How to Set Up Flowfiy: The Complete 4-Step Setup Guide
From sign-up to your first AI-personalized campaign in under 15 minutes — no API keys to manage. Here's every step and why it matters.
Flowfiy runs a fully managed outbound pipeline — it finds leads that match your description, researches each company, qualifies them 0–100, and writes personalized outreach. There are no API keys to wire up. All it needs from you is who you're selling to, who you want to reach, and your Gmail to send from. This guide walks through all of it in order.
The 4 steps
Subscribe and create your workspace
Head to the sign-up page and create your account with your work email or one-click Google sign-in, then start your plan — $50/month for 400 credits, roughly 600–800 leads depending on how specific your searches are. There are no API keys to buy and no separate provider bills; the AI and data sources are fully managed.
Once you confirm your email, Flowfiy creates your workspace and drops you straight into onboarding. This is the account that owns your leads, campaigns, and credits, so use the email your team actually checks.
Create your accountSet your business profile & ICP
Onboarding walks you through your business profile and your Ideal Customer Profile (ICP). This is the single most important step — everything the AI writes is anchored to what you tell it here.
Be specific. These details shape both who Flowfiy targets and how every email reads:
- What you sell and the core problem it solves
- Target industries, company size, and geography
- The job titles and seniority of the people you want to reach
- Your value proposition and proof points
You can refine all of this any time from Settings. A sharper profile means tighter lead lists and more relevant, higher-converting outreach. (Not sure what an ICP is? Read our ICP definition.)
Edit your profile & ICPDescribe the leads you want
This is where Flowfiy replaces filters and manual list-building. In plain English, describe exactly who you want to reach — including qualitative conditions a normal filter can't express:
- “Coffee shops in Austin with no website”
- “Dentists in Texas with poor Google reviews”
- “B2B marketing agencies under 20 people with an outdated site”
If your request is ambiguous, Flowfiy asks a couple of quick clarifying questions, then shows you a plan: which sources it will search, how each condition is checked, and a credit estimate. Nothing is charged until you hit Run — and you're never charged above the estimate you approve.
Describe your leadsReview and send from your Gmail
Connect Gmail with one click via Google OAuth so outreach goes out from your own inbox — no shared IPs, no deliverability penalty. Flowfiy only sends email; it never reads your inbox or deletes messages.
When a run finishes you get a list of qualified leads — each scored 0–100 with reasoning — and a personalized email plus follow-ups for every one. Review them, edit anything you like, and send. You only spend credits on the qualified leads you keep; an empty search costs nothing.
Connect GmailThat's it — you're live
With your profile set and Gmail connected, head to Leads and describe your first search. The pipeline runs discover → research → qualify → personalize, then you review the copy and launch from Campaigns. Track everything live on your dashboard.
Ready to set it up?
Start your $50/month plan and follow these 4 steps — most teams are sending in under 15 minutes.
Get started