Workflow Automation
Dale Flow: Intelligent Automation Solutions For Business Process Automation
Orchestrate complex workflows and automate business processes with powerful, no-limit automation. Eliminate manual tasks and streamline business operations so your team can focus on strategy and growth.
Powerful automation for complex business processes
Workflow Automation
Workflow Automation Platform for Business Process Automation
From approvals and reconciliations to data synchronization and document packs, Dale Flow runs no-limit workflows with reliability and scale. Trigger flows from Dale AI, apps, webhooks, or schedules, then monitor everything in one place.
As a comprehensive process automation software and workflow automation platform, Dale Flow delivers intelligent automation solutions for enterprise business process automation. This automation solution provides advanced workflow orchestration capabilities that enable seamless CRM integration automation and automated workflow systems across a wide range of business operations, boosting operational efficiency and reducing errors across your organization.
No-Limit Workflows
Design processes of any size with steps, branches, and conditions. Run parallel paths, long jobs, and event-driven tasks. Our process automation software handles intricate business logic without changing your core systems.
Orchestrated Automation
Coordinate APIs and data with queues, retries with backoff, idempotency keys, and approvals. Advanced workflow orchestration routes conditionally, fans out, joins, and compensates on failure. Keep work moving and consistent.
Enterprise Ready
Built for scale with secure integrations, versioned deployments, and full audit trail. RBAC and SSO for access control. CRM integration automation and observability for latency, throughput, and success rate. Trusted for thousands of runs daily.
Design Your Workflow
We design workflows tailored to your business processes. Define steps, inputs, conditions, and compensation paths. Version and test in staging before promotion.
Connect Your Systems
Integrate with your stack through connectors and webhooks. CRM integration automation connects to helpdesk, calendars, storage, payments, and data services. Build data pipelines and manage secrets centrally with least-privilege access.
Run And Monitor
Execute at scale with real-time monitoring, metrics, structured logs, and run history. Automatic retries and dead-letter queues keep jobs reliable. Replays for incident recovery.
Optimize And Scale
Tune with insights and SLA alerts. Add concurrency, batch windows, or cost controls. Auto-scale workers, roll out versions safely, and keep flows healthy over time.
Example workflows
Reliability and control
Error handling
Automatic retries with backoff, idempotency keys, dead-letter queues, and compensation steps. Reducing errors through robust error handling, full run history, and safe replays.
Security
Encrypted credentials, scoped API access, secrets management, SSO and RBAC, audit trails, and data residency options.
Monitoring
Dashboards with success rate, latency, throughput, and queue depth. Alerts on SLA breaches and failure spikes. Export metrics to your observability stack.
Agents trigger Power Actions for long or sensitive jobs: reconciliations, document packs, data syncs. Dale AI agents can trigger workflows, but Flow can also be used as a standalone workflow engine.
Integrations & Channels
Plug into your stack. Deploy everywhere.
Dale AI connects to the tools you already use—front-of-house channels for chat and voice, back-of-house systems for CRM, helpdesk, calendars, and data. Ship fast without ripping anything out.
One layer for channels, systems, and data.
Logos shown for illustration; products supported via native connectors or APIs.
Our Process
Pragmatic Software Engineering Process
Five phases from discovery to launch. Clear outcomes at each step, no surprises. We scope tight, ship fast, then iterate based on real usage data.
Discovery
Identify outcomes, users, constraints, data, compliance, channels, and systems. Map current processes, KPIs, risks, dependencies, and ownership.
Outcome: Shared brief, KPI baseline, risk register, and stakeholder alignment.
Strategy
Choose the initial track (agent, workflow, custom AI, application, or integration). Prioritize the smallest valuable release. Set timeline, budget, and RACI.
Outcome: Scoped Release 1, milestone roadmap, KPI plan, and resourcing confirmed.
Blueprint
Design flows, UX, domain model, data and architecture, integrations, and security patterns. For AI, define sources and freshness rules, guardrails, human-in-the-loop, and the action catalog. Write the test plan and acceptance criteria.
Outcome: Clickable prototype and technical spec, privacy and security checklist, and acceptance tests defined.
Build & Integrate
Ship in short sprints behind feature flags. Connect CRM, calendars, helpdesk, document stores, databases, and external APIs. Enforce CI/CD, code review, automated tests, accessibility and performance checks, and observability.
Outcome: Working pilot in staging, integrations verified, test and quality targets met, and go-live checklist signed.
Launch & Hypercare
Pilot, then expand. Monitor logs, transcripts, and jobs. Tune weekly and report KPI deltas with next actions. Add channels and features, A/B prompts or UX, and right-size capacity. Enable your team.
Outcome: Stable production with SLOs, measurable KPI lift, runbook and training completed, and a prioritized backlog for scale.
Outcomes That Matter
AI That Delivers Measurable Results
Every implementation ships with clear goals and a measurement plan. We automate the busywork, capture more opportunities, and keep humans focused on what moves the business.
Real-World Applications
Production-Ready Use Cases
Each implementation ships with clear goals, a measurement plan, and proven outcomes. Built for scale, deployed with confidence.
Stella
Safe Medical Guide with Cited Answers
Ingest and index 50,000 plus trials, studies, guidelines, and FAQs.
Integrations:
Channels:
Lola
Customer Service Teammate for a Local Business
Answer FAQs on services, pricing ranges, hours, directions, and policies.
Integrations:
Channels:
Travel Copilot
Natural Language Flight & Hotel Search
Parse requests like "Miami to Madrid next month, two adults," then apply tenant rules.
Integrations:
Channels:
Concierge
Guest Concierge for Multi-Property Hosts
Answer check-in and house rules, parking, Wi-Fi, and amenities.
Integrations:
Channels:
Ops Copilot
Finance Reconciliations in Slack or Teams
Compare orders to payments, flag mismatches, create tickets with evidence.
Integrations:
Channels:
Order Care
Self-Service Order Status and Returns
Lookup orders by email or phone, show status and ETA.
Integrations:
Channels: