NewFlow Agents can now work across 120+ apps

Put the work between your tools on autopilot

Flow turns the processes your team runs by hand into workflows that AI agents carry out across your CRM, billing, inbox and Slack. You decide where a person signs off.

Book a demoStart free
  • Free plan, no card needed
  • SOC 2 Type II
  • 120+ integrations
Workflows/New customer onboardingLive
TriggerDeal moves to Closed wonPipeline: New business
AgentDraft onboarding planReads the deal and call notes
Over $50k
ApprovalAccount lead approvesPosts to #cs-handoffsWaiting
Otherwise
ActionSend welcome emailFrom the account owner
ActionCreate onboarding projectTemplate: Enterprise kickoff

Operations teams at fast-growing companies run on Flow

From a sentence to a running workflow

Write the process the way you would explain it to a new hire. Flow builds the steps, you check them, and agents run it from then on.

Workflows/New workflow

Describe the process

When a deal closes in HubSpot, draft an onboarding plan from the call notes. If the contract is over $50k, ask the account lead to approve it in Slack. Then open a project in Linear and send the welcome email.

Uses Build workflow

Or start from

  • Route new leads by territory
  • Chase invoices 7 days overdue
  • Triage tickets by intent
Workflows/New customer onboardingDraft
TriggerDeal moves to Closed wonPipeline: New business
AgentDraft onboarding planReads the deal and call notes
Over $50k
ApprovalAccount lead approvesPosts to #cs-handoffsWaiting
Otherwise
ActionSend welcome emailFrom the account owner
ActionCreate onboarding projectTemplate: Enterprise kickoff
Runs/New customer onboardingLive

Run 4,812

Fernway · started 10:42

Completed
  1. Deal moved to Closed won0.2s
  2. Drafted onboarding planKickoff Oct 14 · 3 milestones · Owner: Maya Chen18.4s
  3. Approved by Maya Chen1m 32s
  4. Created onboarding project0.9s
  5. Created subscription0.6s
2m 14s total5 steps0 retries
steps run by Flow agents every month
48M
of runs finish without a retry
99.98%
from sign-up to first live workflow, on average
6 days
teams in production
2,400+

Agents that know your process, not just your data

Give an agent a goal, the tools it can use and the policy it must follow. It works through the queue, writes back to your systems and asks before anything it shouldn't decide alone.

See what agents can do
Collections agentRuns weekdays at 9:00

14 invoices are more than 30 days overdue, $48,210 in total. I drafted reminders in your tone of voice. Three accounts are on strategic plans, so I held those for you.

  • Brightloom$12,400Held for review
  • Okapi Studio$3,150Draft ready
  • Mersey Freight$7,820Draft ready
Send 11 remindersReview 3
Policy: Collections v3 Every step logged

One platform for every team that keeps things running

Start with the process that hurts most. Most customers add a second team within a quarter.

Every lead routed and followed up in minutes

Enrich new leads, assign them by territory and book the first call before the prospect leaves your site.

  • Lead routing
  • Deal desk approvals
  • Renewal prep
Flow for revenue
A man in a video call at his desk

Close the books without the chase

Send polite reminders on overdue invoices, match payments and collect missing receipts before month-end.

  • Invoice follow-ups
  • Payment matching
  • Spend approvals
Flow for finance
A woman working through financial documents with a calculator

Tickets that arrive already understood

Classify every ticket, attach the account history and route it, or resolve the routine ones outright.

  • Ticket triage
  • Refunds
  • Escalations
Flow for support
A support agent with a headset smiling at her desk

New hires ready before their first coffee

Create accounts from the HR record, confirm access with managers and remove it all on the last day.

  • Onboarding
  • Access requests
  • Offboarding
Flow for it and people
An engineer with a laptop in a server room

Works with the tools you already pay for

Connect an app in a couple of clicks. Anything without a connector is one HTTP step away.

Browse integrations

Teams hand Flow the work nobody wants to do twice

Read customer stories
Grant Holloway, Chief Operating Officer at Tidewater

“We started with one refund workflow. A year later Flow runs forty processes across four teams, and every one of them has an owner and an audit trail.”

Grant HollowayChief Operating Officer, Tidewater11,000hours a year handed back to the team

  • 3 min

    median lead response, down from 4 hours

    Lead routing, enrichment and meeting booking across HubSpot and Slack.

  • 3 days

    to close the books, from 9

    Collections, reconciliation and month-end checklists in Xero and Stripe.

  • 20 min

    to provision a new hire, from 2 days

    Onboarding, access requests and offboarding with Okta and Slack.

Built for teams who answer to auditors

Flow runs inside the guardrails your security team expects, with the records your auditors ask for.

  • SOC 2 Type II
  • ISO 27001
  • GDPR
  • HIPAA ready

  • SSO and SCIM

    Sign in with Okta, Entra ID or Google and provision users automatically.

  • Roles and permissions

    Decide who can build, approve or only view each workflow.

  • Audit log

    Every change and every run is recorded and can be exported.

  • Data residency

    Keep run data in the US or the EU, with private cloud on request.

  • Bring your own keys

    Use your own model provider keys, so prompts never leave your account.

  • Versions and rollback

    Every edit is a version. Compare, test and roll back in one click.

Questions, answered

Do I need to know how to code?

No. You describe a process in plain words or build it on the canvas. Developers can add code steps or call any API when they want to.

Which AI models does Flow use?

Flow picks a suitable model for each step by default. On Business and Enterprise you can choose the model per step or bring your own provider keys.

What happens when an agent isn't sure?

It stops and asks. You set the limits, and anything above them goes to a person for approval in Slack, Teams or email.

Is my data used to train models?

No. Your data is never used to train models, ours or anyone else's, and model providers are contracted not to retain it.

How long does it take to go live?

Most teams run their first workflow on the day they sign up. Larger rollouts with approvals and SSO usually take one to two weeks.

From the blog

All posts
Rows of green glass balconies on a modern building

Engineering

Idempotency is the whole job

Why every step in Flow can run twice without doing anything twice, and the three rules we follow to keep it that way.

Hand Flow the next process on your list

Start free with three workflows, or book a demo and we'll build the first one with you.

Book a demoStart free