# FlowSavvy integration overview > Create, update, and complete FlowSavvy tasks and events from Persona Workflows, read the schedule FlowSavvy builds, and trigger auto-scheduling. Source: https://help.withpersona.com/articles/q2897je4RQbezxAqPMpFWB/ Section: Marketplace and 3rd-Party Integrations > Productivity > FlowSavvy ## Overview [FlowSavvy](https://flowsavvy.app/) is an AI-powered calendar app. It schedules tasks into a user's calendar automatically, and it reschedules them when plans change. Persona's FlowSavvy integration lets a Workflow create and change tasks and events in FlowSavvy, mark tasks complete, and read the schedule that FlowSavvy builds. For example, a Workflow can create an auto-scheduled review task with a due date for every Inquiry that needs manual review, then mark the task complete when the review is resolved. ## Integration features The FlowSavvy integration supports these Workflow actions: - **List items:** List events and tasks, with optional filters. - **Retrieve item:** Retrieve one event or task. - **Delete item:** Permanently delete an event or task. - **Create task:** Create an auto-scheduled task or a fixed-time task. - **Update task:** Replace a task with new values. - **Complete task:** Mark a task complete. - **Uncomplete task:** Mark a completed task incomplete. - **Create event:** Create a calendar event. - **Update event:** Replace an event with new values. - **Retrieve schedule:** Get the schedule entries in a date range. - **Recalculate:** Run FlowSavvy's auto-scheduling engine. ## Prerequisites Before you configure the integration, you need: - A FlowSavvy account on the **Pro** plan. The FlowSavvy API is not available on the free plan. - A FlowSavvy API key. ## Set up FlowSavvy credentials 1. Sign in to FlowSavvy at [my.flowsavvy.app](https://my.flowsavvy.app). 2. Open the menu, select your name in the upper-left corner, and select **Settings**. 3. Select **Integrations**, open the **API** section, and copy the API key. Keep the key secure. 4. In the Persona Dashboard, go to **Integrations > Marketplace** and select **FlowSavvy**. 5. Click **Add Credential**, enter a nickname for the credential, and paste the API key. 6. Save the credential. ## Use FlowSavvy in a Workflow 1. Create a Workflow, or open the Workflow you want to update. 2. Add an **Action** step and select **Integrations**. 3. Select **FlowSavvy**, choose the saved credential, and select an action. 4. Map Persona data to the action's input fields. 5. Save and publish the Workflow. ## FlowSavvy actions Task and event date-time fields use the ISO 8601 format without an offset, for example `2026-10-20T09:00:00`. ### List items Returns events and tasks, ordered by ID. Use it to find the **ID** that the other actions require. **Optional fields include:** - **Modified After:** Return only items that changed after this time, in ISO 8601 format in UTC. Use it to sync only the recent changes. - **Item Type:** Return only tasks or only events. - **Completed:** Return only completed or only incomplete items. - **List ID:** Return only the tasks in one list. Use `inbox` for the inbox. - **Calendar ID:** Return only the events in one calendar. - **Query:** Return only items whose Title, Notes, or Location contain this text. - **Page Token** and **Limit:** Limit accepts 1 to 200 and defaults to 50. ### Retrieve item and Delete item **Retrieve item** returns one event or task. **Delete item** deletes an event or task permanently. **Required fields:** ID. **Optional fields:** Occurrence Date, to select one occurrence of a repeating item. Delete item also accepts **Scope**, which is required for a repeating item: **This Occurrence** or **This And Future Occurrences**. ### Create task Creates a task. No field is required. **Optional fields include:** - **Title** and **Notes** - **Is Auto Scheduled:** When true, FlowSavvy schedules the task. When false, the task is a fixed-time task. - **Duration Minutes**, **Due Date Time**, and **Can Be Started At:** For auto-scheduled tasks. A repeating auto-scheduled task needs a Due Date Time. - **Start Date Time** and **End Date Time:** For fixed-time tasks. - **List ID:** The task list. Tasks in the inbox (`inbox`) are not scheduled. - **Priority:** Low, normal, high, or ASAP. The default is normal. - **Recurrence Rule:** An RRULE string without the `RRULE:` prefix, for a repeating task. - **Time Zone**, **Blocked By IDs**, **Blocks IDs**, **Scheduling Hours ID**, **Buffer Before Minutes**, and **Buffer After Minutes** A task must be shorter than 24 hours. ### Update task Replaces a task with the values you send. FlowSavvy does not accept partial updates, so use Retrieve item to get the task, change the values, and send all of them back. **Required fields:** ID. **Optional fields include:** the same fields as Create task, plus **Occurrence Date** and **Scope** for a repeating task. Scope is required for a repeating task. ### Complete task and Uncomplete task **Complete task** marks a task complete. **Uncomplete task** marks it incomplete. If the task is already in that state, the action still succeeds. **Required fields:** ID. **Optional fields:** Occurrence Date, for Complete task on a repeating task. When you complete one occurrence of a repeating task, FlowSavvy creates a new task for that occurrence. ### Create event and Update event **Create event** creates a calendar event. **Update event** replaces an event with the values you send, so send all of the event's values, not only the changed ones. **Required fields:** Start Date Time, End Date Time, plus ID for Update event. **Optional fields include:** Title, All Day, Busy, Calendar ID, Location, Notes, Recurrence Rule, Time Zone, Buffer Before Minutes, Buffer After Minutes. Update event also accepts Occurrence Date and Scope for a repeating event. End Date Time is exclusive. For an all-day event, set it to midnight at the start of the day after the last day of the event. ### Retrieve schedule Returns the schedule entries in a date range. **Optional fields:** Start Date and End Date, in `yyyy-MM-dd` format and in the time zone of the user's settings. The range can be up to 31 days. ### Recalculate Runs FlowSavvy's auto-scheduling engine and reschedules auto-scheduled tasks. **Optional fields:** Reschedule Past Tasks. When true, FlowSavvy also reschedules past and in-progress tasks. When false, those time blocks do not move. ## FAQs ### Do I need to run Recalculate after I create or change a task? No. A change through the API starts a recalculation automatically after a short delay. Use Recalculate when you need the schedule to update immediately. ## Plans Explained ### FlowSavvy Integration by plan | | Startup Program | Essential Plan | Growth Plan | Enterprise Plan | | --------------------- | --------------- | -------------- | ----------- | --------------- | | FlowSavvy Integration | Not Available | Not Available | Limited | Available | [Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).