Track client open loops
Keep each unresolved client item visible with status, context, person, and next step.
Client follow-up assistant
Keep client replies, decisions, and next steps moving.
Flow365 FollowUp helps solo professionals and small teams track client follow-ups, pending replies, decisions, drafts, reminders, and next steps.
Create a Client Follow-ups Space and track every open loop tied to a client, deadline, draft, or decision.
The problem
Client follow-ups get buried when they are scattered.
Client work creates replies, decisions, documents, scheduling, approvals, and next steps that often live in email, notes, texts, and memory.
Prepare better drafts
Generate follow-up emails, recap notes, check-ins, and reminder messages.
Know what is waiting
See what clients owe you, what you owe clients, and what needs attention today.
Follow-through workflow
Use Flow365 FollowUp as your client follow-through layer.
Add client context, track open loops, and review AI-prepared next steps before sending or marking items complete.
1
Add context
Capture the people, dates, notes, files, messages, promises, or questions tied to this Space.
2
See open loops
Flow365 FollowUp organizes unresolved items into what needs attention, what is waiting, and what is ready.
3
Prepare the next step
AI suggests next steps and drafts messages for review so you can follow through faster.
What it tracks
Start with the loose ends that matter most.
Use a focused template so Flow365 FollowUp understands the kind of follow-through you need and the open loops you are likely to forget.
Client repliesProposalsApprovalsMeeting recapsDocumentsSchedulingInvoicesWaiting on clients
FAQ
Flow365 FollowUp questions
A practical AI assistant for remembering loose ends and preparing the next step.
Is Flow365 FollowUp a task app?
Flow365 FollowUp is centered on open loops: people waiting on you, things you are waiting on, reminders, deadlines, drafts, and next steps. Tasks are part of that, but the product is designed around follow-through.
Does the AI send messages automatically?
The first version is review-first. Flow365 FollowUp drafts and suggests next steps, and you stay in control before anything is sent.
Do I need to connect Gmail?
No. Manual capture still works. You can also connect Gmail and select conversations on demand. Outlook and calendar connections are not available yet.
What can Flow365 do with my Gmail?
Flow365 uses read-only Gmail access. It checks Gmail only when you ask, lets you choose which threads to review, and cannot send, delete, or change your email. Nothing is saved as a follow-up until you approve it.
What is a Space?
A Space is one area you want help managing, such as Job Search, Family Admin, Founder Follow-ups, School, Client Follow-ups, or a personal project.
Create your first Space.
Add a few loose ends and let Flow365 FollowUp prepare the next step.
Start free