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This guide helps you get started with the PailFlow API for turning client conversations into delivery artifacts your team can execute immediately.

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What is PailFlow?

PailFlow is a conversation workflow API built for agencies, consultancies, and delivery teams. Instead of only producing raw notes, PailFlow helps you produce delivery-ready outputs from meetings. With PailFlow, you can:
  • Capture conversations with bots and meeting infrastructure
  • Process transcripts against your templates and baselines
  • Generate artifacts like scope docs, SOWs, backlogs, and change tracking
  • Route outputs to your internal tools via webhooks and structured payloads
  • Add approval/review steps before final outputs are pushed downstream

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Getting Started

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1. Request Access

Visit pailflow.com and apply for API access. PailFlow supports a done-for-you implementation track and an API track. For API access, the team typically runs a quick fit check before enabling production usage.

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2. Get Your API Key

Once your workspace is approved, generate an API key from your account settings. Use this key to authenticate all API requests.

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3. Configure Credits

Before making API calls, ensure your workspace has active usage credits.
Requests can fail with a 402 error when credits are not available.

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4. Make Your First API Call

Once your API key and credits are ready, make your first join request. This starts the meeting workflow and runs your configured bot behavior. 
curl -X POST https://api.pailflow.com/v1/api/bot/join \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "room_url": "https://your-domain.daily.co/room-name",
    "bot_config": {
      "bot_prompt": "You are an implementation assistant that captures requirements and clarifies scope.",
      "bot_greeting": "Hi! I am here to help capture requirements for this project. I will ask clarifying questions as we go."
    }
  }'