Flow - An Introduction

What is Membrain Flow?

Membrain Flow introduces a way to build clarity and consistency into your team’s daily work - across departments, roles, and functions - from Marketing and Service Delivery to HR and Operational Planning. It empowers you to define, track, and optimize any kind of workflow within Membrain, all while staying connected to your sales strategy and revenue goals.

Whether you’re running complex projects, onboarding new hires, planning a campaign, or just organizing recurring team routines, Flows makes it easy to bring structure and visibility to how things get done.

How Membrain Flow Works

Membrain Flow helps teams align around repeatable, strategic workflows - whether they're collaborative projects or individual routines.

At its core, each Flow is a visual process made up of customizable stages and tasks. These can be as simple or complex as your team needs. With Flows you can bring many of the tools and capabilities you know from other areas in Membrain, into a new process type. While Flows brings the flexibility, you define:

• The steps and milestones that make up your workflow
• The level of collaboration needed (with tools like assigned steps, tasks and comments keeping everyone up to date)
• What should happen at each stage (checklists, tasks, content, etc.)
• Analysis and insight from related areas

Flows are fully integrated into the Membrain platform, which means:

• Everything stays connected 
  Flows don't live in isolation. They can be created from and connect to other project types within Membrain, or relating to specific Companies, Contacts, Users and other workflows with your company
• No more scattered tools
  Replace third-party threads, spreadsheets, emails, and apps with a centralized, purpose-built experience that’s easy to use and update
• Cross-functional clarity
  Everyone knows what’s happening, who’s responsible, and what’s next. That visibility helps reduce delays, missed steps, or redundant work
• Always-on improvement
  Because Flows are structured and trackable, they create opportunities to analyze performance and optimize over time - making your team more effective with every iteration

Examples of Flows in Action

Membrain Flow is built to be flexible. It adapts to a wide variety of team needs - within or beyond the sales organization. Here are a few ways teams are already using Flows to bring structure and visibility into their daily work:

• Marketing Campaigns
  Map out each stage of a product launch, from content creation and review to campaign execution and measurement. Everyone can see what’s happening and when
• Customer Onboarding
  Standardize the onboarding journey with clear milestones, task ownership, and automated reminders - ensuring no steps are missed as new customers are welcomed
• Service Delivery
  Manage post-sale projects and service delivery with clarity. Use Flows to track implementation steps, coordinate tasks across departments, and keep customers informed throughout the process
• Recruitment & HR
  Use Flows to structure candidate evaluation, interviews, and onboarding. The whole team stays aligned on progress and next steps
• Recurring Routines
  Manage team retrospectives, quarterly planning, or compliance checklists - keeping recurring tasks consistent and accountable

Each use case benefits from shared visibility, process consistency, and seamless coordination - without navigating between multiple tools.

Parent Types in Flows

One of the most powerful aspects of Flows is this flexibility in Parent Types. Unlike other parts of Membrain, Flows do not have to be centered around a Company. Instead, they can be tied to different entities - or none at all - which makes it possible to structure and manage processes across every part of the business.

When creating a Flow in Membrain, one of the key configuration steps is selecting a Parent Type. This choice determines where the Flow lives and how it’s used. You can decide whether your process should be connected to a Company, Contact, User, or None. Here are some quick examples:

• Company - Perfect for processes at an account level like project and delivery planning
• Contact - Useful for individual-focused processes, like recruitment, training deliveries and other external contact workflows
• User - Great for internal organization, including staff onboardings, personal routines, and other user specific workflows
• None - Best for team-wide initiatives that don’t belong to a specific entity, such as marketing coordination, event planning, or shared templates

Each Parent Type has its strengths, and you’ll choose based on who or what the Flow is meant to support.

If you want to take a deeper look at Parent Types, with detailed examples and guidance on when to use each one, please visit this article.

The Best Things About Flows

Membrain Flow isn’t just another way to organize tasks - it’s a game-changer for how your business works. It takes scattered efforts and turns them into structured, visible, and collaborative processes. Start where you’ll see the biggest impact, then expand as your team discovers new ways to use them - Flows grow with you!

Here are some of the reasons teams love working with Flows:

• Big impact, fast
  Whether it’s a simple checklist or a complex cross-functional process with many moving parts, Flows makes it easy to map out what matters most and bring it to life.
• Complete visibility
  Everyone knows what’s happening, when it’s happening, and who’s involved. No more guessing games or chasing updates.
• Clear ownership
  Flows make it easy to assign responsibility for the critical steps and milestones, so accountability is built in.
• Always improving
  Because Flows are living processes, you can learn from each run, refine them, and keep making your team more effective.
• Built for people
  Flows are designed to support humans, not turn them into admins. They give teams the structure they need without losing flexibility or creativity. 

If you’re just getting started, dive right in with a process that matters. Watch how quickly your team gets aligned - and then imagine what else you can transform when Flows are part of your everyday work.

Looking for more guidance?

• Explore our article on Getting Started with Flows or Parent Types to learn when to use Company, Contact, User, or None.
• Or reach out to our support team at support@membrain.com for additional advice.