My Network: people, follow-ups and relationships
The people you know, with their skills, where the relationship stands and what to follow up. Follow-ups are real actions and show on your calendar too.
Open in Flowra/settings/contactsYour network
Whole network184 peopleFavorite12 peopleOpen follow-ups5 · 2 today or overdueGone quiet23 people“Gone quiet” means 45 days without any contact.
What this is wired to
Your network has two layers
The first layer is the people who actually work with you inside Flowra: the owner and members of the workspaces you're in, your project members and the guests of projects in your workspaces, people you invited or who invited you (pending or accepted), and people you already have a direct chat with. Nobody builds this set by hand; Flowra works it out from these relationships every time.
The second layer is “My network”: your private address book of everyone you know, whether they have a Flowra account or not. Each person there has a profile, skills, relationship stage, labels, follow-ups and an interaction history. Someone with a Flowra account shows the “On Flowra” badge and a button to chat with them directly.
How people get into your network
Inviting someone to a workspace or project, accepting an invite and starting a direct chat each bring that person into the first layer automatically. Teammates who don't have a profile in “My network” yet appear in the list under “Teammates inside Flowra”, with the name of the workspace they're in and “no network profile yet”; “Add to network” creates a profile for them. Invites that haven't been accepted yet show up with “Invite sent”.
Everyone else you add yourself: with “New person” at the top of the page, with a CSV import, or from a project page with “Add collaborator” and “New person”, which goes into that project's opportunities and also stays in “My network”. Anyone who books time through your booking page is added to your network too.
- Inviting someone to a workspace or project, or a direct chat, brings that person into your Flowra network
- In “My network”, under “Teammates inside Flowra”, tap “Add to network”
- For someone without an account, tap “New person” or import a CSV file
- Fill in skills and labels so they turn up in suggestions and filters
The second column of “My network”
On desktop, “My network” has its own second column next to the main menu. At the top are the views with their counts: All people, Favorites, Follow-ups, Gone quiet and Inside Flowra, plus Shared with me and From shared projects when they have anything in them. Below that come “Relationship stage” with its four stages, your ten most used labels and your eight most frequent companies.
Every row filters the page's list, and a second tap clears the filter; the column and the page's dropdowns share one state, so whichever you change, the other lights up too. At the bottom of the column are “New person”, “Import and export” and “Collaboration opportunities”.
Profile and skills
Each person's form has: first and last name (the only required field), role, company or organization, city, phone number, email, skills, domains they've worked in, labels, preferred collaboration and a free-form note. You separate skills, domains and labels with commas.
Preferred collaboration allows several choices: per project, consulting, part-time, full-time, or referrals and intros. Skills are the strongest matching signal; then role and domains, then the note itself. If someone is in your opportunities but has no skill, role, phone or note, the dashboard reminds you to complete their profile.
Tiles, views and filters
At the top of the page there are four tiles, each opening its own view: Whole network, Favorites, Open follow-ups (with a count of those due today or overdue) and Gone quiet, meaning people with no contact logged for 45 days. Other views: Inside Flowra, Shared with me and From shared projects.
Filters are relationship status (Acquaintance, In conversation, Active collaborator, Archived), tag, and under “More filters”, company, collaboration type and active in a space, company or project. You can sort by last contact, longest quiet, nearest follow-up, name or date added. Search looks through name, skills, company, tags, phone number, email and city.
Favorites, tags and company
The star moves a person into Favorites. Tags are free-form and show up both in filters and in the side column. Company is a field on the contact and can be filtered on, but there's no separate page for a company.
A follow-up is a real action
“Remind me to follow up” asks for a day (tomorrow, in three days, next week, in two weeks, next month or a custom day) and what it's about. Right away, a personal action titled “Follow-up” with that person's name is created, tagged “My network”; it lands on your calendar and you get a reminder that morning.
The two sides are one: rescheduling or closing that action in Actions also shows on the contact. Removing the follow-up cancels the action rather than deleting it, so its history stays.
- Tap “Remind me to follow up” in the row's menu or on the contact's page
- Pick the day and write what it's about
- “Save follow-up” creates the action in Actions and on the calendar
- After you've been in touch, “Follow-up done” closes the action
Working on several people at once
With “Select several”, you check several people and, in one go, favorite them, add or remove tags, change their relationship status, export them to CSV or delete them.
Duplicate contacts and merging
Flowra treats people with the same phone number (with the country code normalized), the same email or the same name as a group of likely duplicates and shows them under “Review and merge”. The most complete row is kept.
Merging doesn't throw anything away: interactions, opportunities and rejections move to the surviving row, skills and tags are combined, empty fields are filled from the other rows, the star and follow-up are carried over, and the earliest date added is kept.
Import and export
Import is CSV only. Columns: name (required), role, company, phone, email, city, skills, fields, tags (comma-separated), collaboration type, description and relationship status. Other common headers such as mobile or organization are recognized too, and a file with no header row is read in the order name, phone, email, role, description. People already in your network are skipped and the count is reported. A sample file is available to download.
Export gives you your whole network with these same columns in a CSV file that Excel opens with Persian text intact.
Each contact's page
At the top: chat, schedule, instant meeting and settings. Then relationship status and tags, follow-up and actions, chat in Flowra (if they have an account), profile, smart analysis, history across projects with each opportunity's stage, meetings with them, related projects, project notes, interactions (note, call, meeting, message), full trail and related docs.
“Analyze behavior” in the smart analysis builds a summary from that person's history of opportunities, stages, notes and interactions: how many collaborations succeeded or fell through, what role they usually came in, and what your main channel with them has been. This analysis is rule-based and built inside the app itself, and sends nothing to an outside service. The “Full trail” shows everything that happened involving them, with who did it, in which project and when.
Matching to projects and rejecting
On each project page, your network suggests who fits it: word overlap between the project's name, description and tags and a contact's skills (weight three), role and fields (weight two) and the rest of the profile. The top four suggestions are shown with the words that matched. This happens entirely inside the app; no external service, and no data going anywhere.
Rejecting a suggestion requires a reason, and that reason is recorded on that contact's profile; the contact isn't removed from your network, and is no longer suggested for that project.
Share network
On the row of a teammate who's on Flowra, “Share my network with this person” shares your whole network with them read-only, and they see it under “Shared with me”. Separately, contacts that others have linked to shared projects appear automatically under “From shared projects”.
The network behind mentions, assignees, meetings and opportunities
Every people picker in Flowra answers from the first layer of your network, not from a list of all users: the @ mention list, meeting guests in the calendar and “Share with a teammate” for files and cards. You can still type the full username of someone outside your network; it just isn't suggested.
The assignee of a workspace or project action is picked from that workspace's members, so inviting someone to the workspace is exactly what makes them assignable. Each collaboration opportunity is tied to one person from “My network” and one project, and its stages show up on that person's page under “Project history”. From each person's page, “Instant meeting” creates a half-hour meeting with them, and “Schedule” fills in the meeting form with them.
Privacy: who sees what
“My network” belongs to you alone: every row is read and written only for its owner, and not even your workspace members can see it. The server never accepts a user ID from the request; the network's owner is always read from your own session.
There are two ways someone can see part of it, and you open both yourself. “Share my network with this person” shares your whole network read-only with a teammate inside Flowra, and you can revoke it whenever you like. And when you add someone to the opportunities of a shared project, that project's other members see them under “From shared projects”, along with whose network they came from and which project.
Even in the first layer, nobody outside your network is suggested in any list, and the list of people in a network never shows others' email addresses or account settings.
On phones
On your phone there's no second column; everything lives on the page itself: the “My network” title at the top, “New person” and the import and opportunities buttons on the line below, then the tiles, search and filters. On phones the multi-select bar shows only icons so it fits.
Tapping any row opens that person's page; from there you call their number, send an email, message them in Flowra or set a follow-up.