Business automation platform

Automate the work behind every customer.

SetraFlow connects customers, appointments, email, workflows, and business processes in one place. Automate routine work and see every next step.

Start building Request a demo

For teams that need visible, repeatable operations.

SetraFlow workspace

Example workflow

Workflows / Customer operations

New customer welcome

Published

Trigger

Customer created

Action

Send welcome email

Outcome

Create follow-up task

Latest execution

Completed in 1.8s

Customer context

Maya Rodriguez

Next appointment

Tomorrow, 10:00

Run status

All systems clear

One platform

From business data to completed work.

Customers

Appointments

Automations

A complete operating layer

One platform for operations.

Connect business data, automation, customer work, and execution status in one system.

Business data

Connect customer and appointment context to every workflow.

Workflow automation

Automate repetitive operations with visual workflows.

Customer operations

Keep follow-ups and handoffs moving.

AI-ready steps

Add intelligent decisions to your processes.

Automation triggers

Start work from events, schedules, and actions.

Execution visibility

See what is running, waiting, or complete.

See the product in motion

See every part of the work.

View the customer, appointment, next action, and execution status together.

Customer overview

Northwind Dental · Example record

Maya Rodriguez

maya@example.com

Active

Next appointment

Check-up

Tomorrow · 10:00

Activity

5 touchpoints

Last updated 2m ago

Activity timeline

View all

Customer created

Just now

Welcome email sent

2m ago

Appointment confirmed

Yesterday

Workflow runs

Every run, in context

Runs today

In progress

96%

Completed

New customer welcome

Completed

Appointment reminder

Running

Feedback request

Waiting 1 day

Activity is up to date

Follow every handoff without opening a technical log.

Why SetraFlow

Why SetraFlow?

Keep customers, appointments, workflows, and outcomes connected.

Instead of generic automation

Business-aware automation

Start with real business events and customer context.

Instead of technical workflow logs

Business-friendly activity timelines

Give teams a clear record of what happened.

Instead of disconnected systems

One connected operating system

Bring customers, appointments, automation, and monitoring together.

A clearer way to operate

How it works

Build the process. Connect its context. Monitor every result.

Build a workflow

Map the steps in a visual builder.

Connect customers & appointments

Give each run the data it needs.

Automate business operations

Run reminders, emails, and follow-ups.

Monitor every execution

See what is running, waiting, or complete.

SetraFlow workspace

Example workflow

Workflows / Customer operations

New customer welcome

Published

Trigger

Customer created

Action

Send welcome email

Outcome

Create follow-up task

Latest execution

Completed in 1.8s

Customer context

Maya Rodriguez

Next appointment

Tomorrow, 10:00

Run status

All systems clear

Start with a real use case

Workflows teams can recognize.

Start with a process your team repeats by hand.

Customer created

Welcome every new customer

Customer created

Welcome email

Wait 2 days

Appointment reminder

Appointment completed

Close the loop after an appointment

Appointment completed

Request feedback

Thank-you email

Notify team

Every step leaves a visible history.

Built for growing teams

Built for growing teams.

Start with the workflows your industry repeats most.

Healthcare clinics

Automate intake, reminders, and follow-ups.

Dental clinics

Keep welcome flows and appointment messages moving.

Salons

Connect bookings, confirmations, and rebooking.

Fitness studios

Guide members from sign-up to their next class.

Professional services

Make handoffs, updates, and recurring work repeatable.

Education

Automate enrollment, reminders, and follow-up.

SaaS companies

Connect product events to customer success.

Service businesses

Keep customers, schedules, and teams in sync.

Connect your tools

Connect the tools you use.

Link calendars, messages, payments, AI, and more as your needs grow.

Google Calendar

Coming soon

Microsoft Outlook

Coming soon

Twilio

Coming soon

Stripe

Coming soon

OpenAI

Coming soon

Anthropic

Coming soon

Gemini

Coming soon

Slack

Coming soon

Shopify

Coming soon

What you can do today

What you can do today.

Build, connect, and monitor customer workflows with the product available now.

Visual Workflow Builder

Build workflows visually without writing code.

Customer Management

Manage customers and connect them to every workflow.

Appointment Management

Schedule and automate customer appointments.

Automation Triggers

Start workflows from business events.

Workflow Monitoring

Track every workflow from start to finish.

Business Activity Timeline

See clear activity instead of technical execution logs.

Workflow runs

Every run, in context

Runs today

In progress

96%

Completed

New customer welcome

Completed

Appointment reminder

Running

Feedback request

Waiting 1 day

Activity is up to date

Follow every handoff without opening a technical log.

Plans that scale with you

Simple pricing for every stage.

Start free. Upgrade when your operations grow.

Free

Start with the essentials.

$0/month

2 Workflows
250 Customers
500 Workflow Executions / month
Customer Management
Appointment Management
Community Support

Start free

Starter

For teams ready to automate.

$29/month

10 Workflows
5,000 Customers
10,000 Workflow Executions / month
Email Automation
Automation Triggers
Standard Support

Start building

Growth

Recommended

For teams scaling operations.

$99/month

Unlimited Workflows
50,000 Customers
100,000 Workflow Executions / month
AI Features
Integrations
Priority Support

Start building

Enterprise

For complex team operations.

Custom pricing

Customer Management
Appointment Management
Visual Workflow Builder
Workflow Monitoring
Business Activity Timeline

Contact sales

The useful answers

Frequently asked questions

A few things teams usually want to know before they start.

What is SetraFlow?

SetraFlow connects customer data, appointments, workflows, triggers, and execution visibility in one place.

Who is SetraFlow for?

Teams that want customer operations and repeatable processes to work together.

Is SetraFlow just a workflow builder?

No. It also manages business context, customer operations, and every run.

Do I need technical experience?

No. Business teams can build visually. Technical teams get API access and execution detail.

How do I get started?

Create an account or request a demo. Start with one process your team repeats today.

Ready when you are

Make the next step automatic.

Connect the context. Automate the work. See every result.

Start building Talk to sales