# Automate with Flow

Use this section when you want to run S-Docs inside **Salesforce Flow**.

Flow helps you guide users through document actions in a controlled screen experience.

Use it to collect input, prefill email content, or open supported document actions without sending users to a separate page.

This section focuses on common **Screen Flow** patterns for S-Docs.

{% hint style="info" %}
Most S-Docs Flow patterns depend on **Screen Flows**.

Each child page lists its own support limits, prerequisites, and format-specific behavior.
{% endhint %}

### Start with the path that fits your goal

If you need to collect values before document generation, start with the user input guide.

If you want users to review and send email from a Flow screen, jump to the email editor guide.

If you want users to select an existing document and open it in Live Edit, use the Live Edit Flow guide.

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>User input in Flow</strong></td><td>Collect values in a Screen Flow and pass them into document generation.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/WJ319uIJdxMuMiZ1pHyA">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/WJ319uIJdxMuMiZ1pHyA</a></td></tr><tr><td><strong>Email editor in Flow</strong></td><td>Open the S-Docs email editor in Flow with prefilled recipients, content, and attachments.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qXbzsyU8aK2CyCfvT0M6">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qXbzsyU8aK2CyCfvT0M6</a></td></tr><tr><td><strong>Live Edit with Flows</strong></td><td>Let users choose an existing generated document and open it in Live Edit from Flow.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ea5641d7c94cbc3fe0c94fe457a5ba4fef71acd0">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ea5641d7c94cbc3fe0c94fe457a5ba4fef71acd0</a></td></tr></tbody></table>

### What you can do with S-Docs in Flow

Use S-Docs with Flow when you want to:

* collect user input before generation
* open a prefilled email editor inside a Flow screen
* let users select and edit existing documents through a guided Flow
* support controlled document experiences in Experience Cloud

### Flow how-to guides

Use these guides when you already know the task you need:

* [How To: User Input](/sdocs/automation-and-document-lifecycle/automate-with-flow/user-input.md)
* [How To: Email Editor In Flow](/sdocs/automation-and-document-lifecycle/automate-with-flow/how-to-email-editor-in-flow.md)
* [How To: Live Edit with Flows](/sdocs/automation-and-document-lifecycle/automate-with-flow/how-to-live-edit-with-flows.md)

### Related note

Flow-based experiences and record page components solve different problems.

Use [Generate S-Docs on Record Pages](/sdocs/automation-and-document-lifecycle/workflows.md) when you want document actions directly on a Lightning record page.

Use [Using Salesforce Flows with S-Docs in Experience Cloud](/sdocs/automation-and-document-lifecycle/experience-cloud-site-setup-for-community-users-with-s-docs/using-salesforce-flows-with-s-docs-in-experience-cloud.md) when external users need guided Flow access in an Experience Cloud site.


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