Guided tutorial

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▶Get started with Seflo — Your first task with ChatGPTLoad YouTube player

This video uses an existing demo Gmail connection, an installed Seflo Gmail add-on and an existing ChatGPT connection. Your task code will differ from the recording; use the prompt generated for your own imported task. For account connection and installation requirements, start with the Gmail guide.

Follow the guided stepsCopy Anchor Link

Open Getting started from the Seflo menu or the invitation on Home. You see one step at a time. Progress is saved in your account, so you can leave for your source or AI assistant and return later.

To remove the invitation from Home, choose its Hide tutorial (×) button. This preference is saved to your account across devices. Your progress is preserved, and Getting started remains available in the menu.

1. Choose your source. Select the service where the request lives. If several accounts are connected, select the account for this tutorial.
2. Connect your source. Follow the instructions on this screen. Connect opens the relevant Seflo setup page; the source's setup guide explains account and installation requirements. Return after connecting. The tutorial waits for a connected source and skips this screen when your selected source is already connected.
3. Choose your task. Pick I have my own task to use an existing request, or Create an example task for the prepared Excel workbook. Your own task skips example creation.
4. Create the example in your source. The workbook contains five fictional companies, Income, Costs and an empty EBITDA column. For an eligible Gmail or Outlook account, Send example to myself sends the assignment and workbook from that mailbox to itself. Otherwise, download the workbook, copy the assignment and follow the instructions to create a message or task in your chosen service. Choose I have created the example after doing so. This does not import it into Seflo.
5. Import your task. Follow the separate import instructions for the selected source. Seflo waits for an actual imported task. An example with its original tutorial title and Excel attachment is recognized automatically; you can also select the correct imported task. If it has already arrived, the tutorial continues directly.
6. Choose your AI. Choose ChatGPT or Claude and continue. This walkthrough uses ChatGPT.
7. Connect your AI. Follow the instructions for that assistant, with links to its settings and setup guide. Use the same Seflo account. If already connected, reuse the connection. Choose I have connected Seflo when ready; this is your confirmation, not an automatic connection test.
8. Use your prompt. Copy the prompt generated for the actual task, paste it into your selected assistant with Seflo enabled and let it prepare the result. Then return to Review result to inspect and confirm the action.

The tutorial's three outcomes remain a connected source, an imported task and a successful AI-prepared result. Change source starts another path while keeping earlier runs. After choosing an assistant, Change AI lets you select another one and follow its connection instructions.

Check the workbook and sendCopy Anchor Link

Costs in this example are operating costs excluding depreciation, amortization, interest and tax. The assistant should fill D2:D6 with formulas subtracting Costs from Income, preserve the input data and return an updated .xlsx file. Expected results are 45,000, 32,000, 56,000, 51,000 and 18,000, in row order.

Open and inspect the result, including the formulas. Then check the reply, recipient or source destination, and attachment in the action form. For the self-email example, verify that To contains the same mailbox address. Use its primary action to send and complete the task. The tutorial reuses this action form; it does not add a second sending confirmation.

Copying a prompt, opening an assistant or manually setting Done does not complete the tutorial. It waits for a successful result action prepared through AI. The workbook example additionally requires an output workbook in that action. The customer reviews the actual calculation; a completion indicator is not an independent audit of spreadsheet correctness.

Continue after a problemCopy Anchor Link

• If the connection needs attention, open Sources and repair it, then return to Getting started.
• If the task does not appear, check that it was imported from the selected account and that its Excel attachment is available. Refreshing the tutorial does not create another source task.
• If example delivery is uncertain, check both Inbox and Sent. Seflo does not automatically send the example again. You can use the download and copied assignment to continue.
• If the AI has not prepared a result, return to the selected assistant with the task-specific prompt.
• If an action is pending, partial or uncertain, open Review result and check or resume the existing operation. Do not prepare a duplicate reply to retry delivery.

After completion, choose Work on my own task or Try another source. The tutorial retains previous runs. Availability of workbook processing depends on the source's enabled attachment capabilities; the source's setup guide describes installation and account requirements.