Lead intake and follow-up
Turn website forms, calls, and inbox requests into tasks, owner alerts, and scheduled follow-up.
Trades examplesFor owner-led small businesses
Keep leads, follow-ups, and admin work moving.
InFlowAI turns repeated manual tasks into simple workflows using the tools your team already has: email, spreadsheets, forms, calendars, and CRMs.
Simple starting point
Start with one repeated task.
We map the process, install a practical first workflow, monitor it, and tune it as your team uses it. No new platform required.
Customer story
Bacon Plumbing got visibility from service tag to billing.
InFlowAI helped Bacon Plumbing manage new service tags from creation to completion, then carry the workflow through billing with clearer stages and fewer missed handoffs.
The practical win was simple: less manual status chasing, cleaner closeout, and a clearer owner view of where each job stood.
Status checked manually
Stage tracking
Handoffs easy to miss
Completion and billing path
Limited owner visibility
Process view by stage
Common first wins
Workflows built for everyday operations
Quote reminders
Track open quotes and send clean reminders so opportunities do not depend on memory.
Property examplesService request summaries
Summarize incoming requests, classify them, and route the next step for review.
Professional examplesOwner daily digest
Bring new leads, overdue items, customer requests, and exceptions into one simple update.
Appointment examplesHow it works
A practical install, not a science project.
Each workflow is scoped, documented, monitored, and adjusted around how the business already works.
- MapPick one task and define the trigger, owner, tools, and desired outcome.
- BuildConnect the existing systems and include a review step where judgment matters.
- MonitorReview usage, fix small issues, and report what changed after launch.
Tools you already use
Works around Google, Microsoft, email, calendars, forms, and spreadsheets.
Google WorkspaceGmail, Calendar, Drive, Sheets, Forms, Docs, and Meet.
Microsoft 365Outlook, Teams, OneDrive, SharePoint, Excel, Word, and calendars.
Everyday operationsWebsite forms, simple CRMs, shared inboxes, PDFs, and customer lists.
Managed workflow plans
Choose the right first workflow
Workflow Preview
Free-$250
Discovery call, one workflow map, automation recommendation, and suggested plan.
Starter Managed Workflow
$500/mo
One simple rules-based workflow with monitoring, small fixes, and basic documentation.
Core Managed Workflow
$1,000/mo
One standard multi-step workflow with monthly optimization, support, and usage review.
AI Managed Workflow
$1,500/mo
AI-assisted summarizing, drafting, extracting, classifying, or analysis with human approval.
Free checklist
Find one follow-up workflow worth fixing first.
Download a practical checklist for reviewing leads, estimates, customer requests, reviews, and owner visibility before choosing the first workflow to automate.
- Spot where repeated follow-up work slips.
- Separate manual calls from automated steps.
- Capture the context needed for a useful Workflow Preview.
Ready to find the first workflow?