How we help · Your own automations
Your recurring jobs, prepared for you
AI automation for your recurring jobs: describe any task in plain language and let an assistant prepare it on time.
Works with the tools you already use
Notion
Google Sheets
Linear
Gmail
Google Calendar
Slack
Microsoft Teams
ChatGPT
Claude
Copilot
Say what you want, and when
Give the routine a name and describe the result in a sentence or two. Choose a time, or let it start when a meeting summary is ready or approved.
Or start from a recipe
Ready-made setups for meeting prep, customer follow-up, CRM upkeep, feedback and more. Switch one on, connect the tool it needs and adjust it.
Approve what it proposes
The result arrives as a conversation in Floral. Anything that would change a task, a record or a page waits for your yes.
Your own automations
What teams set up first
Each one is a sentence or two of instruction and a time.
Every weekday at 7
- Floral prepares
- A briefing for each external meeting that day.
- Your part
- Read it before you walk in.
Every weekday afternoon
- Floral prepares
- The meetings that still have no follow-up, with the agreed next step.
- Your part
- Send the follow-ups yourself.
Every Monday morning
- Floral prepares
- A list of deals gone quiet and records without an owner.
- Your part
- Decide which to chase and which to close.
Every Monday at 10
- Floral prepares
- Last week’s customer quotes grouped into themes, with a note on which need permission.
- Your part
- Pick the theme to write about.
Every Monday
- Floral prepares
- A status note per client, drafted on a Notion page.
- Your part
- Approve the page before it is saved.
When you approve a meeting
- Floral prepares
- A proposal to log the meeting and move the deal to the next stage.
- Your part
- Approve, edit or dismiss it.
Good to know
Where a routine stops
A routine prepares the work. It does not decide anything for you.
Prepares, never decides
It runs on its own, but every change it proposes waits for approval. Nothing is sent.
Only you, or everyone
A routine can be yours alone or shared with the workspace. A shared one only uses approved summaries and team accounts.
Results land in Floral
Each run becomes a conversation you can read and continue from.
Flora and Poppy run routines
Penny, the accounting assistant, works when you ask her and does not run on a schedule.
Two ways to start
Start with the job you repeat every week
Try it yourself
Sign up, connect your calendar and start with your next customer meeting.
Let's meet
Bring a job your team needs help with. We show you how Floral works with the information and tools it needs.