Actionist·Flow

Flow

· پراستفاده‌ترین #366

Task and project management that actually moves work forward

ارتباطاتبهره‌وریProjectsSchedulingاتوماسیون

Flow is a collaborative task and project management platform built for teams that need to see work, own it, and ship it — without losing context across email, chat, and spreadsheets. Connect Flow to Actionist and your agents can create tasks the moment triggers fire in other tools, update statuses as work progresses, fetch project snapshots for daily briefs, and assign work to the right person based on live workload data. The result: your team's board stays current without anyone manually touching it.

استفاده از Flow با Actionistبازدید از Flow
میانگین زمان صرفه‌جویی‌شده
11 ساعت
برای هر نفر · در هر ماه
تقریبا 1 روز کاری برگشتی

کار دستی را حذف می‌کند. Automating task creation, assignment, and status updates eliminates the manual triage and copy-paste work that consumes 3+ hours per week for active project teams.

زمان‌بندی

عامل Flow شما چه چیزهایی را خودکار اجرا می‌کند

یک هفته کارهای زمان‌بندی‌شده که عامل Actionist از طرف شما اجرا می‌کند.

28کارهای زمان‌بندی‌شده
7عامل‌های فعال
24/7همیشه روشن
عامل‌ها
چهارشنبه–جمعه
چهارشنبه
پنجشنبه
جمعه
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
گردش‌کارهای چنداپلیکیشنی

Flow × همه اپلیکیشن‌های دیگر شما

اتوماسیون‌های سرتاسری که چند اپلیکیشن را به هم وصل می‌کنند؛ هرکدام یک خروجی واقعی کسب‌وکار.

6گردش‌کارها
9اپلیکیشن‌های درگیر
حدود 39 ساعتصرفه‌جویی در هفته
6نقش‌های پوشش‌داده‌شده
برای موفقیت مشتری
ویژه4 اپلیکیشن

Support ticket to closed in 60 seconds

When a customer emails a complaint, your agent pulls all open Flow tasks for that account, creates a new task in the Customer Issues project, and pings the on-call rep in Slack — all within a minute of the message landing. A Google Calendar reminder is booked for the 24-hour follow-up so nothing falls through. Customers get a response faster; reps spend zero time doing triage manually.

حدود 23 ساعت

زمانی که تیم شما هر هفته و به‌صورت خودکار پس می‌گیرد

جریان کار
تریگر·When a new support email arrives in Gmail
تریگر
مرحله 1
Gmail
New support email received
خواندن
مرحله 2
Flow
Get all open tasks for the customer account
نوشتن
مرحله 3
Flow
Create a new support task in Customer Issues project
نوشتن
مرحله 4
Slack
Notify on-call rep with task link and customer context
نوشتن
مرحله 5
Google Calendar
Book 24-hour follow-up reminder for the assignee
نتیجه
Create a new support task in Customer Issues projectNotify on-call rep with task link and customer contextBook 24-hour follow-up reminder for the assignee
برد اصلی
صرفه‌جویی در هر اجرا
45 دقیقه
اجرا در هفته
~30×
Every ticket gets a task and a follow-up before the rep even sees it
اجرا توسطCustomer Support Agent
بازگشت سرمایه

صرفه‌جویی

چیزی که تیم شما پس می‌گیرد: کارهای دستی‌ای که حذف می‌شوند و ارزشی که ایجاد می‌شود.

بدون Actionist

کاری که امروز دستی انجام می‌دهید

با Actionist

کاری که عامل شما برایتان اجرا می‌کند

  • Sales
    19 دقیقه در هفته
    Manual deal task setup

    After closing a deal, reps spend 19 minutes creating onboarding tasks in Flow, assigning them, and setting due dates — one by one.

    عامل Sales
    ۰ دقیقه
    Agent fans out tasks on close

    When a deal closes, the agent creates the full onboarding task set in Flow and assigns each item to the right person in under 30 seconds.

  • Marketing
    14 دقیقه در هفته
    Campaign task creation

    Marketers manually create Flow tasks for each campaign launch — copy, design, social, email — then chase down assignees to accept them.

    عامل Marketing
    ۰ دقیقه
    Agent builds the task board

    When a campaign goes Active, the agent creates all campaign tasks in Flow with assignees and due dates before the kickoff call starts.

  • Customer Support
    19 دقیقه در هفته
    Ticket-to-task triage

    Support reps read incoming emails, decide if a task is needed, open Flow, fill in the form, and paste context — 19 minutes of friction per shift.

    عامل Customer Support
    ۰ دقیقه
    Agent creates and routes instantly

    When a support email lands, the agent creates the Flow task, assigns it to the on-call rep, and posts the link in Slack — under a minute.

  • Human Resources
    8 دقیقه در هفته
    Onboarding task checklist

    HR manually copies the onboarding checklist into Flow for each new hire, assigns IT and benefits subtasks, and sets due dates — 8 minutes per hire.

    عامل Human Resources
    ۰ دقیقه
    Agent generates the checklist

    When a new hire record is created, the agent builds the full onboarding task tree in Flow with subtasks, assignees, and staggered due dates.

  • Finance
    14 دقیقه در هفته
    Milestone task entry

    Finance manually creates Flow tasks for each budget milestone, cross-references the deal record, and notifies engineering — 14 minutes per milestone.

    عامل Finance
    ۰ دقیقه
    Agent propagates milestones

    When a milestone is approved in Notion, the agent creates the delivery tasks in Flow and updates HubSpot and GitHub simultaneously.

  • Operations
    30 دقیقه در هفته
    Weekly ops review prep

    Ops managers pull task statuses from Flow, copy overdue items into a doc, and format the review page every Monday — 30 minutes every week.

    عامل Operations
    ۰ دقیقه
    Agent self-assembles the review

    The agent fetches all overdue Flow tasks, cross-references the ops sheet, and writes the review page in Notion before the meeting starts.

  • Legal
    6 دقیقه در هفته
    Compliance task tracking

    Legal manually creates Flow tasks for each compliance requirement, assigns them to the right team, and sets quarterly due dates — 6 minutes per item.

    عامل Legal
    ۰ دقیقه
    Agent runs the compliance cycle

    Each quarter the agent creates the compliance task set in Flow, assigns it to Legal, and sets all deadlines from the regulatory calendar.

+ صدها اتوماسیون دیگر Flow
میانگین ماهانه
11 ساعت / نفر / ماه
میانگین ماهانه
11 ساعت / نفر / ماه
محاسبه‌گر

محاسبه کنید تیم شما چه چیزی ذخیره می‌کند

اندازه تیم
10 نفر
نرخ ساعتی
20 دلار / ساعت
ساعت ذخیره‌شده / هفته
28
ساعت ذخیره‌شده / سال
1,400
بازگشت سالانه
$28,000

بر اساس الگوی رایج استفاده تیمی از Flow: کارهای قابل مشاهده به‌علاوه چند اتوماسیون دیگر که عامل اجرا می‌کند: حدود2.8 ساعت / نفر / هفته کار اداری خودکار می‌شود.

اتصال

چطور Flow را به Actionist وصل کنید

روش اتصالی را انتخاب کنید که با محیط کاری شما سازگار است.

The fastest path to Flow. Install the MCP server and your agent talks to Flow's full task and project API through a permissioned token — no credential rotation, no polling.

1
Open the Apps tab

Find Flow in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Flow

When prompted, enter your Flow Organisation ID and generate a Personal Access Token at developer.getflow.com — paste it into the MCP credential field.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

اکشن‌ها

15 اکشن که عامل شما می‌تواند اجرا کند

عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.

تریگرها

6 رویداد که عامل شما می‌تواند به آن واکنش نشان دهد

رویدادهایی که عامل شما زیر نظر می‌گیرد و در پاسخ به آن‌ها اکشن اجرا می‌کند.

مهارت‌ها

مهارت‌هایی که با Flow خوب کار می‌کنند

مهارت‌های قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.

هنوز مهارت جفت‌شده‌ای آماده نشده است. این اپلیکیشن را به عامل خود اضافه کنید تا گزینه‌های مناسب را کشف کنید.
سرورهای MCP

سرورهای MCP سازگار با Flow

Actionist را به سرورهای MCP ساخته‌شده برای این اپلیکیشن یا پیرامون آن وصل کنید.

draw-flow-mcp-server
رسمی

MCP server that generates Draw.io diagrams with AI and previews them in a live browser session.

horustechltd/horus-flow-mcp
رسمی

Delivers institutional-grade crypto and equity order-flow intelligence to AI trading agents.

kukapay/etf-flow-mcp

Provides real-time crypto ETF flow data to power AI agents' market-decision logic.

پرسش‌ها

پرسش‌ها درباره Flow + Actionist

How do I connect Flow to Actionist?
Open the Apps tab, find Flow, and click Connect. The recommended path is MCP — you will need your numeric Flow Organisation ID and a Personal Access Token generated at developer.getflow.com (Settings → API → Create Token). Paste both credentials into Actionist and click Test connection. The agent verifies with a read-only call and you are ready to use all 15 Flow actions.
What credentials does the Flow integration require?
Flow uses API key authentication: a numeric Organisation ID and a Personal Access Token scoped to your account. Both are found in Flow at Settings → API. The token does not expire automatically, but you can revoke it from the same page at any time. Actionist stores it encrypted at rest and never exposes it in logs.
Can I use Flow with other apps in the same workflow?
Yes — every Actionist workflow can chain Flow with any connected app. Common combinations: Gmail triggers a Flow task creation, Slack posts the task link, and Google Calendar books the follow-up. Or a HubSpot deal close fans out a full Flow task set while logging to Google Sheets. Any action in the 15-action catalogue can appear at any step in a multi-app workflow.
Which Flow objects can the agent read and write?
The agent can create, read, update, complete, and delete Tasks; create and list Projects; list Teams; add Comments to tasks; add Subtasks; set Due Dates; assign tasks to users; list task Attachments; and move tasks between lists. The 'New Flow event', 'Task created', 'Task assigned', 'Task completed', 'Task due date reached', and 'Comment added' triggers give you six reactive entry points.
How do I avoid duplicate tasks when my agent fires repeatedly?
Use the 'Get all the tasks' action before creating a new task and filter by title and project. If a match is found, call 'Update a task' instead of creating a fresh one. Alternatively, store the Flow task ID in a variable after creation and reference it in subsequent steps — Actionist's variable manager keeps it in scope for the full workflow run.
How do I prevent trigger loops when my agent updates tasks?
Two safeguards: first, tag every agent-created or agent-updated task with a metadata field (e.g. 'source: actionist') and add a condition step that skips processing if that field is already set. Second, use the specific triggers (Task created, Task completed) rather than the broad New Flow event trigger so the agent only reacts to human-initiated changes, not its own writes.
Does Actionist support Flow's team and project hierarchy?
Yes. The 'List teams' action returns all teams in your Flow organisation with member counts, and 'List projects' returns all projects with status and due date. When creating tasks the agent can target a specific project and list within it. You can use these reads to build dynamic routing — for example, listing teams to find the right one before assigning a task, rather than hardcoding an ID.
Can the agent react to comments left by my team in Flow?
Yes — the 'Comment added to task' trigger fires whenever anyone posts on a Flow task. Your agent can parse the comment body for keywords (e.g. 'urgent', 'decision:', '@mention') and act accordingly: escalate the task, log a decision to Notion, or DM the mentioned person in Slack. The trigger includes the comment text, the author, and the parent task ID.