ExploreAutomations
Automations
Let BuildFlo handle enquiry triage and follow-ups in the background - so the practice spends time on design and decisions, not inbox babysitting.
What it is
Work in the background.
Automations connect BuildFlo to the workflows your consultancy already runs. Start with enquiry pipeline sorting and approvals, then expand into follow-ups and status syncs - always with a human checkpoint where it matters.
Product
What it does
- Sort incoming enquiries
Connect email from your BuildFlo account so new enquiries can be triaged and surfaced for approval instead of drowning in a shared inbox.
- Keep follow-ups moving
Track outstanding proposals and nudges so commercial follow-up is systematic - not dependent on someone remembering to chase.
- Surface only what needs you
Background workflows run quietly and escalate the exceptions. You approve leads and act on blockers rather than processing every message by hand.
Demo
Move an enquiry through.
Click cards to triage, flag, and approve - the human checkpoint stays with you.
Enquiry pipeline
Try a triage pass
Click an enquiry to move it through the workflow - BuildFlo sorts; you approve.
- Empty
- Empty
- Inbox sort
- Enquiry triage
- Follow-ups
Benefits
Why practices use it
Built for how UK MEP consultancies actually win and deliver work.
Admin without the babysitting
Routine sorting and reminders stop owning the day. Engineers and PMs stay on delivery and bids that need judgement.
Faster response on live leads
Enquiries surface quickly for review, so hot opportunities are less likely to sit unread until Friday.
Connected to fee and project tools
Automations sit beside fee proposals and project delivery - not as a disconnected Zap that nobody maintains.
Account-gated by design
Automations require a BuildFlo account so organisation access, integrations, and approvals stay controlled.
FAQ
Questions, answered.
- Do I need a BuildFlo account for automations?
- Yes. Automations run inside your BuildFlo account so integrations, approvals, and team access stay under your organisation.
- What is available today vs coming soon?
- Enquiry pipeline sorting with human approval is the starting point. Sort-your-inbox email sorting (keyword rules by role), quote follow-ups, and broader status syncs expand from there - see the automations overview for the current list.
- Will automations send emails without review?
- Sensitive commercial actions are designed around approval checkpoints. BuildFlo is built to reduce babysitting, not to remove human control where it matters.
Let the admin run itself.
Free in early access. Create an account, or open Automations if you already have access.