Trigger-Based Automation

Define rules that move work automatically

Flowtask lets you create triggers that update tasks, assign owners, change status, or notify teammates — so work progresses without manual intervention.

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“Instead of ticking a bunch of filters, I can say exactly what I’m looking for and come across leads and insights I might have missed before.”

Rebecca Murphey
Rebecca Murphey
Field CTO

Automation rules

Turn events into automatic actions

Trigger actions from real events

Start automations when something happens a new email arrives, a task changes status, a comment is added, or a deadline approaches.

Automatically update tasks

Rules can assign owners, change priority, update task stages, or notify teammates so work always moves to the next step without manual triage.

Chain steps into workflows

Combine triggers and actions to create automated workflows that guide tasks through your process from start to completion.

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Flowtask’s AI takes a ton of the heavy lifting out of prospecting. It automatically surfaces new leads and continuously re-enriches the data.”

Colton Frankeny
Colton Frankeny
Senior Manager

Email work, automatically organized

P 100 A
less manual email triage
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from email to task
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conversation context captured
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nothing lost in inbox threads
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email becomes team execution

Start you r super tasks jo urney

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One inbox signal all the rig ht targets

Smart routing

Tasks go to the right teammate automatically

Flowtask analyzes context, expertise, and past ownership to route work to the most appropriate person.

Full context

Owners get everything they need

Tasks arrive with conversation history, attachments, and key details so teammates can act immediately.

Instant ownership

No more “who owns this?”

The moment work appears, Flowtask assigns it to the right owner so tasks never sit unassigned.

Balanced workloads

Work is distributed intelligently

Flowtask considers team workload signals to help keep assignments balanced and work moving smoothly.

"Flowtask provides us a good quality list of leads in the Searcher, and also good insights from Flowtask AI.”

Aline Louzada
Aline Louzada
Growth

Frequently asked questions

Trigger-Based Automation lets you create rules that automatically perform actions when specific events happen in your workspace.

Triggers can include new emails, task creation, status changes, comments, deadlines, or other workflow events.

Flowtask can assign owners, update task status, change priority, add comments, notify teammates, or move tasks to another stage.

Yes. A single trigger can initiate multiple actions so tasks move through your workflow automatically.

No. Trigger-Based Automation is configured through a simple rule builder so teams can create workflows without writing code.