Everything Floral does, in one place
Floral is an AI back office for businesses built on relationships. The features below are what the assistants and your team work with: capturing meetings, preparing and following up, keeping records current and staying in control of your data.
Three kinds of work Floral helps with
Around every customer meeting
In the order a meeting moves through Floral: capture it, structure it, use it, act on it, and see the whole picture.
Capture every meeting - in the room or online
The native iPhone, iPad and Android app records in-room meetings - tap record, walk out with a structured summary. The labelled bot joins Zoom, Teams and Google Meet. And the calendar integration spots external meetings, so capture and prep happen without anyone remembering to ask.
AI meeting summaries - living knowledge in your CRM
Floral turns every meeting into a structured summary - discussion, decisions, to-dos - with speaker differentiation and a human approval step. One approval, and the company, deal, contacts and full note land in the CRM you already use. Zero copy-paste.
AI meeting briefings - context before you walk in
Before every external meeting, Floral builds a brief from company registry and financial data, five years of key figures, recent news, and your team’s own history with the company - including a SWOT analysis and concrete talking points. No more 30-minute pre-meeting LinkedIn deep-dives.
The assistants - ask, analyse, act
Chat across everything your company knows: meetings, sources, contacts, deals and tasks. The assistant finds, analyses, and gets the work done - with your permissions, approval before every write, and open MCP access so it works with any AI model, never locked to one vendor.
Workspace insights - the whole picture for leadership
Meeting volume, time allocation, briefing usage and summary throughput - by person and by month. See how meetings turn into outcomes, see which themes recur across approved summaries, and coach on the leading indicators instead of last quarter’s numbers.
Every feature, in detail
Native iPhone, iPad and Android app for in-room meetings. Pause/resume, crash recovery and EU-hosted upload - foreground-only by design, so Floral never listens when you’re not in control.
Joins Zoom, Microsoft Teams and Google Meet as a clearly labelled participant and produces the same structured summary as in-room meetings. No browser extensions, no screen sharing.
Google Calendar and Outlook sync spots external meetings and queues briefings and the recorder automatically. Email-forward fallback when a full OAuth connection isn’t an option.
Upload PDF, DOCX and XLSX files, add a web page or crawl a whole website, or paste text. Everything becomes searchable knowledge that briefings and the assistant draw on.
Structured summaries - discussion, decisions, to-dos - with speaker differentiation, a three-step human approval flow and one-click PDF export.
One approval pushes the company, deal, contacts and full note into the CRM you already use - with a deep link back to Floral on every record.
Living knowledge base
Every conversation and source lands in one searchable base that stays current after every meeting - the memory of the whole company, available to everyone.
Word-for-word transcripts with speaker labels - and workspace-level retention controls for teams that only want the approved summaries kept.
Company registry and financial data, five years of key figures, recent news, a SWOT analysis and concrete talking points - delivered before every external meeting on the calendar.
Teach Floral your vocabulary, your target customers and your tone - per workspace and per person. Org-level logo and colours on PDF exports and customer-facing surfaces.
Flora, Poppy and Penny help with customer work, marketing and accounting. They work with the permissions of the person using them and ask before every change.
Work prepared on a schedule or when a summary is approved. What a routine proposes still waits for approval.
Gmail, Google Calendar, Notion, Search Console, Billy, e-conomic and more, so the assistants work where the work lives.
Flora, Poppy and Penny as their own apps in Slack and Microsoft Teams, with approval in the chat.
Skills and logs
Give an assistant your own instructions as a skill, also from a Notion page, and see a log of what each assistant did.
After each approved summary, Floral proposes up to three follow-ups - a task, a record update or a deal stage - with the exact passage behind them. You approve, edit or dismiss - nothing writes itself.
A public REST API with scoped tokens and an OpenAPI spec, plus an MCP server with 58 tools so Claude, ChatGPT and other AI clients reach the same knowledge. Never locked to one vendor’s model.
Meeting volume, time allocation, briefing usage and summary throughput - by person, by month - so leadership sees how meetings turn into outcomes.
Show every teammate only the surfaces their role uses - and the assistant inherits exactly the same limits. Server-enforced, not just hidden UI.
Notifications & the small stuff
Email notifications for new briefings and summaries, one-click PDF export, command-palette search, workspace switcher and a public help centre.
Data stored and processed in the EU, AI models on an EU endpoint with provider storage disabled, never used for training. Internal-meeting switch, retention controls and export at any time.
Danish-first, GDPR-compliant
CVR auto-lookup, native Danish UI and support - English for international teams - with GDPR-compliant EU data residency.
A ranked list of what needs a decision, then today’s meetings and the next 14 days.
Choose the sections Floral writes, add your own, and switch on automatic briefings every morning.
Filter companies and people, save the list for yourself or the workspace, and export it to CSV.
Registration form with waitlist, participant list, attendance and follow-up tasks. For selected organisations.
Test a market idea against your own meetings and find Danish companies that fit. Being rolled out.
Organisation and workspaces
Several workspaces under one organisation, with shared context, branding, tags and access templates. Danish or English per person.
Templates for sales, projects, sparring, funding and membership, each with a report.
Drag-and-drop kanban or table view. Four value modes per pipeline.
Weighted forecast strip, multi-owner deals, primary + extra contacts.
Multi-owner, multi-relation, deadlines, bulk actions, soft-delete + restore.
CVR auto-lookup, lifecycle stages, multiple addresses, related deals.
Embeddable forms that auto-create contact + company + task + deal.
Auto-sync to the CRM you already use on summary approval.
Eight field types across six entity types. Archive instead of delete.
Many owners on everything. Tasks and deals link to many entities at once.
HubSpot, Pipedrive, Salesforce CSV with column mapping and CVR seeding.
Unified feed across meetings, briefings, summaries, deals, and tasks.
Rich-text notes polymorphic across companies, people, and deals.
Curated category vocabulary plus free-form tags. Filterable everywhere.
Floating action bar on every list. Replace or Add toggle.
Bring it all together - or keep the CRM you have
Floral drives your CRM either way. Keep your own and let Floral feed it, or add Work, Floral’s optional CRM for pipelines, deals, tasks, contacts, lead forms, and custom fields built right in. Every meeting summary you approve flows into the right deal automatically - no manual data entry, no copy-paste.
Frequently asked
Floral gives your team AI assistants that work with your customer conversations, business information and connected tools. They brief you before meetings, structure summaries afterwards, draft follow-ups, help with marketing and handle accounting jobs in Billy or e-conomic. Every change waits for your approval.
No. Meeting briefings, the recorder app, AI summaries, calendar sync, insights, and workspace AI context are all included in the core plan. Work, Floral’s CRM is for teams that also want pipelines, deals, tasks, and contact management inside Floral itself.
No. Floral works with the CRM you have and does not replace it. Structured meeting data syncs into the CRM you already use on summary approval, so you keep your current system and still get the meeting → deal automation. Teams that want to consolidate can use Work, Floral’s CRM as their primary system.
Most teams record their first meeting in the same session they sign up. Connect a calendar, install the mobile app or the Recall.ai bot, and you have AI summaries flowing within minutes.
Yes. CVR auto-lookup, Danish sales terminology, GDPR-compliant data residency, and native Danish support are first-class. Floral also works in English for international teams.
Try Floral in your workspace
Free for 30 days, no credit card. Connect your calendar and Floral joins your next meeting - or let's meet for 30 minutes first.