Workflow automation

Set the rules once. Let Flexie do the rest.

Turn the repeating parts of your business into workflows you build once and Flexie runs for you. Start one from anything that happens, branch it on your own rules, and let a single run reach across billing, messaging, and your other tools, with AI for the steps that need real judgment.

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Started by anythingBranches on your rulesReaches every channelAI for the hard steps

How it works

Three pieces. That is the whole idea.

A workflow is just this: when something happens, do a few things, and make the smart choice along the way. Build it on a visual canvas by connecting blocks, or describe it and Flexie AI builds it for you.

01

Pick a trigger

Choose what starts it: a record changes, a message or form arrives, a schedule comes round, or another tool calls in.

02

Add the steps

Stack up what should happen: send an email or text, create a task, raise an invoice, update a record, notify the team.

03

Add the decisions

Branch on what matters. Big account, treat them one way; everyone else, another. Flexie takes the right path on its own.

Triggers

Start a flow from anything that happens.

Most automations wait on the wrong thing. Flexie lets each one start from the real trigger: the moment a record changes, a saved list matches, a schedule comes round, a message or form arrives, or another system calls in. Pick the source that matches what actually sets the work off, and the flow fires the instant it does.

• The moment it changes
  A record event fires in real time the second a field you care about changes, with no polling and no delay.
• Whole segments at once
  Point a flow at a saved list and it works through every record that matches, paced so nothing floods.
• On your own clock
  Run renewals, digests, and housekeeping every few minutes, hours, or days, without anyone watching the time.
• When a message lands
  An email, SMS, WhatsApp, or form submission can be the very thing that kicks the whole process off.
• When another tool calls
  A web request from your site or a partner system starts a flow the instant it arrives.
• Only the change you mean
  Watch a field moving to a specific value, so a flow fires on exactly that transition and nothing else.

Read Triggers docs

Every channel

Reach customers on the channel they actually use.

A reminder is only useful if it arrives. Flexie automations send email, SMS, and WhatsApp on the accounts you already own, so a follow-up goes out wherever the customer reads it. Attach the invoice or the quote and Flexie delivers the whole thing, on time, every time, with no one in the loop.

• Email, SMS, WhatsApp
  One flow can reach any of them, picking the channel that fits the moment and the customer.
• On your own accounts
  Messages send through your mailbox, your Twilio, your WhatsApp Business number, never a line Flexie rents you.
• Documents attached
  Generate and attach an invoice or quote PDF, so the message carries everything the customer needs.
• Replies pull the flow on
  When the customer answers on any channel, that reply can start the next step of the process.
• Sent at a polite hour
  Hold customer-facing sends to a time window and skip days, so nothing goes out at 3am.
• Logged on the record
  Every send and reply is filed against the right contact, so the history is always there.

Read Inbox docs

One run, many steps

One step feeds the next, in the right order.

Real processes are not one thing, they are a chain. Flexie carries what each step produces forward to the next, so a flow can create an invoice and then record a payment against that exact invoice, raise a case and then answer the customer with its reference. The work moves through in order, like an assembly line for your operations.

• Built like an assembly line
  Each step hands its result to the next, so a long process runs end to end in a single flow.
• Uses what it just made
  A step can act on the exact record an earlier step created, down to the new invoice's own id.
• Runs in the right order
  Place a step beneath another and it waits for it, so dependent work never races ahead.
• Branches stay independent
  Separate paths advance side by side, so unrelated steps never wait on each other.
• Waits without cost
  A step can pause for days before it runs, and a parked flow costs nothing while it sits and waits.
• Logic too specific to click
  When a rule is too particular for any dropdown, write it in Flexie Scripting, right in the step.

Read Passing Data docs

AI inside the flow

Rules when you want them. Judgment when you don't.

A plain automation follows fixed rules, and most of the time that is exactly right. But some steps need real judgment: read this message and draft a reply, review this deal and flag the risks, summarize what happened today. Flexie lets you drop the AI in as a step, give it the job in plain words, and it does that job every time the flow runs, unattended, for the whole business.

• AI as a step
  Hand any step to Flexie AI in plain words, and it does that job each time the flow runs.
• Thinks, not just follows
  Read, draft, classify, summarize, the parts a fixed rule could never handle on its own.
• Or let AI build the flow
  Describe the automation you want and Flexie AI assembles the whole thing, ready to review and switch on.
• Its output flows on
  What the AI produces becomes data the next steps use, to send, to branch, or to update a record.
• Approval on what matters
  Anything material still pauses for a yes before it happens, the same as everywhere in Flexie.
• Your vendors, your models
  Runs on your own AI accounts, with the right model picked for each job, so it stays efficient and never locks you in.

Read about Flexie AI

Built to be trusted

Industrial-grade, not a weekend toy.

An automation is only worth setting up if you can trust it on your busiest day and change it without fear. Flexie runs thousands of records through a flow at once, parks the ones that are waiting so they cost nothing, retries what it safely can, and writes down every step it takes. You test a flow on a real record before it goes live, and roll any change back in a click.

• Runs in parallel
  Thousands of records move through a flow at once on a pool of workers, so a quarter-end rush never becomes a backlog.
• Test before it is live
  Run the whole flow against one real record and see what every step would do, before a single message goes out.
• A full audit trail
  Every step writes a log row, with its result and the reason it failed, so nothing a flow did is a mystery.
• Roll back in a click
  Every save is a version, so if an edit misbehaves you restore the last good one instantly.

What teams automate

The work that used to eat your week.

Six processes businesses hand to Flexie and stop thinking about, each built once the way it actually works.

Sales

Never drop a lead

Every inbound lead is scored, assigned to the right rep, and answered before anyone has even opened it.

Lead scoringRouting

Finance

Chase overdue invoices

Gentle reminders send themselves on a schedule until the bill is paid, then stop on their own.

DunningScheduled

Customer success

Onboard like clockwork

Every new customer gets the same welcome, tasks, and checklist the moment the deal is won.

OnboardingTasks

Retention

Renew without the scramble

A subscription coming due triggers the renewal note weeks ahead, and escalates if a payment fails.

RenewalsWebhooks

Operations

Keep records clean

Duplicates are caught on creation, stale leads archive after 90 days, missing fields fill themselves in.

Data hygieneLists

Support

Escalate the right tickets

An SLA about to breach routes to a manager, a VIP ticket pages on-call, and the rest group by topic.

EscalationDecisions

Plain speak

A real automation engine, not a few canned rules. Know which you need.

Flexie automates the complex, multi-step processes your business runs on. That is power for teams with real workflows to capture, and more than teams who just need a couple of simple alerts.

Where Flexie automation fits

• You have multi-step processes that span sales, billing, support, and messaging.
• You want each automation built the way your business runs, not forced into a fixed template.
• You need flows that branch on your own rules and treat your biggest accounts differently.
• You want to reach customers on email, SMS, and WhatsApp from your own accounts.
• You want some steps to use real judgment, drafting, classifying, summarizing, with AI.
• You need to trust automations on a busy day and change them without fear.

Where it is not the right tool

• You only need one or two simple alerts and nothing more.
• You want a fixed library of pre-built recipes and no process of your own to capture.
• You are not ready to map how your processes actually run before automating them.
• Your tools have no events, messages, or webhooks for a flow to react to.
• You want a single toggle and never to think about the process behind it.
• Your needs are simple and a stock tool's built-in rules already cover them.

Give your team back its week.

Explore the live demo to build a flow and watch it run, or book a call. We will map one of your processes with you, show you the shortest path to automate it, and tell you honestly whether Flexie is the right fit.

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No signup for the demo. No pressure on the call.