Business fields
Give every business detail the right place. Use typed fields for customers, owners, dates, amounts, and status so teams can filter, compare, and summarize their work—and connected agents can read it consistently.
Explore capability →Flowise capability catalog
Find the capability behind the work.
Explore the current feature descriptions and planned operating modules. A listed capability does not mean its complete workflow is live.
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Status and categories
Create a shared vocabulary for progress. Separate work in progress, submitted deliverables, and accepted results so “done” does not mean something different to every team.
Explore capability →People and ownership
Make ownership visible where the work happens. Record the requester, delivery owner, and reviewer separately when they have different responsibilities.
Explore capability →Attachments and deliverables
Keep reports, screenshots, and delivery files with the work they support. Reviewers can find the relevant material without searching across email, chat, and folders.
Explore capability →Linked records
Connect customers, requirements, projects, tasks, and deliverables. Linked records make it easier to trace why work exists and which business commitment it supports.
Explore capability →Lookups
Bring information from related records into the current task. Lookups reduce duplicate entry and help teams work from a consistent source.
Explore capability →Rollups
Summarize linked records at the project level. Use counts, totals, and supported calculations to see the overall picture while keeping the underlying detail within reach.
Explore capability →Conditional rollups
Summarize the records that meet a defined condition. Separate submitted work from accepted deliverables, or priority issues from the total workload.
Explore capability →Business formulas
Make recurring calculations consistent. Use supported date, numeric, text, and logical functions to produce values that teams can inspect and reuse.
Explore capability →Conditional logic
Use explicit conditions to flag records or derive categories. Make the reason for an exception visible instead of leaving it to individual interpretation.
Explore capability →Created and modified information
See when a record was created or updated and which account made the change. Basic metadata helps teams assess the recency and context of operational information.
Explore capability →Grid view
Review and maintain business records in a familiar row-and-column layout. Keep ownership, dates, status, and supporting details together instead of assembling another reporting spreadsheet.
Explore capability →Kanban view
See how work moves through its stages. Kanban lanes make queues and handoffs visible, helping teams focus on bottlenecks rather than reading out status updates.
Explore capability →Calendar view
Review deadlines, planned events, and milestones on a calendar. See overlapping commitments in context while keeping the underlying records accessible.
Explore capability →Gallery view
Make offerings, courses, or delivery assets easier to browse. Gallery cards combine visual context with selected business details and a path to the full record.
Explore capability →Filters and exception views
Turn a large workload into a focused review list. Filter for missing information, work awaiting acceptance, or tasks waiting on a customer.
Explore capability →Grouping and sorting
Arrange the same records around different management questions. Group by owner or status, then sort by date or priority without maintaining another copy.
Explore capability →Business forms
Capture requests through a defined set of fields. Bring the purpose, timing, and contact details into the same structure your team uses to review and coordinate work.
Explore capability →Comments in context
Discuss a task where its business context lives. Keep clarification and review conversations with the relevant record so the next person does not have to reconstruct the thread.
Explore capability →Real-time collaboration
Work from shared records instead of circulating competing copies. Give sales, delivery, and support a common view of the customer commitment and its progress.
Explore capability →Import and export
Move existing information into a consistent structure and export supported data for review or exchange. Map fields deliberately rather than carrying old inconsistencies into a new workspace.
Explore capability →APIs and system connections
Connect approved tools to business records through supported APIs and scoped tokens. Define each integration's resources, operations, and accountable owner.
Explore capability →Roles and access
Use available roles to organize basic resource access. Give participants the access they need to view, comment, edit, or manage work without sharing administrator accounts.
Explore capability →Record history and recovery
Investigate supported record changes and recover deleted items where available. Give teams a way to understand an unexpected update or respond to an accidental deletion.
Explore capability →Trace requirements through delivery
Connect the customer request to its project, tasks, and deliverables. Make it possible to trace both the purpose of the work and the outputs it produced.
Explore capability →Keep evidence with the work
Record the source, observation time, related work, and review owner for supporting evidence. Connect the file or URL to the claim it is intended to support.
Explore capability →Track work across people and agents
Separate tasks, assignments, and execution attempts. Track who was asked to do the work, what actually happened, and the result of each attempt.
Explore capability →Standardize request intake
Combine forms, categories, owners, and review views to clarify incoming work before it reaches an employee or agent.
Explore capability →Review project delivery
Combine linked tasks, status, evidence, and rollups in a project review. Keep the detail behind each summary accessible when a manager needs to make a decision.
Explore capability →Connect business knowledge to market content
Link solutions, buyers, pains, evidence, industries, markets, and content assets. Preserve the business knowledge behind the article—not just its title and publishing status.
Explore capability →Automation & handoffs
Design triggers, ownership, notifications, and recovery around the business event that needs a response.
Explore capability →Permissions & governance
Define who may read, change, approve, and execute. Keep a management change tied to its specific scope and version.
Explore capability →Integrations & extensions
Give developers a clear contract for assignments, progress, evidence, and errors across connected tools.
Explore capability →Flowise COO
The planned COO connects goals, work, exceptions, and evidence—then proposes changes and coordinates actions within granted authority.
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