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Prerequisites

  • An active Elementum account
  • A CloudLink datasource configured in your organization
  • Basic understanding of your business process
When onboarding to Elementum, your Elementum contact will help you with initial Cloudlink setup.

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Get Started in 4 Steps

1

Create Your First App

Go to Apps in your dashboard, click Create App, and fill in the details (name, icon, category, description).
2

Set Up Your Layout

Use the Layout builder to add fields (contact info, status, priority, due dates) and create views (List, Board, Calendar).
3

Configure Your Flow

Map out workflow stages (e.g., Lead → Qualified → Closed) and add simple automations (e.g., notify manager for high-value deals).
4

Test & Invite

Add test records, walk through the process, and invite your team for feedback.

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Common First Apps

Sales Pipeline

Track deals from lead to close with automated approvals and notifications.

Support Tickets

Manage customer issues with smart routing and SLA tracking.

Expense Approvals

Streamline expense processing with automated workflows.

Vendor Management

Handle supplier relationships and contract tracking.
Best Practices:
  • Start simple: Begin with essentials, add complexity as you learn.
  • Test thoroughly: Always test your workflows before going live.
  • Get feedback: Involve your team early to ensure the workflow meets their needs.
  • Document everything: Keep notes on your configuration for future reference.

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Explore More

Core Concepts

Learn the fundamental concepts behind Elementum’s platform.

Automation Guide

Master the automation system to build advanced workflows.

Best Practices

Follow proven patterns for building effective workflows.

API Documentation

Integrate Elementum with your existing systems.

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Need Help?

  • Documentation: Utilize our comprehensive guides and tutorials to get started.
  • Support: Contact our support team to report issues or request features.