Actionist·Flow

Flow

· #366 most-used

Task and project management that actually moves work forward

CommunicationProductivityProjectsSchedulingAutomation

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.

Try Flow with ActionistVisit Flow
Average time saved
11 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. 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.

Schedule

What your Flow agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Flow × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~39 hrsSaved / week
6Personas served
For customer success
Featured4 apps

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.

~23 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new support email arrives in Gmail
Trigger
Step 1
Gmail
New support email received
read
Step 2
Flow
Get all open tasks for the customer account
write
Step 3
Flow
Create a new support task in Customer Issues project
write
Step 4
Slack
Notify on-call rep with task link and customer context
write
Step 5
Google Calendar
Book 24-hour follow-up reminder for the assignee
Result
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
The win
Saved per run
45 min
Runs / week
~30×
Every ticket gets a task and a follow-up before the rep even sees it
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    19 min / week
    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.

    Sales Agent
    0 min
    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 min / week
    Campaign task creation

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

    Marketing Agent
    0 min
    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 min / week
    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.

    Customer Support Agent
    0 min
    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 min / week
    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.

    Human Resources Agent
    0 min
    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 min / week
    Milestone task entry

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

    Finance Agent
    0 min
    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 min / week
    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.

    Operations Agent
    0 min
    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 min / week
    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.

    Legal Agent
    0 min
    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.

+ 100s of other Flow automations
Average monthly
11 hrs / person / month
Average monthly
11 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 person
Hourly rate
$20 / hr
Hours saved / week
28
Hours saved / year
1,400
Annual ROI
$28,000

Based on Flow's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.8 hrs / person / week of admin work automated.

Connect

How to plug Flow into Actionist

Pick the connection method that suits your environment.

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.

Actions

15 action your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Flow

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.
MCP servers

MCP servers that work with Flow

Connect Actionist to MCP servers built for or around this app.

draw-flow-mcp-server
Official

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

horustechltd/horus-flow-mcp
Official

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.

FAQs

Questions about 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.