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Dashboard
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Dashboard

Real-time overview of your automation performance this month.

Hours Saved
127
+18% vs last month
Tasks Automated
3,482
+24% vs last month
Active Workflows
4
Steady
Error Rate
0.3%
Healthy
Hours Saved
Weekly breakdown this month
24 hrs
W1
33 hrs
W2
29 hrs
W3
41 hrs
W4
Task Distribution
Lead Intake 60%
Invoicing 25%
Reports 10%
Scheduling 5%

Flowzi Suggestion: Automate Your Onboarding Emails

Based on your CRM data, 60% of new leads are manually onboarded. Automating this could save ~15 hours/month. Want us to set it up?

Recent Activity
Live feed
Lead Intake workflow processed 42 new submissions
2 hours ago
Weekly Performance Report delivered to team@acmecorp.com
Monday at 8:00 AM
Invoice Reminder sent to 12 clients (3 pre-due, 2 due today, 7 past due)
Yesterday at 9:00 AM
Social Media Scheduler paused — awaiting content calendar update
Mar 30, 2026
New workflow deployed: Appointment Booking & Confirmation
Mar 28, 2026

Workflows

All automations managed by PoweredbyFlowzi for your business.

Lead Intake & CRM Sync
Active
New form submissions are validated, added to your CRM, and trigger a personalized welcome email.
1,204Runs this month
99.8%Success rate
48 hrsTime saved
Lead Follow-Up Sequence
Active
Auto-sends follow-up emails at day 1 and day 3 for new leads that haven't responded.
312Runs this month
100%Success rate
22 hrsTime saved
Invoice Payment Reminders
Active
Sends reminders at -3, 0, and +7 days from due date. Escalates overdue invoices.
89Runs this month
100%Success rate
12 hrsTime saved
Weekly Performance Report
Active
Compiles KPIs every Monday from connected tools and delivers a formatted summary report.
4Runs this month
100%Success rate
8 hrsTime saved
Appointment Booking
Active
Booking form triggers confirmation email, calendar sync, and day-before reminder.
156Runs this month
99.4%Success rate
18 hrsTime saved
Social Media Scheduler
Paused
Queues and publishes posts across LinkedIn and Instagram from your content calendar.
0Runs this month
—Paused
0 hrsTime saved

Analytics

Track the measurable impact of your automations over time.

Total Hours Saved
843
All time
Total Tasks Automated
22,140
All time
Avg. Success Rate
99.6%
Excellent
Est. Cost Savings
$18,400
Based on $75/hr avg
Monthly Performance
Hours saved per month over 6 months
68 hrs
Nov
102 hrs
Dec
124 hrs
Jan
146 hrs
Feb
176 hrs
Mar
127 hrs (MTD)
Apr
ROI Summary
Monthly retainer $1,200
Hours saved this month 127 hrs
Value of time saved (@$75/hr) $9,525
Net monthly savings $8,325
Return on investment 7.9x

Optimization Opportunity

Your appointment booking workflow has a 0.6% failure rate on reminder emails. This appears to be caused by invalid phone numbers in 3 records. Cleaning these up would bring success rate to 100%.

System Audit

Automated health check of all your workflows and data — visual proof that everything is running as promised.

Overall Health Score
94
out of 100
Grade: A

Last audit: Today at 6:00 AM • Next: Tomorrow at 6:00 AM

Audit Summary
11
Checks Passed
1
Warnings
0
Failures
5
Active Workflows
Detailed Audit Checklist
Auto-generated daily at 6:00 AM
  • All workflow credentials are valid and encrypted PASS
  • Data isolation verified — no cross-client data leakage PASS
  • All API connections responding (Airtable, Brevo, Google Sheets) PASS
  • HTTPS/TLS active on all endpoints PASS
  • Lead Intake & CRM Sync — 1,204 runs, 99.8% success PASS
  • Lead Follow-Up Sequence — 312 runs, 100% success PASS
  • Invoice Payment Reminders — 89 runs, 100% success PASS
  • Weekly Performance Report — 4 runs, 100% success PASS
  • Appointment Booking — 156 runs, 99.4% success (1 failure: invalid phone format) WARN
  • No unauthorized access attempts detected PASS
  • Email deliverability rate: 98.7% (Brevo) PASS
  • Data backup completed successfully PASS

Audit Recommendation

1 appointment booking failure traced to an invalid phone number format in record #APT-0142. Clean this record to achieve 100% across all workflows. Everything else is running as intended — your automations are delivering the value you're paying for.

Billing

Your current plan, payment history, and account details.

Growth Plan
$1,200/month
Up to 6 active workflows
Real-time analytics portal
Daily automated audits
Priority support (24hr)
Proactive optimization
Unlimited workflow runs
Next Payment
May 1, 2026
Setup Fee
$200 Paid
Account Since
Nov 2025
Payment History
Date Description Amount Status
Apr 1, 2026Monthly Retainer$1,200Paid
Mar 1, 2026Monthly Retainer$1,200Paid
Feb 1, 2026Monthly Retainer$1,200Paid
Nov 15, 2025Setup Fee$200Paid

Support

We're here to help. Reach out anytime.

Contact Your Advisor

Questions about workflows or want to add new automations?

Email: support@poweredbyflowzi.com
Response time: Within 24 hours

Request New Automation

Spotted a manual process that could be automated? Let us know and we'll scope it out — usually within 48 hours we'll have a demo ready for your review.

Frequently Asked Questions
How do I request a new automation? ▾
Email us or mention it during your next check-in. We'll scope it, show you a demo, and get it live — usually within 48 hours for simple workflows.
Can I pause or resume a workflow? ▾
Yes — any workflow can be paused or resumed at any time. Just let your advisor know, or request it through support.
How is "hours saved" calculated? ▾
We estimate the manual time each task would take (based on your discovery call baseline) and multiply by the number of successful runs. You can see the per-workflow breakdown on the Workflows page.
What happens if a workflow errors? ▾
We're automatically notified of any failures. Most issues are resolved within hours. You'll see the error logged in your activity feed, and the audit page will flag it with details.
How is my data protected? ▾
All credentials are encrypted at rest. Your data is isolated from all other clients. Everything travels over HTTPS. We run daily automated audits to verify. Full details are in your Data Processing Agreement.
Can I export my data? ▾
Yes — at any time. Request an export via support and we'll deliver your data in CSV/JSON format within 7 business days.

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