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Description
FlowRunner enables the execution of your Salesforce Screen Flows directly within Outlook and Gmail. As soon as users access an email, the appropriate records automatically appear based on the rules you set up. The flows are initiated with email context already filled in, eliminating the need for copy-pasting or switching between tabs. This way, your team can adhere to established processes without ever leaving their inboxes.
Key Features
- Screen Flows in the inbox: Execute any Screen Flow straight from Outlook or Gmail, with pre-filled inputs including sender, subject, and email content.
- Smart record lookup: The necessary Salesforce records become visible the instant an email is opened, aligned with customizable rules for each team or user.
- Admin control: Determine which users have access to specific Flows.
- No new automation tool: FlowRunner operates using the Flows you have already created. If you know how to build a Screen Flow, you are already equipped to use FlowRunner effectively.
- Works with your existing setup: Your standard and custom objects, validation rules, and business logic remain intact and unchanged. Additionally, this seamless integration allows for a smoother workflow experience across your organization.
Description
Harold serves as a versatile automation solution for both modern and traditional ERP systems, aiming to prevent erroneous data from infiltrating businesses. It processes documents by extracting, verifying, and correcting them prior to their integration into dependent systems. Unlike most document processing tools that merely pull data, Harold ensures accuracy by addressing issues such as missing fields, incorrect totals, erroneous VAT rates, invalid supplier IDs, and the need for manual verification, all before they disrupt downstream operations. By utilizing AI, it can gather information from various document types like invoices, receipts, purchase orders, and statements, while automated rules confirm the accuracy of the data, ensuring that only clean, validated information is transmitted directly to an ERP system, accounting software, or through a Zapier integration. Users have the convenience of uploading documents or sending them to a dedicated Harold inbox; once received, Harold meticulously extracts essential information such as headers, totals, line items, and references into a structured format, automatically performing checks and addressing any discrepancies before the data is exported. The result is that data can be seamlessly delivered in formats like CSV, Excel, ERP outputs, or through automated workflows in Zapier, making Harold an invaluable tool for maintaining data integrity and efficiency in business operations.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
Google Sheets
Microsoft Excel
Microsoft Outlook
Salesforce
Zapier
Integrations
Gmail
Google Sheets
Microsoft Excel
Microsoft Outlook
Salesforce
Zapier
Pricing Details
14 day free trial, $20/month
Free Trial
Free Version
Pricing Details
$25.11 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FlowRunner
Founded
2025
Country
Netherlands
Website
flow-runner.com
Vendor Details
Company Name
Harold
Country
United Kingdom
Website
useharold.com
Product Features
Product Features
Alternatives
No Alternatives