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For real estate, legal, logistics & finance

Automate the paperwork around your work. Keep the judgment.

Draft, sort, check and route the messages and documents that slow your team down. A person approves anything that matters before it goes out.

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What changes

Less copying, chasing and checking.

  • Today

    Follow-ups and status updates eat the hours you need for clients.

    With Fluxo Flow

    AI drafts them from your own data, and they go out on time once someone approves.

  • Today

    Intake forms and requests arrive in different shapes and need sorting.

    With Fluxo Flow

    AI summarizes each one and a Router sends it to the right person or team.

  • Today

    Exceptions get lost until a customer complains.

    With Fluxo Flow

    Exceptions are classified as they arrive, and the urgent ones go straight to a person.

  • Today

    Generic automation tools don't know your field.

    With Fluxo Flow

    Start from marketplace agents for real estate, legal and finance work, then adapt them to your process.

Example workflows

Three workflows you could build this week.

Each one uses nodes that exist on the canvas today. Start from a blank canvas or a marketplace agent and adapt it.

Real estate: inquiry follow-up

5 steps

A listing inquiry gets a personal, accurate reply within minutes, approved by the agent.

  1. Step 1: Webhook triggerListing inquiry form
  2. Step 2: AgentDraft a reply using the listing details
  3. Step 3: Human ReviewAgent approves or edits
  4. Step 4: Send EmailSend the reply
  5. Step 5: IntegrationLog the contact in the CRM

Result: Every inquiry answered quickly, in the agent's voice, and logged.

Legal: intake triage

5 steps

New intake forms are summarized and routed to the right practice area for an attorney to decide.

  1. Step 1: Webhook triggerIntake form submitted
  2. Step 2: AI GenerateSummarize the matter and parties
  3. Step 3: RouterRoute by practice area
  4. Step 4: Human ReviewAttorney accepts or declines
  5. Step 5: Slack PostNotify the assigned team

Result: Attorneys see a clean summary instead of a raw form, and decide faster.

Logistics: delivery exception handling

5 steps

Exceptions from your shipment system are classified, and customers get a clear update after a check.

  1. Step 1: Webhook triggerShipment exception event
  2. Step 2: AgentClassify and draft a customer update
  3. Step 3: RouterUrgent or routine?
  4. Step 4: Human ReviewDispatcher checks urgent ones
  5. Step 5: Send EmailUpdate the customer

Result: Customers hear about problems from you first, with the facts right.

By industry

What teams automate.

Real estate

  • Personal replies to listing inquiries, drafted for the agent to approve
  • Listing descriptions drafted from property details
  • Showing confirmations and follow-up emails
  • Weekly pipeline digests for the team

Legal

  • Intake summaries routed to the right attorney
  • First drafts of routine documents for attorney review
  • Contract clauses flagged for a lawyer to check
  • Matter status updates drafted for approval

Logistics & transportation

  • Delivery exceptions classified and routed by urgency
  • Customer status updates drafted from shipment events
  • Daily dispatch digests from a shared sheet
  • Reminders for expiring vendor and driver documents

Finance back-office

  • Invoice details extracted and checked before approval
  • Expense submissions checked against your rules
  • Month-end checklist reminders and status digests
  • Vendor onboarding emails and document requests

Features

The parts you'll use most.

Plans

Which plan usually fits.

Explore free with no credit card and Dry Run your workflows. Upgrade to run them live, with more workflows, seats and faster schedules.

  • Usually the best fit

    Pro$119/mo

    Enough workflows for several processes, seats for the team, and two marketplace agents to start from.

    • 25 workflows
    • 5 seats
    • Schedules as often as every 5 minutes
    • 2 marketplace agents included

  • Also a good fit

    Basic$39/mo

    For a small office automating a few follow-ups and digests.

    • 15 workflows
    • 3 seats
    • Schedules as often as every 15 minutes

Compare every plan

FAQ

Questions, answered.

Is Fluxo Flow HIPAA compliant?

No. We don't sign Business Associate Agreements, and you shouldn't process protected health information in Fluxo Flow. It also isn't certified for payment card data.

Can AI give legal or financial advice in our workflows?

AI steps produce drafts, not advice. You stay responsible for what you send, so add a Human Review step wherever a qualified person should check the output.

Are there agents for our industry?

The agent marketplace includes agents for real estate, legal and finance work, alongside general operations, sales and support agents. You can also build your own agent step on the canvas.

Does using Fluxo Flow make us compliant with our regulations?

No. Fluxo Flow is a tool you configure. Whether your process meets your industry's rules depends on how you use it, so check with your compliance advisor.

Automate your first follow-up today.

Build and Dry Run on the Free plan, no credit card. Run live on a paid plan, on your own AI key at cost.

Start free See pricing

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