OctaviaFlow: automate the work between your business apps
OctaviaFlow connects the systems your business runs on (ERP, CRM, accounting, commerce, files and messaging) and automates the work between them, with AI steps, ready-made templates and a full run history built in.
Octaviaflow is a workflow automation platform for moving data and work between the systems your business runs on.
Build flows visually
Design a flow on the canvas: pick a trigger, add steps, map fields, and run it. Every flow starts as a draft, and nothing runs until you activate it.
Connect your systems
- ERP: SAP S/4HANA, Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Odoo
- CRM: Salesforce, HubSpot
- Accounting and commerce: QuickBooks Online, Shopify
- Files and data: Google Sheets, Google Drive, Dropbox, Excel, S3, SFTP, SQL databases
- Messaging: Slack, Google Chat, email
Connections are made once per workspace and reused in any flow. Credentials are encrypted and never shown again.
Shape the data
Query, transform, aggregate, branch on conditions, loop over records, and look up existing records before writing, so a rerun updates what it created instead of adding copies.
Add AI where it helps
AI agent steps summarise, classify and draft, using a managed model or your own provider key. Knowledge bases ground agents in your documents.
Run on your terms
Start flows on a schedule, from a webhook, when a record changes, or by hand. Every run is logged step by step, so you can see what happened and why.
Start from a template
Browse ready-made flows by app or category, see what each one does before you install it, and adapt it to your workspace.
Work as a team
Organise flows into projects, invite your team, and control access with roles and permissions.