Business automations. Less copying, clearer handoffs.
Connect the tools you already use so routine updates can move between them. Form2Flow builds automations around your process, from incoming forms to project handoffs and invoicing.
Agency invoicing example
A finished project starts the next step.
In the agency example, marking a project complete starts the invoicing workflow. The next step creates and sends an invoice; when payment is recorded, the bookkeeping step can match it to the right account.
These are separate events, not a promise that every completed project has already been paid. During scoping, we map the triggers, data, and approvals your workflow needs before connecting the tools.
Illustrative example, not a customer result.
Workflow #014 · Example run
Where automation can fit
Forms to records
Move incoming information into the spreadsheet or workflow where your team needs it.
Project handoffs
Use an agreed status change to start the next task rather than relying on someone to remember.
Invoicing and bookkeeping
Scope the steps between completed work, invoice creation, and recorded payment.
Reminders and follow-ups
Keep routine next steps moving while identifying where a person still needs to review or decide.
How we build it
- 01
Find the repeated handoff
We look at where information is copied, where updates get missed, and which tools are involved.
- 02
Scope triggers and actions
We agree what starts the workflow, what it should do, and where your team needs to stay involved.
- 03
Build, launch, and adjust
We connect the agreed steps, walk your team through the workflow, and adjust it around day-to-day use.
Before we start
Will our existing tools work together?
We review the tools and their available connections during scoping. We do not assume every tool can support every requested action.
Does everything need to be automated?
No. The aim is to remove repeated handoffs, not decisions that need your team's judgment. We agree which steps remain manual.
What does an automation project cost?
The quote depends on the tools, steps, and scope involved. Book a call with an example of the workflow you want to improve.
Which handoff keeps slowing you down?
Bring one repeated task and the tools involved. We'll discuss whether automation fits and what the next step would be.