Step-by-step guides, detailed tutorials, and comprehensive documentation to help you efficiently manage and archive your data across all platforms.
Get up and running with ArchiveFlow in minutes with our step-by-step guides.
Create your account, verify email, and complete initial setup process
Click 'Get Started' on the homepage
Fill out registration form with name, email, and password
Check your email and click the verification link
Complete your profile setup and company information
Explore the dashboard and main navigation
Step-by-step instructions to connect Airtable, Trello, ClickUp and other platforms
Navigate to 'Connections' from the main dashboard
Click 'Connect' on your desired platform (Airtable, Trello, etc.)
Authorize ArchiveFlow access in the popup window
Select which data sources to sync (bases, boards, projects)
Configure sync frequency and data retention settings
Test the connection and verify data is flowing
Build powerful automation workflows to manage your data efficiently
Go to 'Rules' section from the sidebar
Click 'Create Rule' and choose from templates or create custom
Define trigger conditions (file age, size, schedule, etc.)
Set up actions (archive, categorize, notify, backup)
Configure notification preferences and team alerts
Test the rule with sample data before activating
Enable the rule and monitor its performance
Invite team members, set permissions, and manage workspace access
Access 'Team' section from the dashboard
Click 'Invite Members' and enter email addresses
Assign roles (Admin, Editor, Viewer) for each member
Configure access permissions for specific data sources
Set up team notification preferences
Create shared workspaces for collaborative projects
Detailed documentation covering every aspect of ArchiveFlow, from basic setup to advanced configurations.
Comprehensive step-by-step tutorials for all features
Dashboard Navigation: Learn to navigate the main dashboard, understand key metrics, and use quick actions
Data Connections: Detailed setup guides for Airtable, Trello, ClickUp, Notion, Monday.com, and Asana
Archive Management: How to view, search, restore, and organize your archived data
Automation Rules: Create, test, and manage rules for automatic data archiving and organization
Navigate and utilize your ArchiveFlow dashboard effectively
Understanding the main dashboard layout and key sections
Reading storage usage, connection status, and activity metrics
Using quick actions to connect platforms and create rules
Customizing dashboard preferences and notifications
Accessing admin features and team management tools
Master all aspects of platform integrations
Understanding different platform types and their capabilities
Setting up OAuth connections securely
Configuring sync frequency and data retention policies
Managing connection health and troubleshooting issues
Optimizing data transfer and storage efficiency
Master advanced automation and workflow capabilities
Workflow Automation: Create complex multi-step automation workflows
Smart Categorization: Use AI-powered content analysis for automatic tagging
Team Collaboration: Set up workspaces, permissions, and collaborative workflows
Analytics & Reporting: Generate insights from your archived data
Build sophisticated automation rules
Using rule templates vs. custom rule creation
Setting up complex trigger conditions (file age, size, type)
Configuring multi-step actions and conditional logic
Testing rules with sample data before activation
Monitoring rule performance and success rates
Set up and manage collaborative workspaces
Creating team workspaces with specific access controls
Inviting team members and assigning appropriate roles
Setting up shared automation rules and data policies
Managing team notifications and communication preferences
Monitoring team activity and collaboration metrics
Optimize your data archiving and organization strategies
Storage Optimization: Best practices for efficient data storage and retrieval
Data Organization: Effective tagging, categorization, and folder structures
Backup Strategies: Implementing reliable backup and recovery processes
Performance Tuning: Optimizing sync speed and system performance
Structure your data for maximum efficiency
Creating logical folder hierarchies and naming conventions
Implementing consistent tagging strategies across platforms
Setting up automatic categorization rules
Managing data retention policies and cleanup procedures
Optimizing search and retrieval workflows
Maximize system performance and speed
Configuring optimal sync frequencies for different data types
Managing large file transfers and bulk operations
Setting up efficient backup and redundancy strategies
Monitoring system performance and identifying bottlenecks
Implementing data compression and storage optimization
Resolve common issues and get help when needed
Connection Issues: Diagnose and fix platform connection problems
Sync Problems: Resolve data synchronization and transfer issues
Performance Issues: Optimize system performance and speed
Account & Billing: Manage subscriptions, payments, and account settings
Diagnose and resolve platform connection problems
Identifying connection status indicators and error messages
Re-authorizing platform connections when authentication expires
Troubleshooting OAuth and permission-related issues
Resolving API rate limit and quota problems
When to contact support for connection issues
Fix synchronization and data transfer problems
Understanding sync status and identifying failed transfers
Resolving file size and format compatibility issues
Fixing timestamp and metadata synchronization problems
Handling duplicate detection and resolution
Recovering from interrupted or incomplete sync operations
Find quick answers to the most common questions about using ArchiveFlow effectively.
Navigate to the Connections page from your dashboard, click "Connect" on your desired platform (like Airtable or Trello), authorize ArchiveFlow access, and configure your sync preferences. The connection process typically takes 2-3 minutes.
We support Airtable, Trello, ClickUp, Notion, Monday.com, Asana, and Smartsheet. Each platform offers different integration features like real-time sync, custom fields, and rich media support.
Yes, all data transfers use end-to-end encryption. We follow enterprise-grade security practices and never store your platform credentials. All connections use secure OAuth protocols.
Sync frequency is configurable per platform. Options range from real-time (for supported platforms) to scheduled intervals like hourly, daily, or weekly based on your needs and subscription tier.
Rules automatically perform actions based on triggers you define. For example, files older than 90 days can be automatically archived, or large files can be compressed and moved to long-term storage.
Absolutely! Every rule can be tested with sample data before activation. The test mode shows you exactly what would happen without making actual changes to your data.
Failed rules are automatically logged and you'll receive notifications. The system will retry failed actions and provide detailed error information to help you troubleshoot and fix issues.
Yes, the advanced rule builder allows you to create complex workflows with multiple conditions, actions, and conditional logic. You can chain actions together for sophisticated data management processes.
Go to the Archives section, search or browse for your data, select the items you want to restore, and click "Restore". You can restore to the original location or choose a new destination.
ArchiveFlow supports all common file types including documents (PDF, DOC, TXT), images (JPG, PNG, GIF), videos (MP4, AVI, MOV), and archives (ZIP, RAR, TAR). Large files are automatically compressed.
Storage limits depend on your subscription tier. The starter plan includes 10GB, professional plans offer 100GB-1TB, and enterprise plans provide unlimited storage with custom retention policies.
Yes, we provide powerful search capabilities including full-text search through document contents, metadata filtering, date ranges, file types, and custom tags for quick data discovery.
From your dashboard, go to Team settings, click "Invite Members", enter email addresses, and assign roles (Admin, Editor, or Viewer). Invited members receive an email with setup instructions.
Admins have full access including billing and team management. Editors can create rules and manage data. Viewers can only browse and search archives. Permissions can be customized per data source.
Yes, you can change your subscription tier at any time from the billing section. Upgrades are immediate, and downgrades take effect at the next billing cycle with data migration assistance.
Enterprise plans include SSO integration, custom retention policies, dedicated support, API access, white-label options, and compliance features for regulated industries.
Detailed setup instructions and best practices for each supported platform.
Connect your Airtable bases and automate data archiving with custom field mapping and real-time sync.
Archive completed Trello cards and boards with full attachment preservation and team collaboration features.
Manage ClickUp workspace data with automated task archiving, time tracking preservation, and goal management.
Archive Notion pages and databases while preserving rich content, relationships, and collaborative comments.
Archive Monday.com boards and items with timeline preservation, automation history, and team collaboration data.
Archive completed Asana projects and tasks with progress tracking, team assignments, and milestone preservation.