Compliance & Permissions

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.

Using workflows

Adding media

Use /workflow blocks to guide users through multi‑step tasks. Enhance steps with /callout blocks or visuals shown in the Adding media tab.

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.

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.

Compliance & Permissions

Workflows and Callouts examples

Media examples

Image

Video

Mermaid

Example how‑to: connect a data source

Goal

Steps

Notes