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Proma.ai Documentation

Getting Started

Welcome to Proma.ai! Let’s help you understand the core concepts and get you started with our powerful process management platform.

Process-Centric

Built for modern business processes with intelligent behavior integrated into every aspect of the system.

Smart Columns

Unique approach combining traditional data storage with built-in behaviors for efficient process implementation.

Integrated Automation

Comprehensive automation system operating at multiple levels with AI-powered capabilities.

Core Concepts

Your workspace is organized hierarchically:

  1. Subsections: High-level categories (e.g., Engineering, HR)
  2. Spaces: Project or process-specific containers
  3. Boards: Individual workflow or data management units

Quick Start Guide

  1. Create Your First Space

    • Navigate to the Home screen
    • Choose or create a Subsection
    • Click “New Space” and give it a name

  2. Set Up Your Board

    • Within your Space, create a new Board
    • Add necessary columns
    • Configure basic settings

  3. Add Data

    • Enter data in the Dataset view
    • Import existing data if available
    • Configure any automatic data population

  4. Customize Views

    • Switch between different views
    • Set up filters and sorting
    • Configure view-specific settings

Explore Further

Understanding Columns Learn about Data and App columns and how to use them effectively.
Automation Guide Discover how to automate your workflows and processes.
Logic Builder Master the visual programming interface for complex operations.
Views & Navigation Explore different ways to visualize and interact with your data.

Best Practices

Getting Started Right

  • Plan your hierarchy before creating many spaces and boards - Use consistent naming conventions - Start simple and add complexity as needed - Regularly review and organize your workspace

Need Help?

Support Resources