Popular Flows
Quote to Invoice
Convert approved quotes into invoices, send to clients, sync with accounting software.
Time saved: 2 hours/week per team member
Employee Onboarding
Send welcome email, provision accounts, assign tasks, schedule check-ins.
Time saved: 5 hours per new hire
Payment Reminders
Scheduled reminders for overdue invoices with customizable tone and frequency.
Time saved: 20-30% faster payment
Data Sync Across Tools
Keep CRM, accounting, and project management data in sync automatically.
Time saved: 90%+ error reduction
Lead Capture & Routing
New lead → enriched → scored → assigned to sales rep → CRM → follow-up task.
Time saved: <5 minute response time
Monthly Reconciliation
Compare transactions across systems, flag discrepancies, generate report.
Time saved: 4-6 hours/month
Three steps to automation
1
Choose a template
2
Customize workflow
3
Activate & monitor