Clear next steps for client work.
Prioritise overdue payments and stalled work, find the client context and decide what to do next. Stripe is live, HubSpot is in beta; other connections are listed on the Integrations page.
14-day free trial · Plans from £39/mo · Cancel anytime
Know which client action comes next
One ranked list of the most important actions across every system you operate. No tabs. No status meetings. Just what to do next.
- Severity-ranked queue across clients, projects, finance, ops
- One-click resolve, snooze, or delegate to an Employee
- Audit trail of every action and decision
- Replaces the morning ritual of checking 6 dashboards
Find the context without asking the whole team
Every client, deal, invoice, ticket, conversation and decision, unified, searchable, and queryable in natural language.
- Unified entity graph across Stripe and HubSpot, with Gmail, Slack and more on the roadmap
- Natural-language search: "why did we lose Acme last quarter?"
- Decision log with context, owner and outcome
- Share recorded context with new operators
Review risks with a next step attached
Not notifications. Not noise. Alerts ranked by business impact, with the next action attached.
- Crit / Alert / Warn / OK severity model
- Cross-system rules (e.g. high-MRR client + open complaint + late invoice)
- Action attached to every alert, never just "FYI"
- Review severity, context and the next action
Give AI work a scope and an approval boundary
Define an Employee with a role, a scope, and a set of approved actions. They work the queue, draft replies, reconcile data, and escalate edge cases.
Nothing sent until approved.
- Role-scoped agents: AR Clerk, Inbox Triage, Renewals, Onboarding
- Approval modes: auto, suggest, or human-in-the-loop
- Reads from Business Memory, acts via connected integrations
- Review employee activity and outcomes
Find repeat work worth simplifying
Flow Pilot watches what your team does across systems and surfaces the patterns worth automating, with an estimated time and cost saved.
- Auto-discovered process maps from real activity
- Time-and-cost estimates per process
- One-click promotion to an Employee playbook
- Tracks drift when a process changes
Start with the work that needs attention.
Starter includes Today and Business Memory. Growth and Complete add Health Alerts, AI Employees (beta) and Process Discovery (beta). Choose a plan; no separate module charges.
14-day free trial · Plans from £39/mo · Cancel anytime