Quickstart Guide

Get FlowMind up and running in your Slack workspace in less than 15 minutes.

Before you begin

  • Admin access to your Slack workspace
  • A list of team members you want to survey
  • 5-10 minutes for initial setup
1

Connect FlowMind to Slack

Start by connecting FlowMind to your Slack workspace. This gives the app permission to send surveys and collect responses.

You'll need to go to the main website to start the setup process. You'll be redirected to Slack to authorize the connection. Make sure you're logged into the correct workspace.

What permissions does FlowMind need?

  • • Send messages as @FlowMind bot
  • • View basic team member information
  • • Create and manage survey responses
2

Configure Your First Survey

Choose from our pre-built survey templates. We recommend starting with our "Sales Team Pulse" template.

Sales Team Pulse

5 questions, 2 minutes

  • • Energy levels
  • • Workload balance
  • • Team support
  • • Goal clarity
  • • Job satisfaction

Quick Check-in

3 questions, 1 minute

  • • Today's mood
  • • Current challenges
  • • Support needed

💡 Pro tip

Start with shorter surveys to build the habit. You can always add more questions once your team is engaged.

3

Set Your Schedule

Choose when and how often your team receives surveys. Most teams see best results with daily or weekly pulses.

Recommended schedules

4

Invite Your Team

Add team members to start receiving surveys. You can add individuals or sync your entire workspace.

Two ways to add team members:

A

Individual invites

Search and select specific team members

B

Channel sync

Automatically sync members from specific Slack channels

🎯 Best practice

Start with a pilot group of 5-10 team members to test and refine your approach before rolling out to everyone.

5

Launch & Monitor

That's it! Your first survey will be sent at the scheduled time. Monitor responses and insights in your dashboard.

24h

First insights available

7d

Trend analysis begins

Ready to Transform Your Team's Performance?

Get ahead of retention risks with Slack-native pulse surveys and AI insights. Two questions. 30 seconds. Real insights.

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