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Finish or revisit onboarding setup

Workflows you skipped or saved for later are not lost. Pick them up from the Finish setting up strip on the dashboard, or from the Features list on Settings > AI preferences > General.

Two reasons a workflow is not running#

Check which one you are looking at before you try to fix it. They need different things from you.

Skipped. You chose Add later, or you dismissed the workflow during onboarding. Nothing was configured, so there is nothing waiting. Set it up whenever you want.

Saved for later. You did the setup, but the workspace cannot run it without an active subscription. dreamif.ai keeps your answers and shows "Saved. This setup will finish after subscribing." with a Finish after subscribing button. Nurture shows its own version of this: "Nurture saved for later" and "Your settings were saved, but this workspace cannot run nurture yet."

Saved setup is replayed for you after checkout. You do not have to re-enter it. See What happens to setup you saved before subscribing.

Finish from the dashboard#

The dashboard carries a Finish setting up strip whenever you have workflows left over from onboarding.

  1. Open Dashboard.
  2. Read the count. It shows "N of M complete · next: …" so you know how much is left and what comes next.
  3. Click Continue ›.
  4. The workflow's setup opens as a modal over the dashboard. Finish it there and the count updates.

Revisit from AI preferences#

The full list lives in settings, including workflows you already finished.

  1. Go to Settings > AI preferences > General.
  2. Scroll to Features.
  3. Click Revisit next to the workflow you want.

Use this route when you want to change a decision you already made, not just finish an unfinished one.

Follow-ups and Nurture are the same feature#

Onboarding and the Usage page call this "follow-ups". The sidebar, the page itself, and the settings tab call it Nurture. Turning on follow-ups in onboarding turns on Nurture automation. See Understand the nurture page.

Related articles

Complete onboarding
Onboarding is a guided, full-screen setup with seven steps. You cannot skip it, and dreamif.ai sends you back to it until it is finished.
Choose your first workflow in onboarding
The first onboarding step asks what you want help with first. That single answer decides which setup step and which first result you get, and the choices you do not pick become secondary workflows you can add later.
What happens to setup you saved before subscribing
Setup you save without an active subscription is kept. After checkout, dreamif.ai replays it for you and turns on what you configured.
Understand the Nurture page
The Nurture page is your follow-up inbox. dreamif.ai writes draft emails for your contacts, and you review, approve, or adjust them across three tabs.