Flow Editor

The Flow Editor is where you build automation flows — step-by-step recipes that tell DashX how to enter data into your software.

What is a Flow?

A Flow is an ordered sequence of commands that automates data entry into a desktop application. Think of it as a script: "First do this, then type that, then press Enter, then click here..."

You build a flow by dragging commands from the command palette into three sections (Pre, Middle, Post). Each section handles a different phase of your automation.

Two ways to create a Flow: Build it manually in the Flow Editor, or record yourself doing the task and let DashX convert your actions into a flow.

Opening the Flow Editor

Go to your Workspace
Click on one of the 3 tools (Table Extraction, Text Extraction, or Bulk Bill)
Click "Create Flow" or "Select Flow"
The Flow Editor opens with a blank canvas (or your saved flow)

The 3-Panel Layout

┌──────────────┬─────────────────────────────────┬──────────────────┐ │ LEFT │ CENTER │ RIGHT │ │ │ │ │ │ Columns │ Pre Commands │ Command Pool │ │ ───────── │ ┌─────────────────────────┐ │ ───────────── │ │ Pre Cols │ │ (drop commands here) │ │ Keyboard │ │ Middle Cols │ └─────────────────────────┘ │ Functions │ │ Post Cols │ │ Mouse │ │ │ Middle Commands │ Variables │ │ [+ Add] │ ┌─────────────────────────┐ │ Waiting │ │ each section│ │ (drop commands here) │ │ Conditional │ │ │ └─────────────────────────┘ │ │ │ │ │ 🔍 Search... │ │ │ Post Commands │ │ │ │ ┌─────────────────────────┐ │ │ │ │ │ (drop commands here) │ │ │ │ │ └─────────────────────────┘ │ │ └──────────────┴─────────────────────────────────┴──────────────────┘

Left Panel: Columns

Define the data fields your flow will read from. These map to the columns extracted by the AI tool. There are 3 column groups:

Pre Columns — Setup data (e.g., login credentials, date)
Middle Columns — Main data (invoice number, amount, party name)
Post Columns — Finalization data (e.g., summary values)

Click the + button in any column section to add a new column. Give it a name that matches your extracted data.

Center Panel: Command Sections

Three dropzones where you arrange commands in execution order. Drag commands from the right panel and drop them here. Each section runs independently — learn more about sections.

Right Panel: Command Palette

All available commands, grouped by category. Use the search box to find commands quickly. Drag any command into a section to add it to your flow. See all commands.

Building a Flow — Step by Step

Name your flow — Enter a descriptive name like "Tally Invoice Entry Flow"
Add columns — In the left panel, add columns that match your extracted data fields (e.g., "Invoice Number", "Date", "Amount")
Build the Pre section — Add commands for setup: open the app, navigate to the right screen, log in
Build the Middle section — This is the main data entry loop. Add commands to: read column data, type it into fields, press Enter to move to the next field
Build the Post section — Add commands for cleanup: save, close, navigate back
Save the flow — Click "Save Flow" button

Command Chips

When you drop a command into a section, it becomes a command chip — a visual block showing the command name, its parameter (if any), and controls to reorder or delete it.

Move up/down — Arrow buttons to change execution order
Delete — Remove the command from the flow
Edit parameter — Click the chip to modify its settings (for parameterized commands)
Add comments — Attach notes to any command chip using Pre and Post comments

Some commands need parameters. When you add them, a popup appears asking for input. The popup type depends on the command:

Parameter Type	Popup Shows	Example Command
Normal	Text input field	Type Text With Parameter
KeyCombinations	Key dropdown (Ctrl, Alt, F1-F12, etc.)	Custom Keys With Parameter
Coordinates	X and Y number fields + Capture button	Left Click At
SplitParams	"Break From" text + "Take Nth Part" number	Break By X Take Nth Value
Arithmetic	Left value, operator dropdown, right value	Arithmetic Functions
SingleNumber	One number field	Take First N Characters
ReplaceText	"Find" text + "Replace with" text	Replace X With Y
ChangeCase	Case mode dropdown (Upper/Lower/Title/Sentence)	Change Case
PadConfig	Width, fill character, and side (left/right)	Pad To Width
Condition	Left value, operator, right value	IF / ELSEIF

Save, Import & Export

Save Flow — Saves your flow to your account
Export — Downloads the flow as a JSON file (share with others or backup)
Import — Upload a JSON file to load a flow into the editor
Record Flow — Record your actions and auto-import them

Tip: Export your flows regularly as backups. You can also share exported flows with other DashX users or publish them to the Marketplace.

Flow Marketplace

The Marketplace is where users share pre-built flows. You can download flows created by other DashX users and use them in your workspace — no need to build from scratch.

Browse flows by category or search
Download with one click
Rate and review flows you've used
Publish your own flows to share with the community