What Flow needs
- A clear outcome and trigger
- The records and capability each step needs
- Rules for approvals, exceptions, and timing
Describe the outcome, not the diagram
Set It Up Once by Describing the Outcome
"When a new lead comes in, add them to the pipeline, send a welcome email, and remind me to call in two days." Describe it once to Flow, or build it on the visual canvas, and Dealsflow runs it automatically every time the trigger fires.
Who this is for
Owners who want repeatable work to move faster without becoming a full-time workflow administrator.
The operating problem
Visual workflow tools can connect triggers and actions, but you still have to translate every business outcome into a technical diagram and keep it maintained.
A workflow from instruction to outcome
One conversation keeps the context and the work together.
- 01
Describe the result, trigger, and any boundaries to Flow — or drag it out on the visual builder.
- 02
Choose from 21 trigger types: new lead, deal-stage change, message received, and more.
- 03
Chain up to 18 actions with if/else, switch, and delay logic for real branching.
- 04
You review the decisions or outputs that need approval.
- 05
Results and exceptions land back in the conversation with useful 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 coordinated, repeatable sequence of work
- Prepared or completed actions on every trigger
- Visible exceptions that need an owner decision
Where you approve
- External communication and public output
- Budget or commercial decisions
- Exceptions where required context is missing or uncertain
What to expect
Automation is limited to enabled capabilities and available information. Unsupported steps still need a person or another system.
Frequently asked questions
Clear answers before you bring Flow into the work.
Yes. Dealsflow’s workflow engine triggers emails, tasks, and updates automatically based on events in your business.
No. Describe the automation to Flow, or drag it out on the visual builder.
You can start by describing the outcome to Flow in a sentence — you don’t have to design the diagram first, though the visual canvas is there when you want it.
Talk to your business
Give Flow the outcome. Keep the final say.
Start with one conversation and one business workflow that matters.