Five modules. One operating system.
Flow Pilot is not a dashboard. It's an action layer over everything your business already runs on. Turn each module on independently or run the full suite.
Today — the daily action queue
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
Searchable memory of every entity and decision
Every client, deal, invoice, ticket, conversation and decision — unified, searchable, and queryable in natural language.
- Unified entity graph across HubSpot, Stripe, Gmail, Slack and more
- Natural-language search: "why did we lose Acme last quarter?"
- Decision log with context, owner and outcome
- Onboards new operators in days, not months
Severity-ranked operational alerts
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"
- Quiet hours, escalation, and on-call rotation
Autonomous agents that act on your business
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.
- 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
- Per-agent audit log and rollback
Detect repeatable workflows. Suggest automations.
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
Run the full suite, or just one module.
Every module works standalone. Together, they compound: alerts get smarter with memory, agents act on the queue, processes promote into agents.