Doing it again shouldn’t mean starting over.

Every team repeats itself. Flows makes the repeat the easy part.

My tasks
9 open tasks
···
Not started3
Approve the plan
Onboarding · NorthwindSep 17
Book travel for offsite
PersonalSep 26
Approve the invoice
Invoicing · RidgelineSep 17
In progress3
Write the summary
Monthly Report · Acme CoSep 16
Write the team update
PersonalSep 16
Build the deck
Quarterly Review · LumenSep 18
Blocked1
Review the report
Monthly Report · NorthwindSep 15
Complete2
Kickoff call
Onboarding · HalcyonSep 10
Kickoff call
Onboarding · NorthwindSep 2

A factory for service work.

Write the process once. Every run follows it — same steps, same quality, nobody holding it in their head.

One process · the flow
Client Onboarding
6 steps · ~12 days · v3
▶ Run
Kickoff callAccount lead1 dayat kickoff
Collect brand assetsClient3 daysafter Kickoff call
Set up shared workspaceOps2 daysafter Collect brand assets
Draft the planStrategist3 daysafter Set up shared workspace
Approve the planClient2 daysafter Draft the plan
Handoff to deliveryAccount lead1 dayafter Approve the plan
5 runs · this month
Northwind · #northwind4 of 6
Bright & Co · #bright-and-co1 late
Halcyon · #halcyon1 of 3
Ridgeline · #ridgelineDone
Acme Co · #acme-co0 of 2
Inbox
Approve the planApproval · 2h
Assigned you Write the summaryAssigned to you · 4h
Review the report is overdueOverdue · 1d
Mateo asked about Build the deckQuestion · 1d
QA on mobile has been blocked 5 daysBlocked · 2d
1 of 8SnoozeDone
PNPriya asked you to approveApproval Onboarding · Northwind · #northwind · 2h ago
Approve the plan

Plan v2 attached. Two open questions on scope are flagged in the doc.

Northwind_Plan_v2.pdf
SR Sam Rivera · Due Sep 17
ApproveRequest changes
Only what needs you.
Approvals, questions, blockers. Everything else is FYI.
Launch · Lumen spring campaign
6 steps · 1 late · 1 blocked
Confirm launch date
Finalize creative
Build landing page
QA on mobile
Client sign-off
Go live
See what’s stuck.
Who’s next, what’s late, what’s waiting on what.
Onboarding · Northwind · Setup · step 5 of 6
Approve the plan

Plan v2 attached. Two open questions on scope in the doc.

Not startedSam RiveraClientSep 17after Draft the plan Attach
ACAva Chen Sep 15
Plan v2 is up. Scope questions are on page 3 — happy to walk through on the kickoff.
Sam changed due date to Sep 17 · 2h
Priya attached Northwind_Plan_v2.pdf · Sep 14
Flows created this from Client Onboarding v3 · Sep 2
Done from the message.
Approve, hand off, reply — the task is the thread.

Work shows up where work happens.

Your team never learns a new app. The step arrives in Slack; the button finishes it.

FlowsAPP9:41 AM
Approve the plan is ready for you.
Onboarding · Northwind · #northwind · due Sep 17
Priya: Plan v2 attached. Two open questions on scope are flagged in the doc.
ApproveRequest changesOpen run
NEXT

The factory is learning.

“Onboard a new client. Kickoff, assets, workspace, plan, approval, handoff.”
Kickoff callAccount lead · day 0
Collect brand assetsClient · +2d
Describe it. Get a flow.A first draft in seconds. You keep the pen.
Draft the planTakes 3d
Last 14 runs took 4.6 days. Update to 5d?Yes
Timing that learns.Estimates tighten with every run.
Steps that run themselves
Brief DrafterTurns the kickoff notes into a brief
Meeting SchedulerBooks the review with the client
Report BuilderAssembles the monthly report
Agents take a step.Assign a step to an agent like you’d assign a person.

Do it once. Then let it run.

Add to Slack
Free for one team. No card.