What Flow needs
- Your goal, described in plain language
- The business records and context Flow has access to
- Your approval on anything consequential
One agent. Your whole business.
An AI Agent That Runs Your Business, Not Just Answers Questions
Flow is a real multi-step AI agent, not a chatbot. Give it a goal and it plans the steps, uses your connected tools to do the work, and reports back — pausing for your approval before anything spends money or can’t be undone. When no ready-made feature fits, Flow writes and runs its own code to get it done anyway.
Who this is for
Owners who are tired of carrying the operating context across separate CRM, inbox, marketing, calling, and task tools.
The operating problem
Most business software makes you learn it: forms, tabs, dashboards. Flow works the other way — you describe the outcome in plain language and it does the work across the systems it’s connected to.
A workflow from instruction to outcome
One conversation keeps the context and the work together.
- 01
Tell Flow the goal, not the steps — for example, "email everyone who bought last month a 10% offer."
- 02
Flow plans the work and calls the right tools: CRM, email, ads, tasks, calendar.
- 03
When no pre-built feature fits, Flow writes and runs its own code to get it done.
- 04
You approve anything that spends money or can’t be undone before it happens.
- 05
Flow reports back what it did, and the result stays connected to your business context.
From context to controlled action
See the information before deciding what moves next.
Flow keeps the conversation close to the records and work it can use. The owner remains the decision point where the workflow requires approval.
What Flow creates
- A direct answer or a completed piece of work
- Custom reports, spreadsheets, or exports when no pre-built feature covers the request
- An updated business record for the next conversation
Where you approve
- Anything that spends money, before it spends
- Anything that can’t be undone, before it happens
- Public-facing sends, posts, and campaign launches
What to expect
Flow can only work with information it has access to and capabilities you’ve enabled. It is a software agent, not a replacement for your own judgment on decisions that matter.
Frequently asked questions
Clear answers before you bring Flow into the work.
Dealsflow is a chat-first business operating system where you run your company by talking to an AI agent called Flow that manages your CRM, email, ads, tasks, and automations.
Flow is a true multi-step AI agent: it plans, uses real tools to take actions in your business, writes and runs its own code when needed, and returns results — not just text replies.
Yes. For analysis, reports, files, and data tasks with no pre-made button, Flow writes and runs code in a secure sandbox to accomplish them, then hands you the result.
No. Anything that spends money or can’t be undone pauses for your explicit approval first.
Talk to your business
Give Flow the outcome. Keep the final say.
Start with one conversation and one business workflow that matters.