Automations
What does AgencyFlo's automations do?
Why your agency needs automations. End-to-end agency workflows that run themselves.
Workflows that run on your real data
Proposal-to-project, time-to-invoice, late-payment chasing, scope-creep alerts: every automation in the library runs on the live agency graph, not a brittle Zapier chain that breaks the moment a field name changes.
Set up in minutes, not in sprints
Pick an automation, point it at the project or client it should run on, and switch it on. No glue code, no integration platform, no separate seat to pay for the orchestration tool.
End-to-end, not point-to-point
Because every step lives inside the same operating system, an automation can move all the way from a signed proposal to a created project to a kickoff email to the first time entry, in one flow, without a single hand-off between apps.
Why Zapier glue keeps breaking
Stitching separate tools together means brittle integration logic that snaps when a field name changes or an API shifts. Someone owns that glue. Fixing it is a recurring tax. Automations in AgencyFlo run inside one system on the same data the team already uses, so there's nothing to stitch and nothing to snap. No integration seat to pay for. No glue to maintain.
The agency workflows, pre-built
AgencyFlo ships the automations agencies actually run: proposal-to-project conversion, time-to-invoice drafting, late-payment chasing, scope-creep alerts and retainer billing. There's no flow-builder canvas to wire up or trigger logic to debug. The owner picks one, points it at the projects it should cover, then turns it on. The common busywork runs itself from day one.
Yours to tune, not to build
Each automation has settings the owner adjusts to the studio's process: which projects, what schedule, which template, what threshold. The late-payment chase can use the studio's tone, fire at seven, fourteen or thirty days and skip clients on a special arrangement. The logic belongs to the platform. The parameters belong to the studio.
Frequently asked questions
What automations does AgencyFlo include?+
AgencyFlo includes a library of agency-specific automations: proposal-to-project conversion, time-to-invoice drafting, late-payment chasing, scope-creep alerts, retainer billing schedules and kickoff email sequences. Each one runs on the live agency graph (projects, time, invoices, clients) inside the platform, with no Zapier glue to maintain between separate tools.
Do I need to build automations from scratch?+
No. AgencyFlo ships with the automations agencies actually run, pre-built and ready to switch on. The owner picks an automation (say, "draft invoice from logged time at month-end"), points it at the projects it should run on, and turns it on. There's no flow-builder canvas to wire up or trigger logic to debug.
How is this different from Zapier or Make?+
Zapier and Make stitch separate tools together with brittle integration logic that breaks when a field name changes. AgencyFlo automations run inside one operating system on the same data the team is already working in, so there's nothing to stitch and nothing to break. No integration platform seat to pay for, no glue to maintain, no separate vendor.
Can I customise the automations to my studio's process?+
Yes. Each automation in AgencyFlo has settings (which projects, what schedule, which template, what threshold) that the owner adjusts to the studio's process. The late-payment chase, for example, can use the studio's tone, fire at 7, 14 or 30 days, and skip clients on a special arrangement. The logic is the platform's; the parameters are the studio's.
Does an automation handle proposal-to-project conversion?+
Yes. When a client accepts a proposal in AgencyFlo, the proposal-to-project automation creates the live project with the scope, team, rates and timeline already wired up, sends the kickoff email and books the first internal meeting. The sales-to-delivery handoff that usually takes a day of admin happens in seconds, with no data re-entered between systems.
Operate and grow your agency, the right way.
The only tool your agency needs to run faster with less and make more money.