(Hint: Start With Your Next Episode, Not Your Entire Workflow)
If you’ve just signed up for Northflow and you’re staring at a clean workspace wondering where to begin—you’re not alone.
We see it all the time.
Creators log in, look around, and freeze.
Not because they don’t know how to work—but because they’re used to doing everything the hard way.
Trello boards. Google Drive folders. Guest forms. Calendars. Spreadsheets. Slack messages. Sticky notes.
All stitched together into a system that kinda-sorta works, as long as no one touches it too hard.
So when they open Northflow—something made to bring it all together—they feel pressure to recreate their entire setup right away. Every stage, every tag, every little piece of their current process.
But here’s the better way:
Don’t build the whole system yet. Run your next episode through it.
Just one. The one you’re already planning, recording, or editing.
Use Northflow to move that episode from start to finish—create tasks, assign collaborators, drop in files, and watch the workflow take shape.
Let that one real episode show you how the platform works.
Because the best way to learn Northflow isn’t by setting it up perfectly.
It’s by using it.
In this guide, we’ll walk you through exactly how to do that—step by step.
Let’s get into it.
Step 1: Create a New Episode
Don’t overthink it.
Click “New Planning” or “Start Project”, give your episode a working title, and choose the show it belongs to.
Pro Tip: Add a target publish date. Even if it’s not final, it helps anchor the schedule visually in your calendar.
Step 2: Add Tasks as You Normally Would
Think about everything you need to do for this episode. Writing the script. Sending the guest form. Reviewing the edit. Publishing to your website. Promoting on Instagram.
Now go ahead and add those tasks directly to your episode.
You’ll notice that each task is connected to the episode itself—not floating in some random list.
Pro Tip: Assign stages like “Pre-Production,” “Recording,” or “Publishing.” You’ll get visual clarity on what’s moving and what’s stuck.
Step 3: Invite Your Collaborators (or Your Future Self)
If your editor, assistant, or client is involved, assign them a task.
Northflow will send them a simple email with a task view—no login required. They can check it off, leave a note, and move on.
Even if it’s just you for now, treat this like your future team is watching. Build the system you wish you had two months ago.
Step 4: Connect the Assets
Upload your cover image, raw audio, edit drafts, social clips, or anything else tied to the episode. All of it stays attached to this one project.
No more hunting through folders named “Podcast Ep 42 Final FINAL (for real).”
Pro Tip: Use “Find Assets” to reuse something from another show or past episode. Northflow makes it easy to search across your entire library.
Step 5: Use a Form (It’ll Change Everything)
If you have a guest, use one of Northflow’s built-in forms like “Guest Intake” or “Episode Suggestion.” These are auto-connected to your episode, and responses show up under Submissions.
No need for Google Forms, spreadsheets, or copy-paste headaches.
Pro Tip: Customize the form text to match your tone. Your guests will appreciate it.
Step 6: Let the Episode Guide the Workflow
You don’t need to “set up Northflow” before you can use it.
Just walk one episode through the system.
Once you’ve completed one from idea to published, you’ll understand the flow. You’ll see what templates to save. What stages work best for your team. What parts of your workflow can be simplified.
And then? You repeat it—with less friction and more clarity every time.
Final Thoughts: This Is a Mindset Shift
Northflow isn’t just another place to store to-dos.
It’s a system that mirrors how content actually moves—from idea to execution.
You don’t need to plan everything. You just need to start.
Let your next episode be the one that shows you what’s possible.
We’ve already built the system—now it’s time to make it yours.
👉 Start your next episode in Northflow
Want a visual walkthrough?
If you're more of a "show me how it works" kind of person, we've got you covered.
Check out the Northflow YouTube Playlist for short, helpful tutorials on everything from setting up your first episode to using forms, tasks, and the calendar view.