Guides
How it all works
The same guides that sit inside the app, published here so you can read them before signing up for anything. Every one of them describes what the product actually does today.
Creating a stream
How to create a workflow in StreamsApp, from a ready-made template, from a blank stream, or from a process document read by AI.
Building a stream with AI
Turn a spreadsheet, an SOP, a Word procedure or a slide deck into a working process with steps, fields and required-field gates.
Steps, required fields and gates
How to set up the stages of a process, write documentation for each one, require fields before a job can advance, and gate a step on a quote or invoice having genuinely happened.
Working through a stream
The records in a stream, the dashboard counts, filtering, searching, sorting, and choosing which columns the table shows.
Working on a record
Filling in a step, advancing a job, sending email and SMS from the record, quotes, invoices, notes, tasks and the audit trail.
One record across several processes
When a job continues into another stream, how the linked chain is shown as a single record with a merged history.
Grouping your contacts
Creating named groups of contacts and what a group is for.
Importing contacts into a group
Adding people to a group by search or by CSV import, matching people you already have instead of duplicating them.
Finding what is stuck
Analytics across every stream at once: aging, per-step funnels, average time at each step, and the records stuck longest.
The milestone timeline
Plotting planned dates and step transitions across records on a horizontal timeline, with filters by stream, assignee and record.
Organisation settings
Your business details, logo, country, payment configuration, accounting connections and exporting all of your data.
Team members and security requirements
Inviting people, changing roles, and requiring two-factor authentication or passkeys across the whole organisation.
Your own account
Your name, sign-in email, notification preferences, password, passkeys, two-factor authentication and recovery email.
Email, SMS, scanning, quotes and invoicing
Every add-on is available on every plan. What each one costs in tokens and how to configure it.
Sending email from your own domain
Emails work with no setup at all. How to send from your own address instead, and the DNS records that needs.
Plans, tokens and top-ups
How the monthly token bucket works, what each action costs, and how to top up or change plan.
Your billing history
Finding and downloading your own invoices from StreamsApp.
Importing records from a CSV
Bulk-creating records from a spreadsheet, mapping columns to fields, and how user and contact columns are matched.
Exporting your records
Downloading a stream's records as CSV, including archived records, and exporting invoices with the GST fields a bookkeeper needs.
Pushing records in from another system
Creating an API key and posting records into a stream from a website form or another system.
The audit log
Every change and every failure the organisation felt, with before and after values, filters and CSV export.
Getting help
Reporting a bug, sending feedback, and what priority support covers.
Start with the free plan
Two users, 500 records and every feature switched on. No credit card, and your data stays in Australia.
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