flow

We can automate your business.

We integrate AI into your organisation — cutting busywork, speeding up decisions, and turning weeks of manual work into a few clicks.

The Daily Grind

Q3-orders.xlsx

Client
Stage
Value
Date
1
Atlas Co.
Won
$12,400
Aug 14
2
Beacon LLC
#REF!
Aug 10
3
Calder & Co
Won
$24,100
Aug 02
4
Delta Forge
?
5

daily-todo.md

  • Reply Atlas PO

  • Draft Vera renewal

  • Book Helio demo

  • Close #REF in Q3

  • Send invoice Beacon

pitch-v4.key

empty
empty
empty

Inbox

Today

27
  • Atlas Co.

    Re: PO #1042

    9:14a

  • Helio Group

    Quote follow-up

    8:42a

  • Vera Labs

    Renewal docs

    Tue

  • Beacon LLC

    INV-1042 overdue

    Mon

people.app

HC44
Eng24
Sales12

PTO requests

  • Lin H. · 3dPending
  • Omar R. · 1dPending
  • Sara P. · 5dPending

● 1 onboarding overdue

campaigns.app

MQL142
CTR1.2%
  • Q3 launchLive
  • Webinar#N/A
  • Helio retargetPaused
  • August blogDraft

finance.app · AR

Revenue$480k
AR open$92k
Overdue$28k
0-30
31-60
61-90
90+

● 4 invoices overdue

CRM · Pipeline

  • AC

    Atlas Co.

    Follow up
  • HG

    Helio Group

    Follow up
  • VL

    Vera Labs

    Replied
  • NW

    Northwind

    Stale 21d

it-ops · status

P11
P23
Deploys2 queued
  • APIDegraded
  • DBHealthy
  • AuthHealthy
  • QueueBacklog 1.2k
  • CDNHealthy
  • MailBounces 4%

Calendar · Week 33

Mon
Tue
Wed
Thu
Fri
Sales sync
Demo · Vera
Conflict
QBR prep
??
Standup
Demo · Helio
Conflict
Open

#sales

  • AM

    AM

    Did we send the PO?

  • JR

    JR

    @you reminder?

  • AM

    AM

    still nothing on Helio…

ops-board.app

Backlog

12
PO-1042 Atlas
Stuck: Beacon

In Progress

7
Pack Vera order
Late: Helio

Done

4
Calder · ship

proposal-Atlas.docx

Atlas Co. — Proposal

draft · 2d idle

scratch.txt

- AM about pricing

- Helio DM??

- competitor pdf

- ……

analytics.app

ARR$1.2M
Conv1.8%
Churn5.2%

● trend ↓ since Aug 02

helpdesk.app

  • P1

    #4421 · Atlas Co.

    Open
  • P2

    #4420 · Helio

    Open
  • P3

    #4419 · Vera

    Stalled
  • P2

    #4418 · Beacon

    New
9:14
  • Slack

    @you ×3

  • Calls

    Missed · Atlas

  • Mail

    12 new

  • Cal

    Demo in 5m

whiteboard.app

leadsops??

call helio
back!!

Q3 forecast??
ask AM

fix #REF 🙃

deck →
friday!

renewals
Vera?

IT P2!
ping ops

review
numbers!

ship today

ON FIRE
🔥🔥

HR
Finance
Marketing

4 people · 27 pending · 9 errors · 6 drafts · 2 incidents27 pending · 9 errors

Integrate AI

AI plugs into everything you already do.

Not a chatbot bolted on the side. Real AI working inside your WhatsApp, your customers, your tasks, and your team.

Replies to WhatsApp in seconds.

An AI agent talks to your customers, gives prices, books appointments, and only pulls in your team when it really has to.

Spots the customers worth chasing.

Every call, message, and form gets sorted for you. The urgent and high-value ones jump to the top of the list.

Builds your follow-up list for you.

Every call turns into notes you can read. Follow-ups land on your list with due dates — miss one and it pings you back until it's done.

Cuts the daily admin.

Status updates, repeat jobs, daily schedules, end-of-day summaries — written and sorted before you ask.

Benefits

One place. One picture. Sharper every week.

What it looks like when AI lives inside your business — fewer tools, faster decisions, and a team that can take on more without burning out.

One workspace replaces ten apps.

Stop juggling WhatsApp, Excel, your calendar, customer lists, and a dozen chat groups. They all live in flow — one bill, one login, one system to learn.

WhatsApp + Sheets + Excel + Calendar → just flow.

The whole team works off the same picture.

You, your managers, and your team on the ground all see the same customers, the same jobs, and the same status — in real time. Decisions take minutes, not a chat thread you scroll through tomorrow.

What you see, your team sees — same screen, same minute.

What your best people know stays in the business.

Every call, message, and quote teaches the system. The way your best people handle a tricky customer becomes the way everyone does — even when they're off, or when someone new joins.

Week 4 runs sharper than week 1.
the math

Days → seconds. Per workflow.

The time saved isn't small. Look at one of your week's biggest headaches — and what it looks like with flow.

Marketing
Today
2 daysusually cold by then

A Facebook ad lead arrives. Someone logs into the dashboard, exports a spreadsheet, emails it across. Marketing reviews it two days later. By then the customer has bought from someone else.

With flow
60 secondsusually booked

The lead arrives. AI pulls it from Meta and Google the moment it lands, sorts it, sends it to the right person, and replies to the customer in under a minute.

HR
Today
1 weekmostly admin

Fifty CVs sit in the inbox. Someone reads them over the weekend. Interviews scheduled over a week of WhatsApp back-and-forth. Onboarding paperwork chased by hand.

With flow
1 eveningmostly automatic

AI shortlists the best fits, drafts the interview email, books the slot in your calendar, and kicks off the onboarding the moment the offer is signed.

Finance
Today
month-end shock

Invoices, supplier bills, and expense receipts pile up in chat groups. The accountant reconciles them in Excel at month-end. Cash-flow surprises arrive late.

With flow
live, no surprises

Every receipt and invoice is logged the moment it arrives. The numbers stay current. You see what you have spent and earned, today.

Operations
Today
paper, phones, panic

Stock checks on a clipboard. Scheduling lives in someone's head. The calendar is a WhatsApp message and a phone call to confirm. Mistakes show up at the customer.

With flow
live, scheduled, confirmed

Stock is counted as it moves. Jobs are scheduled around your real capacity. Customers get a confirmed time the moment they book — nobody calls back to double-check.

Savings

Hire a super employee.

Replace the tool stack, the busywork hours, and the coordinator you'd otherwise hire — for a teammate that works 24/7 and watches the pipeline tighten on its own.

Today

$6,095/m

CRM

$220

Useless ERP

$250

Sheets

$45

Scheduler

$70

Team Manager

$50

Enrichment

$60

Team busywork

14 hrs/wk × $25

$1,400

Ops coordinator

the hire you make when no one's watching the floor

$4,000

With flow

$500/m

From

$500/m

  • Works 24/7 — no leaves, no sick days
  • Never quits, never asks for a raise
  • Replaces every tool on the left, and the coordinator
  • ~2hrs/wk of light oversight, that's it

You save

$5,595/m

+ 12 hrs/wk back

+ revenue you won't see on the bill

Every lead touched in seconds — not days. Pipeline conversion lifts, follow-ups stop falling through the cracks, and the team you have closes more without working more.

Questions

Asked. Answered.

The things people ask before they book the call. Short answers, no hedge.

How fast can we go live?
One workflow live in 1–2 weeks. Not three months, not a pilot committee.
Do I have to rip out my current tools?
No. flow plugs in next to WhatsApp, your CRM, and your spreadsheets. You retire the ones you stop opening.
Who owns the data?
You do. We don't train on it, we don't sell it, and you can export it any time.
What if the AI gets something wrong?
It hands off to a human. You decide which messages, which customers, and which decisions never go out without a person.
Is there a setup fee or annual contract?
No setup fee. Monthly billing. Cancel any month.
Does it speak Arabic?
Yes. English and Arabic out of the box. Other languages on request.
How much of my time does it need?
About 2 hours a week of light oversight once it's running. We do the heavy lifting at setup.
What's not included?
Hardware, third-party ad spend, and anything that needs a human on a job site. Everything else is in the bill.
P.S.

this week. Let's automate one workflow.

Pick a time. We'll spend 20 minutes looking at your business and tell you exactly what we'd wire up first. No slides, no commitment.

or just email team@takeflow.io