Getting the Most from Connections

What's worth connecting

Connections is most useful for material Flow AI can draw on to give answers grounded in how your company actually operates, not just general advice:

• SOPs and operating procedures

• Brand guidelines

• Product manuals

• Training materials

• Campaign briefs

These match the category tags available when adding a document, which makes them easier to find again later.

Choosing between a Doc, a Link, and a Snippet

Use a Doc

For anything that already exists as a file — a PDF manual, a Word document, an official guideline.

Use a Link

Remember a link only refreshes monthly and only follows up to two pages deep. For a large site, link directly to the specific page with the information Flow AI needs, rather than a general homepage.

For content that lives on a webpage and changes occasionally — an internal wiki page, a public policy page.

Use a Snippet

For a short, self-contained fact that doesn't need a whole document — a single policy line, a quick reference number, an answer to a common question.

Returns are accepted within 30 days of purchase with a receipt.

Keep the "Used by Flow AI" toggle in mind

If you're storing something in Connections for your own reference but don't want it factored into Flow AI's answers — a draft, something outdated but kept for record — turn the toggle off rather than leaving it out entirely.

New to Connections? See "What is Connections?" for an overview, or "How to Add a Source to Connections" for the steps.

If you have any questions or feedback, please contact support at [email protected].