Flowtly Now Officially Available on Make – Unlocking HR & Finance Automation for SMBs

What Is Flowtly and Why Does This Integration Matter?

Flowtly is an AI-driven business management platform that unites HR, finance, and operations into a
single coherent system. It replaces scattered tools and manual reporting with an integrated
environment where strategy, people, and budgets operate in sync. At its core, Flowtly acts as an open
integration hub, connecting to existing systems (ERP, CRM, accounting software) to eliminate data silos.
This means small and mid-sized businesses (SMBs) can manage projects, budgets, and HR processes in real
time without replacing their favorite tools.

Now, Flowtly is officially available on the Make platform, bringing its capabilities into the no-code
automation world. Make (formerly Integromat) is a visual automation tool that allows anyone to connect
apps and automate workflows without coding. With Flowtly’s Make integration, SMBs get the best of both
worlds: Flowtly’s all-in-one business management power, and Make’s ease of connecting it with 3,000+ other
apps in just a few clicks. In short, this integration matters because it enables fast, codeless
automation for critical business processes – from HR to finance – using Flowtly as a central hub.

Official Integration Details and Initial Capabilities

The Flowtly Connector on Make is a verified, vendor-supported app, meaning it’s officially maintained by
the Flowtly team. The initial release comes with six modules (5 actions and 1 search) focused on core
Flowtly features like time tracking and data retrieval. Out of the box you can:

Retrieve data: for example, get all projects, employees, or logged work hours from Flowtly. One
module provides a one-click fetch of all logged hours (timesheet entries), with options to filter by
employee, project, or date range – it automatically handles pagination and returns a clean list ready
to use. This makes it easy to extract timesheet data for use in other systems or reports.

Create data: the integration also lets you add new records. For instance, you can create a new
“WorkTime” (timesheet) entry in Flowtly via Make, specifying the project, employee, date, and
hours worked. Under the hood, the connector handles authentication and required IDs
(organization, etc.), so you don’t have to write any code for the Flowtly API.

Generic requests: for advanced users, a “Generic Request” module is available to call any Flowtly
API endpoint (GET, POST, PUT, DELETE). This acts as a catch-all for functionality not covered by
the pre-built modules – giving you flexibility to integrate any Flowtly feature as needed.

More modules are on the way. The current set covers time tracking (projects, work hours) and basic data
access, which is just the beginning. Flowtly’s platform includes many other modules – from recruitment and
leave management to invoicing and budget tracking – and the team is “constantly expanding its
range of offered functionalities”. You can expect additional triggers and actions (e.g. creating invoices,
updating budgets, reacting to new hires or expenses) to be added to the Make connector in the near future.

This means the integration will grow to cover even more HR and finance workflows soon, further reducing
the need for manual data entry or multiple software subscriptions.

Automating HR Workflows: From Outlook Calendars to Flowtly Timesheets

One exciting use case for SMB tech teams is automating timesheets and scheduling in HR. Many
companies use Microsoft Outlook or Google Calendar to schedule meetings, shifts, or project work, while
Flowtly serves as the system of record for time tracking and payroll. With Make as the glue, you can connect
these seamlessly:

Outlook Calendar → Flowtly Timesheets:
Imagine an employee blocks 2 hours on their Outlook
calendar for a client project. Using Make, that calendar event can trigger a Flowtly module to create
a logged hour entry for the corresponding project and employee automatically. The event’s details
(date, duration, project code in the title, etc.) can be mapped into Flowtly’s “Create WorkTime entry”
action. As a result, the employee’s timesheet in Flowtly updates itself whenever they schedule project
time – no more forgetting to log hours.

Shared Calendar for Leave:
Flowtly’s leave management can integrate with calendars as well. For
example, when PTO (paid time off) is approved in Flowtly, Make can automatically create an “Out of
Office” event on that person’s Outlook/Google Calendar. Conversely, if someone sends a time-off
request via a calendar event, a Make scenario could add it into Flowtly for manager approval. This
keeps everyone in sync and eliminates duplicate entry.

Resource Booking Sync:
Flowtly also offers resource booking (for meeting rooms, equipment, etc.).
You could use Make to sync bookings to a calendar. When a user reserves a conference room in
Flowtly, a Make workflow could add it to a shared Office 365 calendar so all team members see the
reservation. Likewise, attempts to double-book can be avoided by having Make check availability or
update Flowtly if a booking is made externally.

These HR automation examples reduce administrative work and errors. The staff simply use the tools
they’re familiar with (Outlook, etc.), and behind the scenes Flowtly and Make handle the heavy lifting –
logging times, updating schedules, and keeping data consistent. The integration’s ability to fetch or update
Flowtly data on demand makes such scenarios straightforward. For instance, a scheduled Make scenario
every Friday could pull all logged hours from Flowtly and email each manager a summary for approval.

In short, connecting calendars and HR processes through Flowtly on Make helps HR departments in SMBs
save time and ensure nothing falls through the cracks.

Streamlining Finance Processes: Email Invoices to Flowtly Cost Tracking

Another high-impact area is financial automation. Small businesses often receive vendor bills or expense
receipts via email, and manually recording those in an accounting system or Excel is tedious. With Flowtly’s
finance modules (Cost Control, Invoicing, Budgets) now integrable via Make, you can build workflows to
handle these tasks automatically:

Email → Flowtly Cost Entry:
Suppose your accounts payable team has an inbox for incoming
invoices (PDFs or forwarded emails). Using Make, whenever an email arrives with an invoice
attachment, the flow can extract key details (sender, amount, due date) and create a cost record in
Flowtly. For example, a PDF invoice from a supplier could be sent to an OCR service or a parsing
module, then mapped into Flowtly’s “Create Transaction” or “New Invoice” API via the Generic
Request module. The PDF itself can be attached to the Flowtly record (Flowtly supports transaction
attachments for receipts). The result is that every bill received by email is logged in Flowtly’s cost
control module without human effort. Finance teams can then track payments and budgets in
Flowtly, confident the data is up-to-date.

Automated Invoice Sending:
Flowtly’s invoice system can generate and send invoices, which
you might trigger from other events. For instance, if Flowtly is managing project time and costs, a
Make scenario could detect when a project is completed and then have Flowtly issue an invoice to
the client automatically (using Flowtly’s API). It could even email that invoice via Gmail or Outlook
through Make. This ties together project management and billing into one smooth pipeline.

Syncing with Accounting Software:
Perhaps your company uses QuickBooks or Xero for
accounting but Flowtly for internal cost tracking. Using Make, you can sync data between Flowtly
and your accounting app. A new expense recorded in Flowtly can be sent to QuickBooks, or new
payments marked in QuickBooks can update the status of an invoice in Flowtly. Make’s library likely
has connectors for popular accounting tools, so Flowtly now becomes a part of that ecosystem
thanks to this integration.

The ability to integrate email (or any external source of financial data) with Flowtly means no more lost
invoices or delayed entries. Everything flows into the system in real-time. Moreover, having these finance
processes automated ensures greater accuracy – reducing mistakes from data entry – and improves cash
flow management (since you won’t miss recording a payable or receivable). Given that Flowtly’s financial
module collects and analyzes data to help strategic decisions, feeding it complete information via
Make makes those insights even more valuable.

Endless Integration Possibilities for SMBs

Beyond the HR and finance examples above, the applications of Flowtly’s Make integration are virtually
endless. Here are a few more ideas across different domains that tech-savvy SMBs can implement:

Team Collaboration & Notifications:
Integrate Flowtly with Slack or Microsoft Teams for instant
notifications. For example, when a new employee is added in Flowtly or a contract is about to
expire, Make can post a message to a Slack channel to alert the team. This keeps everyone informed
without needing to constantly check the Flowtly dashboard.

Reporting & Dashboards:
Use Make to funnel Flowtly data into your favorite reporting tools. You
could automatically send daily metrics from Flowtly (hours logged, expenses, budget used) into a
Google Sheet or Google Data Studio. Since you can get all projects or employee hours via the
connector, it’s easy to compile custom reports. This helps in creating a unified view if you’re
combining Flowtly data with other sources (CRM, web analytics, etc.).

CRM and Sales Processes:
If you use an external CRM or sales tool, connect it with Flowtly to
eliminate duplicate data entry. For instance, when a deal closes in the CRM, you might use Make to
create a corresponding project or client entry in Flowtly automatically. Or if Flowtly’s HR module
marks a new hire, trigger IT tasks in another app (like creating accounts, onboarding tickets). The
integration ensures different departments’ tools talk to each other.

Resource Management & IoT:
Flowtly’s resource booking could link with IoT or smart office
systems. For example, when someone books a company vehicle or equipment in Flowtly, an IoT
device (via another Make connector) could be signaled to enable access (unlock a smart lock, etc.).
While Flowtly is primarily for business management, Make allows you to connect it with IoT
services or sensors in creative ways (e.g. track facility usage, environmental sensors tied to resource
bookings).

Compliance and Document Flow:
Use Flowtly’s document modules alongside other services. For
example, if an employee uploads a document in Flowtly (like an expense receipt or contract), Make
can automatically save a backup to SharePoint or Dropbox for compliance. Or integrate e-signature
services: when a contract status in Flowtly changes to “Ready to Sign,” automatically send a DocuSign
envelope. Once signed, flow the final document back into Flowtly records.

The key advantage here is that Flowtly on Make transforms it from a standalone ERP/HRM system into a
connected hub for your entire software stack. Small businesses often rely on a patchwork of apps – now
you can tie them all together, with Flowtly ensuring the data consistency and AI insights at the center. This
reduces manual work, prevents errors from data duplication, and gives teams more time to focus on
growth rather than admin tasks.

AI Agents and MCP: The Future of Intelligent Automation

One particularly cutting-edge aspect of this integration is its readiness for AI-driven workflows. Make has
introduced “AI Agents” – automation that can think and adapt using large language models (LLMs) – and
Flowtly’s connector is MCP-enabled for these scenarios. MCP stands for Managed Connectivity Platform (also
sometimes referred to as Model/Module Context Protocol in AI circles). In simple terms, it allows an AI
agent to use the Flowtly integration as a tool autonomously, rather than following a fixed linear scenario.

What does this mean practically? If you deploy an AI Agent in Make (using an LLM like GPT-4), you can give it
access to Flowtly via MCP. The agent can then decide on-the-fly to call Flowtly actions – for example, “find all
overtime hours logged this month” or “create a new budget entry” – as part of its reasoning. Flowtly’s
connector becomes an engine for the AI to execute business tasks, not just a static pipeline. This is
an alternative to traditional connectors when building agentic automations. Instead of predefining every
step, you allow the AI the flexibility to query and update Flowtly as needed to achieve a goal.

Flowtly’s integration through MCP eliminates data silos and enables AI-ready workflows across your
tools. For example, an AI agent could monitor incoming support tickets and decide to log work hours in
Flowtly for time spent on each ticket (by calling the “Create logged hour” module itself). Or it might analyze
budgets and then use Flowtly to suggest cost optimizations, all within an automated conversation. In fact,
Flowtly’s own platform vision includes AI co-managers that watch over budgets and HR metrics –
now, with MCP on Make, you can extend that intelligence even further, combining Flowtly with other AI
services.

In summary, Flowtly MCP support means your AI agents can act as smart assistants for your business,
pulling info from Flowtly and updating it in real time as situations change. This is the next generation of
automation: not just static rules, but dynamic, context-aware operations. If you’re experimenting with
agentic AI in your organization, Flowtly’s integration ensures it can plug into your core HR/finance data
securely. (Of course, proper guardrails and testing are important – AI agents are powerful, but you’ll want to
monitor their outputs especially early on.)

What’s Next: Upcoming Modules and Enhancements

The launch of Flowtly on Make is just the beginning. As noted, more modules will be coming soon to cover
an even wider array of Flowtly features. Flowtly’s team is actively expanding functionality and listening to
user feedback. You might soon see modules for things like “Create Project”, “Add Invoice”, triggers for
events (e.g. “Watch New Employee Added” or “New Invoice Created”), and deeper actions around budgets or
approvals. This will continue to solidify Flowtly’s position as a one-stop-shop for SMB operations, now
supercharged by easy integration capabilities.

Additionally, the partnership being an official one means users can expect it to be reliable and up-to-date.
The Flowtly Connector is a verified app on Make, so any API changes or new features on Flowtly’s side
are likely to be promptly reflected with updates to the connector. The support from Flowtly’s developers is
an assurance that if you run into any issues, they can be addressed quickly – which is critical for business
workflows.

It’s also worth noting that because Make allows integration with 2,500+ apps, Flowtly can essentially
connect with tools that perhaps it couldn’t via native means. This opens up possibilities like using Flowtly
data in voice assistants (Alexa, Google Assistant via Make), integrating with industry-specific software, or
connecting with legacy systems through databases or FTP – all through one platform. As new apps join
Make, they automatically become available to Flowtly users to integrate with, and vice versa.

Conclusion

Flowtly’s arrival on Make is a game-changer for tech-minded SMBs. It bridges the gap between an all-in-
one business management solution and the diverse ecosystem of apps that businesses use daily. HR
managers, finance teams, and operations leads can now create automations that were previously confined
to big-budget enterprises – without writing code. Whether it’s syncing Outlook with timesheets, auto-
processing invoices, or empowering AI assistants to manage routine tasks, Flowtly on Make delivers huge
efficiency gains with minimal effort.

This integration underscores a broader trend: business software is becoming composable. You can pick the
best tools for each job (email, calendar, CRM, etc.) and use Flowtly as the connective tissue to ensure
everything stays coordinated and data flows to where it needs to be. By leveraging Make’s visual
automation and Flowtly’s robust ERP-like features, small businesses truly get “big-company power” at their
fingertips. And with upcoming enhancements like additional modules and MCP/AI capabilities, the
power is only growing.

It’s an exciting time to be in the SMB tech space. If you haven’t already, give Flowtly’s Make integration a try
– build a simple workflow (there’s no cost on Make’s free plan to test it) and see how it can shave hours
off your team’s weekly busywork. Chances are you’ll find numerous places to apply it, from HR to finance
and beyond. Automation isn’t a luxury anymore for small businesses – it’s becoming a standard
practice, and tools like Flowtly on Make make it accessible to all. Happy automating!