Flows

Flows automate frequent multi-step tasks. A flow is a reusable named routine — Surfboard executes it on demand or on a schedule, and builds memory across runs. Examples:

• Writing an investment proposal — research the company, pull in your notes, and assemble them into a draft
• Drafting a spec — start from a one-page description, research supporting customer information, scan the codebase, generate screenshots or wireframes
• Researching a blog post — gather sources, propose topics, create an outline, review with you, and publish

Every flow has two parts:

1. Instructions – The operational prompt that tells Surfboard what to do each run. Editable at any time.
2. Memory – Working content that persists between runs. Surfboard reads it at the start of each run and updates it at the end — useful for tracking prior findings or context that builds over time.

Creating a flow

• Ask Surfboard: "Create a flow that summarizes my Slack DMs every morning" — it will walk you through the steps.
• Or turn an existing board or document into a flow. If a document already has the right instructions, ask Surfboard to "turn this document into a flow."

Finding your flows

Your flows appear on your home page. You can also ask Surfboard to list them at any time.

Running a flow

• Type ~ in the chat bar — it autocompletes to your list of flows.
• Or open a flow's page and click Run.
• Scheduled flows run automatically on their cadence.

Run history

Open any flow's page to see the full history of past runs.

When to use a flow vs. a task

• Task: You need it once, right now (a prep brief before a meeting, a drafted email).
• Flow: You need the same multi-step thing repeatedly, and want it to build on what it learned last time.