Keep your know-how.Hand over the repetition. Describe your process.
Customer requests Invoice checks Meeting follow-ups Recurring reports Anything else
↙ Customer request arrives “CAN I CHANGE MY ORDER?”
⌕ Customer details found ORDER · HISTORY · PREVIOUS MESSAGES
✳ Reply prepared YOUR TERMS · THE CUSTOMER’S CONTEXT
✓ Reply ready to approve YOU REVIEW BEFORE SENDING
YOU DO TODAY Find the customer → Check the details → Write a reply → Review and send
▤ Invoice arrives INVOICE #083 · €240
⌕ Details extracted SUPPLIER · AMOUNT · ORDER REFERENCE
✳ Compared with the order SAME SUPPLIER? SAME TOTAL?
✓ Record updated READY FOR YOUR NEXT STEP
! Sent for review YOU CHECK THE DISCREPANCY
YOU DO TODAY Open the invoice → Copy the details → Find the order → Compare and update
▤ Meeting notes added YOUR NOTES OR TRANSCRIPT
⌕ Actions picked out DECISIONS · OWNERS · DUE DATES
✳ Tasks created IN YOUR CONNECTED TASK TOOL
✓ Team notified ASSIGNED WORK · CLEAR NEXT STEPS
YOU DO TODAY Re-read the notes → Pull out actions → Create the tasks → Notify each owner
◷ Weekly report is due EVERY MONDAY, 9:00
⌕ Numbers brought together SALES · COSTS · OPEN TASKS
✳ Changes highlighted THIS WEEK VS. LAST WEEK
▤ Your update is ready SUMMARY · KEY NUMBERS · SOURCE LINKS
YOU DO TODAY Open your tools → Copy the numbers → Compare changes → Write the update
↙ Something happens EMAIL · FILE · FORM · SCHEDULE
✳ Your steps run FIND · PREPARE · UPDATE · SEND
◇ Your rules decide CONDITIONS AND CHECKS YOU CHOOSE
✓ Work moves forward RECORD UPDATED · TASK COMPLETED
! Your approval REVIEW BEFORE IT CONTINUES
YOU DO TODAY Watch for updates → Move information → Check and decide → Take the next step
SCROLL TO SEE WHAT YOU GET ↓
01 CRM · Customer support Example: “Check incoming emails for customer requests, prepare replies using the order details, and ask me before sending.” ↗ 02 ERP · Finance & invoices I want to manage invoices, orders, and payment checks. ↗ 03 ERP · Projects & tasks I want to manage tasks, owners, and meeting follow-ups. ↗ 04 ERP · Reporting I want to track my business and see what changed. ↗ 05 Custom CRM / ERP I want software built around the way my business works. ↗
Your own app. Your first interface. Generated with the flow.
CRM · CUSTOMER SUPPORT “Check incoming emails for customer requests, prepare replies using the order details, and ask me before sending.”
THE PROMPT BEHIND THIS APP Manage customer requests, review prepared replies and choose what happens next—all in your own app.
This example starts with customer emails. Yours starts with the process you need help with.
Replay customisation ↺
How did this Initial prompt. Describe what you want to automate.
CRM · CUSTOMER SUPPORT Your request.
THE FLOW BEHIND YOUR APP AItomation maps your process, writes the code and prepares the AI steps.
Describe the whole process, or build it step by step with guidance. Keep approvals wherever you need them.
Replay animation ↺
Already set up. Every step is prepared. Make it work your way.
CRM · CUSTOMER SUPPORT Your instructions.
FINE-TUNE ANY STEP Change what a step does, add your company policy or ask AItomation to refine it for you.
“Keep the reply short. Ask me before sending.” Adjust one step in plain language while the rest of your flow stays ready.
Replay animation ↺
One useful app. Your original flow. Keep building on what works.
CRM · CUSTOMER SUPPORT From one process.
GROW YOUR OWN CRM OR ERP Connect customer requests to orders, stock and follow-ups. Shared records keep your processes working together.
Start with one useful process. Grow it into a full ERP or CRM app, built around your business.
Replay animation ↺ Open your business app ↗
WHY THIS IS POSSIBLE NOW.
You know the work.AI changes how you build it.
The example you’ve just seen brings two changes together: AI helps build the software, and it can do more of the work inside it. AItomation puts both around the way your business works.
TRADITIONAL SETUP 01
Turn the job into a project. Custom software often means briefing a developer or configuring workflows yourself: fields, connections, rules and screens. Even a familiar job can take technical work to set up.
WHAT AI CHANGES 02
Go beyond fixed rules. AI can help write the software, read an enquiry, extract details from a document and draft a reply. More of the work around your records becomes possible to automate.
Read requests Extract details Draft replies
WITH AITOMATION 03
Make it work your way. Describe the job. AItomation prepares the app and connected steps, guides you through setup and lets you refine them in plain language. Review the result and decide where it should ask for approval.
Describe → Review → Refine
Imagine what this could do in your company ↓
IMAGINE IT IN YOUR COMPANY.
If you can describe it,you can AI tomate it. Start with a familiar job. Tell AItomation what starts it, what information it needs and what should happen next.
SALES & FOLLOW-UPS “Turn new enquiries into draft quotes. Remind the salesperson when it’s time to follow up.” ORDERS & STOCK “Check each order against stock. Prepare a purchase order for shortages and ask me to approve.” INVOICES & PAYMENTS “Match incoming payments to invoices. Draft reminders for overdue balances.” DELIVERIES & SUPPLIERS “Compare deliveries with what we ordered. Flag missing items and draft a message to the supplier.” CUSTOMER ONBOARDING “When a customer signs, collect their details, create the setup tasks and show us what’s still missing.” REPORTING & OVERSIGHT “Each Monday, show me late orders, unpaid invoices and deals waiting for a follow-up.”
Have a first job in mind? Get beta updates ↓
Example requests. Available connections and data determine what can run; you choose where approval is needed.
CUSTOM APPS + AUTOMATIONGet beta updates 
