FlowEQ

What FlowEQ does

FlowEQ is a no-code workflow automation platform founded in 2017 and headquartered in San Francisco that targets customer service, member services, quality tracking, and UCC filing use cases. Its core product architecture consists of Flow Builder (a visual interface for authoring decision-tree-based workflows), Flow Manager (a dashboard for organizing and publishing Flows), and Sidekick (an agent-facing runtime available as a native application embedded in Salesforce Lightning and Zendesk, or as browser extensions for Chrome and Firefox). The platform connects to over 100 business applications through its Step Library, enabling automated data retrieval and step execution while preserving human judgment at decision points, and targets organizations where inconsistent process execution, high agent turnover, and outdated static documentation create operational risk.

The company monetizes through a hybrid pricing model combining per-user subscriptions with usage-based components, sold via enterprise demo requests and self-serve signup, and distributes through the Salesforce AppExchange, Zendesk Marketplace, and browser extension stores. FlowEQ is SOC 2 Type 2 compliant and has raised approximately $4.02M across two funding rounds in 2021, including a Y Combinator seed and a larger round with Greycroft, Roble Ventures, Streamlined, and Tri-Valley Ventures. Founder Brittani Dunlap serves as CEO. As of 2025 the company has launched an OpenAI-powered AI Ticket Summaries feature in Beta within Zendesk Sidekick, alongside an Insights analytics dashboard in Beta, signaling continued product investment despite a small team of 1-10 employees.

Name

FlowEQ

Website

https://floweq.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

FlowEQ is a no-code workflow automation platform that embeds decision-tree-guided processes into Salesforce, Zendesk, and other CRM systems, targeting customer service, member services, quality tracking, and UCC filing use cases for mid-market and enterprise teams.

Ownership category

akta.pro rank

Product category

Workflow Automation Software

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Workflow Automation & No-Code Collaboration (BPAMAMAK)

akta.pro secondary industry

Document Workflow, Routing & Approvals (Content-Centric Workflow) (HDAEAGAG)

Keywords

• Workflow automation platform
• Decision tree software
• No-code automation
• CRM workflow tools
• Agent guidance software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Per-User Subscription: FlowEQ charges on a per-seat basis, with pricing tiers based on the number of users who access the platform. This is the primary revenue driver.
2. Usage-Based Pricing: Usage-based pricing component that scales costs as customers grow and use more Flows or execute more workflow steps, complementing the per-user model.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels4 records

Core offering

FlowEQ sells a no-code workflow automation platform that combines visual decision-tree workflows with automated backend steps. The product is delivered through Flow Builder (visual authoring), Flow Manager (administration), and Sidekick (agent-facing runtime) embedded natively inside Salesforce and Zendesk CRMs or via browser extensions. It targets customer service, quality tracking, member services, and lease/UCC filing use cases and is sold on per-user and usage-based pricing.

Product overview

FlowEQ is a no-code workflow automation platform designed to streamline high-stakes recurring work processes. The platform is built around a core architecture consisting of the FlowEQ Workflow Acceleration Platform (the main product), the Flow Builder (visual Flow creation interface), the Flow Manager (dashboard for organizing and managing Flows), and Sidekick (the agent-facing interface for running Flows, available natively in Salesforce and Zendesk or via browser extensions). The platform's Step Library provides pre-built connectors to 100+ business applications, and complementary modules include Workboard (record and event management), Insights (reporting and analytics, Beta), and AI Ticket Summaries (AI-powered ticket summarization and Flow recommendations, Beta). FlowEQ targets use cases including customer service automation, UCC filing automation, member services automation, and quality tracking, and offers its solution via per-user and usage-based pricing.

Differentiator

Problem solved

Functional benefit

Products and services

• FlowEQ Workflow Acceleration Platform
• Decision Tree Software

Quantifiable outcome

• Reduce onboarding time, documentation, and retraining by 90%

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

AI capability6 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationFlowEQ Sidekick is available as a native Salesforce Lightning app listed on the Salesforce AppExchange. It embeds within Salesforce Case Record pages to guide agents through support workflows. Users can log in with Salesforce credentials.
• ZendeskcoreTechnology or IntegrationFlowEQ Sidekick is available on the Zendesk Marketplace and integrates natively with Zendesk support tickets. The AI Ticket Summary feature is specifically built for Zendesk using OpenAI. Users can log in with Zendesk credentials.
• OpenAIcoreTechnology or IntegrationFlowEQ uses OpenAI's API for AI Ticket Summaries feature in Zendesk Sidekick. The integration leverages OpenAI to summarize tickets, suggest relevant Flows, and analyze customer sentiment. No ticket data is stored or used for training by OpenAI.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Zapier: Zapier is a leading no-code workflow automation platform connecting 6,000+ apps. It overlaps with FlowEQ on the no-code automation and integration library, though Zapier is broader/horizontal while FlowEQ focuses on CRM-embedded agent guidance with decision trees.
• Workato: Workato is an enterprise integration and workflow automation platform targeting mid-market and enterprise. It competes head-on with FlowEQ in business process automation, with stronger enterprise GTM but a heavier, more developer-oriented platform.
• Tray.io (Tray AI): Tray.io is a general-automation iPaaS targeting technical and business users. It competes with FlowEQ on integration-led workflow building, though Tray leans toward API-first builders while FlowEQ emphasizes visual decision-tree flows for non-technical agents.
• Process Street: Process Street is a no-code process management and checklist/workflow platform used for recurring operational procedures. It is highly comparable to FlowEQ's Smart Flows, decision-tree-based agent guidance, and recurring-process focus, though it lacks FlowEQ's deep CRM-native embedding.
• Pipefy: Pipefy is a no-code workflow and process automation platform with strong templates for service desks, ITSM, and customer operations. It competes with FlowEQ on no-code process automation for operational teams, especially in customer service and member services use cases.
• Kissflow: Kissflow is a no-code process automation and workflow platform serving operations, HR, and service teams. It overlaps with FlowEQ in low-code workflow building and process digitization for non-technical business users.

Broad incumbents

• Salesforce Flow: Salesforce Flow is the native workflow automation tool inside the Salesforce platform. It is a direct substitute risk for FlowEQ within Salesforce shops, since customers could build comparable automations natively without paying for a third-party app.
• ServiceNow: ServiceNow is an enterprise workflow and ITSM platform with deep process automation and now generative AI capabilities. It represents the broader enterprise BPM incumbent that FlowEQ competes against for regulated, high-stakes workflow budgets.

Emerging players

• Tallyfy: Tallyfy is a workflow and approval automation tool focused on operations teams in mid-market companies. It is comparable to FlowEQ as a lighter-weight alternative for recurring process automation, though Tallyfy lacks deep CRM-embedded UI and a large integration step library.
• Airtable Automations: Airtable Automations offers no-code workflows inside the Airtable platform. While FlowEQ integrates with Airtable rather than competing directly, Airtable's automation features partially overlap for teams building operational processes on top of Airtable bases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TeamFlowEQ
• LinkedInlinkedin.com/company/FlowEQ
• Facebookfacebook.com/TeamFlowEQ

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FlowEQ