Read the customer detailsRead onlyWhat ActaFlow checks
AI cannot add operations or accounts to this step’s permissions.
What work shall we start with?
Tell us how you work. We’ll build the workflow.
Show how you work,
ActaFlow runs it.
AI workflows and teamwork, without code. Describe the outcome: AI proposes a plan, guides contributions and helps independent parts move forward in parallel.
Describe the work and review the workflow. Configure the steps that need approval.
Connects to the tools you use.
Over 1,500 services in the catalog.
Gmail, Google Calendar, Google Drive, Slack, Google Sheets, Stripe, Google Docs, Google Meet, Trello, Jira, Zoho, Confluence, Google Slides, Outlook, Salesforce, Notion, HubSpot, GitHub, Asana, Dropbox, Linear, Airtable, Figma, ClickUp, Discord, Zoom, Todoist, Miro, Telegram, Zendesk
Connect your accounts and choose what AI can do.
Each service offers its own set of actions.
From the first message to the finished work.
Describe the process, connect tools and documents, and prepare an AI workflow without code. Review the steps, choose where approval is needed and follow execution through to the result.
Start in your own words.
Write or dictate the work to be done. AI prepares the workflow and asks for missing details.
- Speak or type
- Attach an example
- Clarify the rules in chat
Connect the tools you already use.
Connect the email, CRM and services needed for the process, using the required access.
- Your email inboxes
- The services you already use
- Guided connections
Give it the context to do the job well.
Add documents and connect the sources you need. The workflow uses the information it can access.
- Documents and price lists
- Connected sources
- The right context, when it matters
See the workflow. Stay in control.
Review the steps and request changes. At the steps configured for review, the workflow waits for your approval.
- Follow every step
- Request a change
- Choose approval steps
From a request to a quote. See it take shape.
Read the customer detailsRead onlyYour method, even when the work repeats.
Find recurring tasks, use your sources and review the decisions that matter.
Work with your team.
AI coordinates the contributions.
Describe the outcome. AI proposes a shared plan with steps and owners. You review it, work on your contributions and share the result with whoever needs to continue.
Anna assigns a task. Marco prepares the workflow. The result returns to Anna.
Loading the example…The example did not load. You can read about working with your team below.
A shared plan
AI helps each person understand where to start. Independent parts can move forward in parallel, respecting the required results, permissions and pending decisions.
How the work is divided
To prepare a quote, Anna can check the customer’s details while Marco prepares the workflow and Giulia drafts the proposal structure. The verified data then completes the final details.
Review the plan and request changes when needed. Sending messages and other actions follow the configured access and approvals.
Access by choice
Each person connects their own accounts. Choose which resources to share and with whom, keeping access to data and actions separate.
What you share with the team
Sharing a workflow or a result does not automatically open all your resources or the source conversation. Each resource follows its own access rules.
Explore permissionsContext stays with the work
Follow the tasks you have received and assigned. Messages, contributions and results help colleagues continue from the right point.
How the work continues
Ask for a contribution in the task’s context, reviewing the recipient, message and destination before sending. You can also involve colleagues in the workflow and Marketing editors.
When a phase result is approved and shared, AI analyzes it in the conversations of colleagues who depend on that phase and prepares the context to continue.
One ActaFlow. More room for your work.
Extend your workflows to marketing or bring them into your infrastructure.
Marketing
From the first contact to the next step.
Lead research, content and follow-ups in the same flow as your workflows. Connect the tools you use and review actions before starting them.
Explore MarketingActaFlow Private
Your work, in your environment.
Bring your AI, data or the entire platform into your environment. Architecture, deployment and support are agreed together for your project.
Explore EnterpriseFrequently asked questions.
AI workflows, collaboration with colleagues, access and plans: what to know before getting started.
What is ActaFlow?
ActaFlow is an AI workspace for businesses and teams. It brings together conversations, documents, connected tools and workflows. You can describe a process and review its steps before using it in your work.
Do I need a technical specialist to get started?
You can describe the process in chat and review its steps without writing code. You need to connect the required services and check the result; specific configurations may require further setup.
Can I choose which actions need approval?
Yes. You can configure automatic steps and steps that wait for approval. Preparing or reviewing a result does not authorize sending a message or changing data in a connected service.
How does AI help coordinate parallel work?
ActaFlow proposes a shared plan with steps, owners and expected results. After confirmation, AI guides contributions and helps prepare independent parts while colleagues work on theirs. Required results, permissions and approvals still need to be in place.
Does sharing a result also open my chat?
Sharing a result does not automatically open the source conversation. Results published in the shared context and conversations that are already shared follow their respective access rules. Connected accounts retain separate permissions.
How is data protected?
We use HTTPS, cloud-service encryption and access controls. Details about providers and data protection are available in the privacy policy.
Your first workflow starts with what you do every day.
Describe a process, prepare your first workflow and review the steps with your colleagues.