Service Flow Pro help center

What do you want to set up?

Pick the product you have. We will show you one short step at a time. You do not need to know code.

AI SKILL PACK

Add your skills and use the first one.

Open the ZIP. Add the skill folders. Start one job with your AI tool.

Open the skill pack guide →DATA ANALYST TOOLKIT

Start your toolkit and add your first file.

Open the ZIP. Let your AI helper set it up. Run a sample report.

Open the data toolkit guide →CFO OPERATING TOOLKIT

Build your first Weekly CFO Pack.

Run the safe demo. Add finance files. Review cash, risks, and decisions.

Open the CFO Toolkit guide →
Quick help

Go right to the step you need.

Add an AI skill packUse your first skillFind any of the 51 workflowsStart the data toolkitAdd a business fileFind your data sourceBuild a Weekly CFO Pack