Compliance & Permissions
3 min
write short, task‑focused guides to help users accomplish common goals use the examples below to understand how different blocks can improve clarity and guide users effectively use /workflow blocks to guide users through multi‑step tasks enhance steps with /callout blocks or visuals shown in the adding media tab workflows and callouts examples step 1 do something ℹ️ note this is a callout example step 2 continue to the next action step 3 finish the task ✅ sucess task was completed successfully add screenshots, videos, or diagrams to make steps easier to follow use /image for ui captures, /video for demonstrations, and /mermaid for flow diagrams that clarify logic or data movement media examples image video mermaid graph td; a >b; a >c; b >d; c >d; example how‑to connect a data source goal describe what the user will accomplish by connecting a data source steps open settings > data sources click add new data source different data sources may require additional permissions make sure the account you’re using has the correct access select your provider from the list enter required credentials or api keys test the connection save the configuration connection successful! you can now use this data source across the product notes users often skip important configuration steps remind them to review each instruction carefully once you complete a guide, consider linking to related how‑tos or deeper documentation to help users continue their workflow