Lightweight workflow automation for small teams

TaskFlow lets non-technical teams turn recurring checklists into simple automated workflows—triggered by forms, emails, or calendar events—with built-in reminders and progress tracking.

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Turn messy recurring tasks into clear, automated workflows in minutes.

Problem

Small teams run a lot of recurring processes: client onboarding, content approvals, monthly reporting, hiring steps, and more. These workflows usually live in spreadsheets, long email threads, or someone’s head.

This leads to:

  • Missed steps and inconsistencies
  • Dependence on one "process expert"
  • Manual reminders and follow-ups
  • No clear visibility into where things are stuck

Full-blown automation tools are often too complex or expensive, and project management tools don’t handle recurring, step-by-step processes well.

Solution

TaskFlow is a simple SaaS tool that lets you:

  • Create reusable workflows using plain-language steps (no coding or complex rules).
  • Trigger workflows from forms, email, or calendar dates (e.g., "start onboarding when a new hire form is submitted").
  • Assign owners and deadlines for each step with automatic reminders.
  • Track status at a glance for all active workflows.
  • Standardize processes so every client, hire, or project gets the same, reliable treatment.

Ideal for agencies, small consultancies, and operations teams that need process consistency without the overhead of enterprise workflow tools.

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Interested in validating this idea, becoming a design partner, or getting early access? Reach out and we’ll follow up with a short questionnaire and optional onboarding call.