--- title: "Flows module: triggers, BPF stages and AI steps | attendo" description: "The Flows module in detail: triggers, conditions and actions; BPF stages with requirements and approval by link; and AI steps with AI-Flows. No code needed." url: "https://attendo.me/en/modules/flows" lang: "en" --- # Your team’s rules, turned into flows attendo Flows reacts to what happens: an email, a form, a status change. Business Process Flow (BPF) sets the phases and the approvals. AI-Flows adds AI where you put it. - No code - History of every run - Your flows survive every update ## attendo Flows, Business Process Flow (BPF) and AI-Flows: what it does ### Triggers of every kind A flow starts with an email, a call, a WhatsApp message, a form, a webhook, a time of day or a button. It can also start when a document changes status. Whatever happens is already a starting point. ### Conditions and actions You filter on fields from the document, the customer or the contract, and route by value. Then you act: create, assign, change status, send an email or a text message, or call any API without writing code. ### Phased processes With BPF, the phases show on the record and each one has its requirements. Closing stays locked until the checklist is signed. No one skips a step. ### Approval by link Approvers get a link and approve from their phone, with a code and no user account. AI plays no part in the run: the process is exactly the one you design. ### AI inside the flow With AI-Flows, a flow step summarizes a text, transcribes audio or detects tone. And an AI decision node classifies an email so the flow takes the right branch. You decide where AI comes in. ### Describe it in plain language You write what should happen and marIA proposes the flow, or the changes to one that already exists. You review it before saving and, if it does not work for you, you undo it. This is the part of AI-Flows you will see as marIA Flows. ## Step by step This is how it is used day to day, on the same document as the rest of the modules. ### Step 1 · Pick the type of automation A rule that reacts is attendo Flows. A process with phases to complete is Business Process Flow (BPF). An AI step inside the flow is AI-Flows. ### Step 2 · Draw it or describe it Place the trigger, conditions and actions in the editor, or describe the case to marIA and review its proposal. Built-in flows are ready to switch on. ### Step 3 · Validate it and switch it on The validator will not let you activate an incomplete flow. Flows that write to your customers ship switched off: turning them on is your call. ### Step 4 · Follow it in the history Every run records which path it took and what each step did. If something looks off, marIA explains that run in plain language. ### marIA in Flows and AI-Flows In AI-Flows, marIA summarizes, transcribes, classifies or detects tone at the step where you place it. In the editor, it proposes flows and explains runs. BPF does not use AI when it runs. Every AI operation is logged with who started it, the model and its cost. Spending has the monthly cap you set. [See how AI is kept under control](https://attendo.me/en/artificial-intelligence#control). ## It fits every area Industry solutions [attendo CMMS](https://attendo.me/en/cmms) [attendo CRM](https://attendo.me/en/crm) [attendo Field Service](https://attendo.me/en/field-service) [attendo After-Sales](https://attendo.me/en/after-sales-service) [attendo Ticketing](https://attendo.me/en/ticketing) [attendo Customer Service](https://attendo.me/en/customer-service) [attendo Flows](https://attendo.me/en/flows) [attendo Compliance](https://attendo.me/en/compliance) ### Industries that use it - [Facility maintenance and services](https://attendo.me/en/industries/facility-maintenance): Every trade, on the same building - [HVAC and refrigeration](https://attendo.me/en/industries/hvac): Every call in one queue, wherever it comes from - [Repair and after-sales service](https://attendo.me/en/industries/after-sales-repair): The part on order, always in view - [Manufacturing and industrial plants](https://attendo.me/en/industries/manufacturing): Quality and contractors, with evidence - [Testing, inspection and laboratories](https://attendo.me/en/industries/testing-inspection): The job, from request to sample - [Contractors, construction and engineering](https://attendo.me/en/industries/contractors): Jobsite safety and handover to maintenance - [And any other business](https://attendo.me/en/industries): attendo can be set up for any line of business. See all industries Use cases by department [Quality control](https://attendo.me/en/use-cases/quality) [Human resources](https://attendo.me/en/use-cases/human-resources) [Regulatory compliance](https://attendo.me/en/use-cases/regulatory-compliance) [Engineering and projects](https://attendo.me/en/use-cases/engineering-and-projects) [Finance and administration](https://attendo.me/en/use-cases/finance-and-administration) [Purchasing](https://attendo.me/en/use-cases/purchasing) [Facilities and office services](https://attendo.me/en/use-cases/general-services) [Occupational health and safety](https://attendo.me/en/use-cases/health-and-safety) [Legal and contracts](https://attendo.me/en/use-cases/legal-and-contracts) [Customer service](https://attendo.me/en/use-cases/customer-service) [Executive management](https://attendo.me/en/use-cases/management) [Public sector](https://attendo.me/en/use-cases/public-sector) ## Where it fits (and where it does not) - Flows are configured in the editor, not through the API. - Flows that answer your customers with AI are not switched on out of the box. An administrator turns them on, one by one. ## Modules that go hand in hand ### [AI Autopilot (Multiple AI Agents)](https://attendo.me/en/modules/ai-autopilot) Micro-agents that score and prioritize. You take the wheel. ### [attendo Forms](https://attendo.me/en/modules/forms) Public and QR forms that create the document, no account needed ### [attendo Checklist](https://attendo.me/en/modules/checklists) Inspections with photo, signature and location, closed on site ### [Asynchronous and real-time communications](https://attendo.me/en/modules/channels) Email, WhatsApp, Teams, Meet, web chat and phone, channel by channel ## Glossary terms Processes and automation ### Approval workflow Approval process · sign-off workflow An approval workflow is the path a request follows until someone with authority accepts or rejects it: who approves, in what order, within what limits and by when. Processes and automation ### BPM Business process management BPM (business process management) is the practice of describing how each process in an organization is done, running it the same way every time, measuring it and improving it. Processes and automation ### Webhook HTTP callback · reverse API A webhook is an automatic notice that one system sends to another, at a web address, as soon as something happens: a new order, a payment or an approved document. Support and service ### Escalation Ticket escalation Escalation is handing a case over to a higher level, because of its technical complexity or because it is running late. [See all 53 glossary terms](https://attendo.me/en/glossary) ## Frequently asked questions ### What is the difference between attendo Flows and Business Process Flow (BPF)? Flows reacts to what happens, and BPF sets the phases of a document and what is still missing to move forward. One process can use both. ### I have never designed a flow. Can I set one up myself? Yes. You describe it in plain language, marIA proposes the flow, you review it and, if you do not like it, you undo it. Without AI, the editor works just the same. ### Do I lose my flows when attendo is updated? No. Updates do not touch your flows, and built-in flows are restored only when you ask. ### Can AI write to a customer from a flow? Only if you turn it on. Automatic replies based on your FAQs or your documentation ship switched off. Turning them on is an explicit step by an administrator, and it is logged. ### Do I need another automation tool? Not for what happens in attendo. Triggers, calls to other APIs and webhooks live inside it, with their history. If you already use one, it connects by webhook. ## Try it with your processes We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)