Every branch: what is checked, and what follows from each outcome
Documents and notifications What is generated or sent, and when
Status changes How each object's status progresses
Possible defects Things that look wrong, each with its effect
Maintenance notes Things that cost time when the Flow is changed

The last two sections are worth reading even when you know the process. They report duplicated paths that have to be edited in two places, steps sharing a name, document output that is switched off, and values that do not fit their field — each with what it actually causes, or a plain statement that the effect cannot be determined from the Flow.

Reopening, regenerating and saving#

Actions on a stored documentation

  • The documentation is stored per revision. Opening the dialog again shows the stored text immediately, without writing it a second time.
  • If the Flow has changed since, the dialog marks the document as written for an earlier revision.
  • Regenerate replaces the stored text and asks before doing so.
  • Copy puts the Markdown on the clipboard.
  • PDF opens your browser's print dialog on the document alone, so you can save or print it.

Language#

The document is written in the language your interface is set to, whatever language the Flow's own labels use — an English interface describes a German Flow in English. Names taken from the Flow are quoted as they are, so an email subject or a status option keeps its original wording.

Each language is stored separately. Switching the interface and opening the dialog again offers to write the document in the new language; it does not replace the one already stored.

Which AI model is used#

The documentation is written by the AI integration configured for your account under System Integration. When your account brings its own integration, the dialog names it — provider and model — above the button, so you can see where the request goes before you start it. With the platform's own model, nothing is shown.

Sub-processes#

A Flow that calls another Flow names it but does not describe it. Sub-processes are documented separately: open the sub-process in the Flow Designer and write its documentation there.