Flowlu

Create a task with an owner, deadline and current status.

Show the same project as a board and a dated timeline.

Discuss a task and link the working document to its record.

Create a project from a template and adjust its ownership.

Show overdue work and completion progress for a project.

Update an assigned task from a phone.

Connect a documented calendar, chat or CRM integration and demonstrate a workflow.

Delay a prerequisite task and inspect the dependent work.

Review priorities and progress across several projects.

Assign work beyond a person's capacity and show the resulting workload.

Record actual effort and review it against an estimate.

Apply a rate or budget and inspect its effect on a project's financial view.

Submit a request form and route it into the correct project.

Trigger a rule from a status change and inspect its action.

Restrict a guest to one project and verify access elsewhere is denied.

Retrieve tasks and relationships through an API or structured export.

Retrieve who changed a critical permission or project setting.

Generate a project summary and verify it against blocked and overdue tasks.

Have an AI assistant perform a bounded project action and inspect the result.

Ask about a project decision and inspect the work records used to answer.

Create a person, link them to an organisation and show their shared activity history.

Create stages with probabilities and move a deal through them.

Send and receive an email and show both against the correct contact.

Assign a dated follow-up to another seller and show their overdue queue.

Filter open pipeline by owner and expected closing month.

Import a duplicate and merge it without discarding useful history.

Prevent a deal entering proposal stage until required information is entered.

Route two enquiries to different owners based on territory or value.

Start a sequence and show what changes when the prospect replies.

Separate one-off and recurring revenue in a forecast.

Produce a quotation from deal products and retain the sent version.

Show what a salesperson can and cannot see in another team's accounts.

Find who changed an opportunity amount and when.

Link a custom asset or contract record to a customer.

Create a record externally and retrieve the resulting identifier.

Export contacts and deals with stable identifiers and relationships.

Turn a won deal into an owned delivery process without re-entering customer details.

Draft a follow-up grounded in the actual contact or opportunity history.

Summarise a real interaction and identify the next action.

Show prospect research or a recommended next action and the information behind it.