Questions before you move a process out of Excel

Flotr replaces the operational workaround built from shared checklists, status spreadsheets, email follow-ups, chat reminders, and disconnected approval records. It does not replace your ERP, CRM, HR system, or file storage.

No. Project tools help plan unique outcomes, timelines, and portfolios. Flotr focuses on recurring operations that need a reliable owner, checklist, due date, approval, exception handling, and history.

An operation is one piece of work that must reach a clear outcome. It can include an owner, assignee, due date, priority, checklist, steps, files, comments, approval, exceptions, reminders, and activity history.

Yes. Flotr can schedule one-time or recurring automations and create operations from a reusable blueprint.

Yes. You can request a simple approval from a reviewer and record blocked work as an exception with severity and context.

Flotr is designed to use AI assistance to help structure operational work and targeted integrations to bring external context into the same workflow. Core decisions remain visible and human-controlled.

Flotr follows a GDPR-aligned approach built around authenticated access, workspace-scoped data, role controls, and traceable changes. Compliance also depends on each organization’s configuration, contracts, retention rules, and operating processes; contact us to review your requirements.

Yes. The Free plan includes one member, 50 active operations, three templates, one active automation, checklists, and reminders. No credit card is required.