Review the screens, data, and workflows for your business system before building.
Plan helps you decide what to build before Zite changes your app. It asks questions and creates a plan you can review and refine, with screen sketches and proposed data details.
Select the current mode below the chat box, then choose Plan. When starting from home, you can turn on Plan first instead.
Choose Plan to work through the direction before building.
2
Describe the business process
Explain who will use it, what they need to do, which data to use, and who can see or change it. For example:
Plan a job tracker for our operations team using our existing Airtable data. Staff update their assigned jobs; managers review completed work. Keep the existing records and agree the approval process before building.
Answer Zite’s questions so the plan reflects your requirements.
3
Review the proposed system
Check the plan before moving on:
Screens: Can people complete the main tasks? Screen sketches show structure, not the finished design.
Data: Are the tables, fields, and existing data sources right?
Access: Does each person see and change only what they should?
Workflows: What happens next, and who needs to approve or act?
Name the tool and data you want to use. Zite can ask you to connect an integration during planning so it can inspect the available information.Accepting a connection saves it to your workspace immediately. It remains connected even if you don’t build the plan.
When the plan is ready, select Build plan. Answer any outstanding questions and wait for plan edits to finish if the button is unavailable.
Build plan starts an Auto-mode build, even if you previously chose Build. Auto applies most changes without approval stops. Your saved Auto or Build preference isn’t changed.
Test the main tasks and access rules once the build finishes. For later changes, choose Build mode if you want more approval checkpoints.
