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Getting Started
Welcome to Metaflow 101
Understand Metaflow's greatest strengths and start automating across your GTM team.
Meet Metaflow
New users often ask, “What exactly does Metaflow do?”—a question that sounds simple but hides the platform’s depth. Metaflow combines drag-and-drop Flows, autonomous or co-pilot Agents, a free-form Canvas for composing content, and Records as your living vector database.
Modern knowledge work is a relay race through disconnected SaaS tools. Every hand-off drains attention and dilutes intent. Metaflow surfaces those hidden transfers, lets you wire them once, then runs them quietly in the background so you can stay on the problem you’re actually paid to solve.
In a single lesson you’ll see how Metaflow’s four core aspects—Agents, Flows, Canvas, and Records fit together.
What You Will Learn
How each core concept—Flow, Agent, Canvas, Content Editor—contributes to a streamlined AI workflow.
When Metaflow is the right tool versus ad‑hoc prompting or traditional app connectors.
A first‑principles mental model for separating human judgement from machine execution.
A practical example of turning a scattered process into a reusable, version‑controlled Flow.
Concept | What it is |
|---|---|
Flow | A repeatable playbook (think “launch the webinar nurture” or “refresh our SEO winners”) broken into clear steps you can turn on or off. |
Agent | Your autopilot teammate. Give it a task - “qualify today’s inbound leads,” “summarize yesterday’s social chatter” and it runs autonomously looping actions until the goal is met. |
Canvas | A drag-and-drop workspace where you lay out the creative blueprint: headlines, images, and see LLM infuse content on the fly. |
Content Editor | Save your work to a native editor to furnish details and ship publishable formats. Doubles as a second brain that compounds context every run. |
Conclusion
You now have the lay of the land: what Metaflow is, where it excels, and the mental scaffolding behind its four building blocks. Up next, we’ll translate a real‑world marketing process into your first Flow—assign an Agent, wire up live data, and publish a record you can build on.
Any other questions? Get in touch