Creating your Workflow Automation account
Once you’ve upgraded your Podio account to Premium, you’ll receive Workflow Automation as a part of your plan. To create your Workflow Automation account, please have the contract owner follow the 4 simple steps below:
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The contract owner of Podio will need to go to workflow-automation.podio.com to create the Organization’s account.
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Click the Login button in the top right corner
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Click on the green Create Account button. This will automatically link to the Podio account you’ve just upgraded.
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All Workspaces you’re an admin of will be pulled in and you can begin creating flows!
Once your account is created, you can add your Podio users to the Workflow Automation side via the Account > Account Details > Additional Users section. This guide can help!
Pro Tip: If you add or make any changes to Workspaces or Apps, please remember to do a Refresh from Podio to keep everything updated.
Note:
If you close your browser and do not create the account when prompted, you may need Support to create the account for you. Please have the contract owner reach out and provide the Organization’s name and we’ll be happy to assist!