What Flo can do for you

Ask questions about your workspace

Flo can look up a company, its contacts and deals, an agreement and its deliverables, the activity timeline, and your inventory. It also explains how SponsorFlo works, for example how a signed agreement turns into deliverables.

Flo knows which page you are on. On a deliverable it focuses on fulfillment; on a deal it focuses on the pipeline. Ask “What should I do next?” on Home for a short list based on your workspace.

Have Flo do it

Ask in plain words, like “draft a renewal email to Acme” or “move Acme to proposal.” Flo only takes an action when you ask for it, and tells you what it did with a link to the record.

• Open a deal, or move a deal to another stage.
• Draft an email. Flo saves it as a draft in Outreach; you send it yourself.
• Change a company’s partner status.
• Log a call, meeting, or note on a company’s timeline, or add a follow-up task.
• Add a check-in on a deliverable, log delivery proof, or record its metrics.
• Fill in missing details on an inventory asset.
• Suggest an edit to the agreement you have open.

Flo does not send email or pay anyone from the chat. It prepares the draft and points you to the step that finishes it.

Give Flo a file

Attach up to six files to a message: screenshots and other images, PDFs, CSV or Excel files, Word documents, or text. Flo reads them, for example to pull the numbers out of a sponsor report. See Let Flo read a report.

What Flo does in the background

Each night Flo checks your book for renewals coming up, deliverables falling behind, and deals that need a follow-up. It puts what it prepares in the Flo queue for you to approve. See Approve or skip Flo’s drafts.

In Settings → Agent autonomy, choose how much Flo may do without asking. Sending email always waits for your approval, whatever you choose. Settings → What Flo knows shows the facts about your organization that Flo works from.