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 websites, forms, inboxes, and repeated manual tasks into simple workflows using the tools your team already has: email, spreadsheets, calendars, and CRMs.
Simple starting point
Start with one repeated task or one missing intake point.
We map the process, install a practical first workflow, and, when needed, create the simple website form that gives new leads and requests a reliable place to start. 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.
For businesses without a useful website
A simple website that starts the follow-up.
Website + Workflow Starter
For local businesses that need a clear web presence and a reliable way to capture new requests. The website stays simple, and the workflow makes sure inquiries turn into next steps.
- Simple 1-5 page website with practical local business copy.
- Contact or request form connected to email, spreadsheet, CRM, or task list.
- First-response template and follow-up reminder workflow.
- Owner summary for new leads, overdue follow-ups, and open requests.
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.
Website + Workflow Starter
$1,500-$3,500 setup
Simple website, intake form, lead capture, first-response template, and follow-up reminders.
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?