Building

Building in Felix follows a simple flow: you describe your process in the Chat, Felix builds it, you Preview the steps, Run it to test, then Share it with your team. You don’t need to prepare anything before you start. A rough description is enough to begin.

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The building flow

Chat → Preview → Run → Share

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What you need to get started

• A process to automate — anything repetitive, document-heavy, or rules-based works well
• A Felix account — sign in at app.felix.so
• Your connectors — if your workflow needs an external service, connect it in advance or when Felix prompts you mid-build

That’s it. No flowcharts, no technical specs, no code.

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What makes a good workflow

Felix works best on processes that:

• Happen repeatedly on the same kind of input
• Follow consistent rules or logic
• Involve documents, data, or structured information
• Currently depend on someone being available to do them manually

Good candidates:

• Extracting key clauses from batches of contracts
• Screening new insurance applications against underwriting criteria
• Pulling data from a regulatory database and flagging changes
• Generating a compliance report from multiple data sources

Less suited to Felix:

• One-off tasks with no repeating structure
• Processes that require real-time conversation or open-ended judgement at every step

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Human Checkpoints

You stay in control at every stage. At any point in a workflow, you can add a Human Checkpoint — a pause that waits for your approval or input before execution continues. Use Human Checkpoints before any step that sends, publishes, deletes, or makes a decision you want to review first. See Human Checkpoints for a full guide.

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Tips

• Start with one step. Get it working, then add more.
• Be specific about outputs. Tell Felix what format you need — a table, a CSV, a document, a Slack message.
• Use @mentions to reference connectors explicitly: @Slack, @GoogleDrive, @OpenAI.
• Add a Human Checkpoint before any irreversible action.