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Marketplace shows everything Floral can do for your workspace in one place. You browse and add things there. Settings then lists what is installed or connected, and that is where you change or remove it. Open Marketplace from the sidebar. Use Search Marketplace to find an item by name, and Filters to narrow the list by publisher, plan, or status, or to sort it from A to Z.

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The tabs

If your organization belongs to a partnership, one more tab, named From followed by the partnership’s name, lists the sources the partnership shares. On Features, Assistants, and Templates, chips under the tabs filter by category, such as Sales and CRM or Meetings. On Apps and Recipes, the category is in the Filters menu.

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Integrations and assistant apps

The Apps tab holds 2 kinds of items. The chips All, Integrations, and Assistant apps switch between them.
  • Integrations sync data with Floral. Examples are a CRM or accounting system, Slack, Microsoft Teams, and your meeting calendar.
  • Assistant apps let your assistants act in another tool, such as Gmail, Linear, or Stripe, with your approval.
Some tools appear as both, because they do 2 different things. Calendar is the clearest example: When an accounting system has both an integration and an assistant app, Marketplace shows one card for it. An icon on the card says that it also connects to your assistants.

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Recipes and skills

The Recipes tab also holds 2 kinds of items, with the chips All, Recipes, and Skills.
  • A recipe sets up skills, routines, and apps together on an assistant.
  • A skill is a single set of instructions for an assistant.
See Routines and recipes.

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Read a card

Each card shows the item’s name, a short description, who published it, and its category. The corner of the card shows its state: Small icons on the card add detail. Point at one to read it, for example that the item is part of Plus or that it is a beta still in development.

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Plans: Included, Standard, and Plus

Every item says which plan it belongs to. Open the item to see it under Requirements.
  • Included items are part of every seat. Examples are Relationships, Intelligence, Flo, Slack, and Microsoft Teams.
  • Standard items need a Standard or Plus seat. Examples are Meetings, Reports, the meeting calendar, CRM and accounting integrations, and your own accounts for assistants.
  • Plus items need a Plus seat. Examples are Workflows, Tasks, Events, Poppy, Penny, and team accounts for assistants.
A CRM or accounting integration needs a Standard seat when you connect it for the first time. Events also depends on your organization’s partnership. When an item is locked by plan, its page shows Needs Standard, Needs Plus, Needs a subscription, or Needs a restored payment in place of the add button. An organization administrator sees See plan or Restore payment, which opens Settings > Organization > Plan & billing. Other users see Copy item link, so they can send the item to an administrator.

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Who can add what

The item’s page also says who can act, for example Every workspace user can connect it or A workspace admin sets it up. If you can’t add an item yourself, its page shows Ask a workspace admin or Ask an organization admin.

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Add or connect an item

1

Open the item

Select a card. The page shows What you get, the Requirements, and one main button.
2

Use the main button

The button names what happens: Connect for an app, Add assistant, Add for a recipe or a skill, Use template, Set up, or Enable source. For a feature you already have, the button is Open.
3

Finish in Settings when Floral takes you there

Some items need a few choices before they work. Floral then opens the right settings page, and a link takes you back to the item when you are done.

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What Connect does for an app

Connect on an assistant app works in 1 of 2 ways:
  • When there is nothing to choose, Floral opens the app’s own sign-in right away. You sign in, approve the access, and return to Floral.
  • When Floral needs something from you first, it opens the connect step under Settings > Workspace > Assistants > Apps. That happens when the app uses a key in place of a sign-in, when you can choose between your own account and a team account, or when a team account would use one person’s login.
After that, the account lives in Settings. The item’s page shows how many accounts are connected and a button, Manage in Settings or View in Settings. Fix in Settings appears when an account needs attention. See Your account and team accounts. Slack and Microsoft Teams are set up under Settings > Organization > Slack & Teams. A CRM or accounting integration is set up under Settings > Workspace > Integrations. The meeting calendar is set up under Settings > Account > Calendar.

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Manage what you added

Marketplace is for finding and adding. To change, pause, or remove something, open Settings: Reports you create from a template are in Reports in the sidebar. These settings pages link back with Find and add … in Marketplace. See Settings and Sources.