Let’s get you started, nice and easy.

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Product overview

Start by getting to know the app. This tour gives you an overview of what you can find in each of the navigation items.

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Prepare to build

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:

  • Add users
  • Start integrating other tools
  • Generate your key for any custom integration you might need
  • Start building workflows

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Advanced configuration

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.

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Key features to explore as next steps

  • Data references: When building workflows, you can re-use data from the workflow (metadata, user-entered data, and data obtained from integrations). Learn how to use data references and variables
  • Changelog: You can build workflows, test draft versions, and revert changes. Learn more about version control
  • Branching: Base steps on conditions to account for multiple workflow paths. Learn more about conditions
  • Multiple ways to start a workflow: Start workflows manually or when a trigger is received. Learn more about how to start workflows
  • Portals: You can share specific workflows as portals available to users. The users can start workflows from there and use this space as their quick resolution center. Learn more about portals