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Agiflow guides

Guides

Step-by-step help for the board you share with your AI assistant. Pick a workflow for your team, or look up a single task.

An Agiflow campaign board after an assistant planned the tasks, with owners and due dates in every lane

Start here

Three short guides that take you from an empty workspace to a first task finished with your assistant.

  1. An Agiflow project board with its Planning, Todo, In Progress, Testing, Review, and Done lanes
    Step 01Get started with ChatGPTCreate your first project board, connect ChatGPT, and turn a rough idea into work you can review.Read guide
  2. A connected assistant verifying a task on the Agiflow board
    Step 02Choose a supported AI toolCompare ChatGPT, Claude, Cursor, and other MCP clients by connection method and working style.Read guide
  3. A task quick view panel open over the Agiflow project board
    Step 03Ask an AI assistant to work on a taskChoose a ready task, give your assistant the right scope, and review its board and artifact changes.Read guide

Workflows by use case

End-to-end tutorials for the way your team already works. Each one ends with a board you can verify.

All workflows
The finished Q3 Campaign Launch board in Agiflow with tasks assigned and scheduled
For marketing teamsRun a marketing campaignBuild a Q3 Campaign Launch board from the Marketing template, then plan, assign, and schedule the launch with Claude Code.12 min · Claude Code · Marketing templateStart tutorial
A sales pipeline board in Agiflow with deals moved through Lead, Qualified, and Proposal
For sales teamsTrack sales deals through a pipelineTurn each deal into a task, move it through pipeline stages, and get follow-up summaries from your assistant.10 min · Claude Code · Sales templateStart tutorial
A client project board in Agiflow with dated deliverable tasks under review
For freelancersManage a client projectOne project per client: dated deliverables, board updates from the terminal, and status notes grounded in real work.14 min · Claude Code · Blank projectStart tutorial
An Agiflow board overview for a feature run with Claude Code or Codex
For product teamsRun product development with a coding agentPlan, refine, groom, execute, and review one feature while Agiflow holds the tasks and the acceptance criteria.18 min · Claude Code or Codex · Software templateStart tutorial

Using the board

Short answers for everyday tasks, grouped by what you are doing.

Getting started

Collaborate and control access

Mobile

Plan and organize work

Account and billing

Troubleshooting

Run and coordinate work

Files and project context

Can't find it?

Search every guide, or ask in Discord and we will point you to the right one.

Ask in Discord

Connect your AI tool

Pick the tool you already use. Each guide connects it to one project, then checks the same board from both sides.

Developer reference

Servers, scopes, tools, and the ChatGPT and Codex plugin. Versioned per release, so older setups keep working.

Current release 0.0.3 · 0.0.2 still available

Need help?

Something not working as described? We are here to help.

Email support

Community

See how other teams run their board with an assistant.

Join Discord

Developer docs

Technical documentation, CLI, and API references.

View docs