As a builder, you’ll be creating and managing workflows and integrations.
Let’s get you started, nice and easy.
Start by getting to know the app. This tour gives you an overview of what you can find in each of the navigation items.
The best way to start with Next Matter is to build a workflow and see how it works in practice. Then you can move on to adding team members and trying out more complex integrations.
Watch this tour to learn how to:
When you feel confident building a basic workflow and adding users, it’s a good idea to explore other features to help you become a Next Matter expert.
Configure Slack to get notifications
When a task is assigned, users get notified about it in their Next Matter inbox and by email.
However, you can also notify them by Slack.
Note that as an admin, you connect Slack, but each Next Matter user can decide on their own how they want to be notified.
Use AI to build
If you’re looking for ideas on how to break your workflow into steps, our AI can help you out. Click Create new workflow with AI and describe your workflow in a few words. We’ll give you some ideas of what your steps might be.
Use Visual builder to see all the dependencies of your workflow
When you start building your workflow, click Show visual in the top bar. Visual builder allows for drafting workflows in collaboration with Subject Matter Experts, where you can drag and drop steps together.
Connect a 3rd party tool using REST API
In the case of tools such as Asana, you’ll need to connect them using REST API.
To do that, you’ll need the 3rd party app’s API key. If you’re not an admin, you can ask your IT department to generate those for you.
To use such an integration when building a workflow, you’ll need a Integrations > Custom integration step.
You’ll need to provide:
You will find the 3rd party calls in their developer documentation.
Use Next Matter API
Actions such as completing a step can be easily achieved with Next Matter own REST API. You can find all the details here.
You’ll need to authenticate with the Next Matter API key, which you can generate in Company > Next Matter API keys.