Platforms we support

Built around the tools your business already uses.

InFlowAI helps connect email, calendars, files, spreadsheets, forms, and simple CRM workflows so repeated admin work does not depend on memory.

Everyday business systems

Useful automation starts where the work already happens.

G

Google Workspace

Gmail, Calendar, Drive, Sheets, Forms, Docs, and Google Meet workflows for intake, reminders, files, and meeting follow-up.

M

Microsoft 365

Outlook, Teams, OneDrive, SharePoint, Excel, Word, and Microsoft calendar workflows for shared operations and follow-up.

Ops

Common Operations Tools

Website forms, simple CRMs, scheduling tools, spreadsheets, shared inboxes, PDFs, and customer lists that need cleaner handoffs.

Control where it matters

Automation does not have to mean auto-sending everything.

Workflows can create drafts, summaries, tasks, and reminders while keeping approval steps in place for customer messages, owner decisions, pricing, scheduling, and exceptions.

  1. Draft firstPrepare replies, summaries, or follow-ups for review before sending.
  2. Manual tasksPhone calls, judgment calls, and owner decisions stay visible as tasks.
  3. Audit trailImportant activity is tracked so the business can see what happened.

Good first connections

Start with a workflow that touches two or three tools.

Website form to follow-up taskNew inquiries create a task, draft a reply, and set the next follow-up date.
Email inbox to owner digestImportant requests are summarized into a daily view instead of buried in threads.
Spreadsheet to reminder listOpen estimates, repairs, renewals, or document requests are checked on a schedule.
Calendar to meeting follow-upMeetings can trigger notes, next steps, and follow-up reminders.
Shared folder to document checklistMissing files become clear requests instead of repeated manual checking.

Workflow Preview

Bring the tools you use now. We will map one practical workflow.

Start with a workflow preview