Workflow + task automation
Build workflows. Run them with people and AI.
WorkFloat turns your processes into multi-step workflows where each step is handled by the right person or an AI agent — with a marketplace of ready-to-run templates and analytics you can just ask.
Free for up to 3 active members. No credit card to start.
Build AI agents into any step — no code
Designed for the processes teams actually run
- Candidate Screening
- Vendor Onboarding
- IT Access Request
- Performance Review
- Incident Response
What you get
Everything you need to run a process end to end
From the first form to the final approval — and the analytics in between.
Workflows your whole team can run
Design multi-step workflows in the Studio — each step is a form completed by the right person or an AI agent. Reorder steps, route work by role, and publish when it is ready to run.
AI agent steps, with humans in control
Hand a step to an AI agent: it reads prior-step data and attached documents, follows your plain-English instructions, and fills the next form. If it is not confident, the step waits for a person — data is never silently corrupted.
A marketplace of ready-to-run templates
Browse and install proven workflow libraries, or publish your own. Semantic AI search finds templates by what they do — describe the need and get matches even when the keywords differ.
Analytics you can simply ask
Track every instance and watch live dashboards — then ask in plain English: “Which step is slowest in Vendor Onboarding?” Answers come straight from your real data.
One spine, eight apps
One workflow + AI spine. Seven business apps run on it.
The Workflow engine is the product. CRM, Inventory, HR, Manufacturing, Knowledge, Accounting and Finance are full business apps we built on the same engine, the same on-prem AI, and the same audit trail — proof the spine is real.
Workflow
The original — the engine the others run onMulti-step workflows, human + AI steps, Studio designer, approvals, template marketplace.
On the spine
CRM
Leads, accounts, contacts, opportunities, quotes & orders — with pipeline reports, field-level security, and AI Ask for marketing & sales.
On the spine
Inventory
Items, multi-location stock, transfers, reorder points, valuation — plus AI Ask and AI goods-receipt from a delivery note.
On the spine
HR
Employees, leave, timesheets, compensation, goals & reviews — with PII tiers, approval workflows, and an AI workforce Ask.
On the spine
Manufacturing
Bills of materials, manufacturing orders that move real stock on completion, work orders that run on the workflow engine, costing & reports — plus AI Ask.
On the spine
Knowledge
A wiki / knowledge base — hierarchical articles with a rich-text editor, favourites, trash, per-article sharing, and AI-assisted drafting.
On the spine
Accounting
Double-entry books — chart of accounts, invoices & bills, receipts & payments, bank reconciliation, GST/TDS tax, fixed assets, and statements (P&L, Balance Sheet) — with an AI Ask over your ledger.
On the spine
Finance
FP&A on top of the ledger — budgets with approvals, rolling forecasts, what-if scenarios, cash-flow runway, KPIs and alerts. It reads Accounting’s actuals and never changes the books — plus an AI Ask.
How it works
Build → Run → Analyze
Three steps from idea to a process your whole team can run.
- 01
Build
Design a workflow in the Studio, or generate a first draft with AI from a one-sentence description. Add human and AI-agent steps, each with its own form.
- 02
Run
Start an instance. Each step routes to the right person or AI agent; approvers can approve, reject, or send work back for rework — with a comment attached.
- 03
Analyze
Follow every instance’s full history, watch dashboards, and ask plain-English questions about throughput and bottlenecks across teams.
And the essentials
Built for real teams and real governance
Approvals, roles, audit, and integrations come standard — so a workflow you trust in a demo is a workflow you can trust in production.
- Approvals: approve, reject, or send back
- Role-based access with custom roles
- Full audit trail on every action
- API keys for programmatic access
- External API-action steps
- On-prem AI — no data leaves your deploy
- Eight entitlement-gated apps on one spine
- CRM order → Inventory stock decrement (revenue chain)
- Manufacturing orders move real stock on completion
- Double-entry Accounting ledger; Finance plans on top of it (read-only)
Your AI runs on your terms
WorkFloat's AI features run through an on-prem AI gateway — no cloud round-trips and no per-call fees. Form data and documents never leave your deployment, and every AI action is recorded in your audit trail.
AI offline? Workflows keep moving — agent steps simply wait for a person.
“We replaced a tangle of spreadsheets and email threads with one workflow our whole team can run — and the AI steps handle the first pass for us.”
Put your workflows on autopilot.
Build a process once, then let people and AI run it together. Start free in minutes.