Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.elementum.io/llms.txt

Use this file to discover all available pages before exploring further.

​
Prerequisites

  • An active Elementum account
  • Basic understanding of your business process
  • Access to your Elementum dashboard

​
How to Build Your First App

1

Create Your App

Go to Apps in your dashboard and click Create App. During setup you will:
  • Connect a CloudLink data source that holds the data your workflow needs
  • Set a name, namespace, and handle — the namespace and handle cannot be changed later
  • Add a description and category so others in your organization understand what the app does
2

Design Your Layout and Views

Use the Layout Builder to define what users see and interact with on each record. This includes:
  • Adding fields for the data your process requires (e.g., contact info, status, priority, due dates)
  • Defining stage-specific sections that control what is visible at each phase of the workflow
  • Configuring views — List for scanning and filtering, Board for Kanban-style tracking, and Calendar for date-driven processes
  • Creating a form to control how data enters your workflow and which fields are required at submission
3

Map Your Flow and Add Automations

Open the Flow tab to connect your stages and define how records move through your process. Then layer in automations to make the process run. Key tasks include:
  • Defining stages that represent each phase of your business process (e.g., Application → Review → Approval → Activation)
  • Setting assignment rules to define who owns work at each stage, based on role, workload, or field values
  • Adding automations for notifications, field updates, approval routing, and decision-point branching
  • Configuring integrations to push data to external systems when key events occur
4

Test and Invite Your Team

Before going live, walk through the entire process yourself and verify everything works end to end:
  • Create test records that represent realistic scenarios, including edge cases and branching paths
  • Move records through every stage to confirm assignments, field updates, and stage transitions behave correctly
  • Check the automation log to verify every automation fired as expected
  • Invite a small group of users for feedback and iterate before rolling out to your full team

​
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.

​
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.

​
Need Help?

  • Documentation: Explore our comprehensive guides and tutorials.
  • Support: Contact our support team for personalized assistance.
  • Training: Schedule a training session with our experts.