Busywork, automated

FinFlow turns the repetitive, multi-step jobs that eat your day into automations that run themselves — and can pull in any agent along the way.

FinFlow — AI Workflows

New lead → intro

Live
Trigger: new lead
FinLead adds a match
Research company
Information Bank
Draft + send intro
FinMail
Log to CRM
Update the deal

FinFlow — inside the platform

What is FinFlow?

Automate the busywork itself

FinFlow is the automation layer. The chains of little steps that normally need a person — “when this happens, do that, then update this, then email them” — become workflows that just run.

Because FinFlow lives inside FinCraftly, a workflow step can call any agent: enrich a lead with FinLead, send with FinMail, research with the Information Bank. It is the connective tissue of the workforce.

In the app: AI Workflows
What it does

Built to do the work

Multi-step automations

Chain the little steps into one flow that runs on its own.

Trigger on anything

Kick off on an event, a schedule, or an agent’s output.

Calls any agent

A step can hand work to FinLead, FinMail, or a custom agent.

Runs unattended

Set it once and it keeps working without you in the loop.

How it works

Three steps, start to finish

Step 1

Pick the trigger

Choose the event, schedule, or signal that starts the flow.

Step 2

Chain the steps

Add steps — including agent calls — in the order they should run.

Step 3

Let it run

FinFlow executes the flow every time the trigger fires.

Put FinFlow to work

Start free and let your AI workforce run finflow for you — or see the whole platform in a live demo.