Searching for Flows

You can search for a flow within a single entry point, or across all entry points that you are a member of. Both searches will find flows where the word you are looking for is either in the flow title or within the flow content. 

Using AI Search

Coming November 4, 2025        

AI Search helps you to find flows, or content within flows, using terms that may not exist in a flow. You can even search by asking questions. For example, a search for "expensive bill" will also find "high bill". Or search up "what's the policy for out-of-province travel?". Search the way you think and find results faster.

AI Search works in the global search (at the top) only. If you have AI Search enabled, you will see a flag next to the Search title in the search results.  

Search within an entry point

1. On the lefthand side, select the entry point you want to search.

2. Click in the search bar under Flows and enter a word to search for.

   As soon as you enter at least two letters, the system will start to look for flow title matches. It matches only on the beginning of the word, so "tal" would match on "talent" but not "total" within the flow title. However, as soon as a recognized word is entered in the search term, the system will expand the search to include content within the flows. This is why you see a different response between "financ" and "finance": the term "finance" expands the scope to the context.

   Note  Operators ("and" , "not", etc.) are not supported.

   Procedureflow will return a list of search results containing that word. If the word is in the flow title, it will be bolded and shown higher in the list.

3. Click on a flow title in the search results to go to that flow.

There is no search results page with this type of search; the intent is to allow you to quickly jump to a flow.

Search across your entry points

1. In the global Search all flows search box at the top right of the screen:
   • If you have AI Search enabled, enter a word, phrase, or question. See "Using AI Search" above.

   • If you do not have AI Search enabled, enter the word to search for, then press Enter. If you entered only the first few letters of a word, the system will look for flow title matches. It matches only on the beginning of the word, so "tal" would match on "talent" but not "total" within the flow title. If you enter a complete word, the system expands the search to include content within the flows. This is why you see a different response between "financ" and "finance": the term "finance" expands the scope to the context.

     Note  Operators ("and" , "not", etc.) are not supported.

2. You will see a list of search results from all entry points where your search term has been found. Matches to flow titles are shown higher in the list.
3. Click one of the results to enter the entry point and flow where the word is located.