Does the Caflou agent actually execute tasks?

Yes. It does not just suggest changes; it performs the work by interacting with Caflou and your other tools to complete tasks like creating records or sending messages.

How is this different from native Caflou AI?

Native AI often focuses on insights within the app. DoMyWork agents bridge the gap, executing multi-step actions across Caflou and 1,500+ other platforms.

Is this better than Zapier for Caflou automation?

Zapier requires building rigid logic. With DoMyWork, you describe the goal in plain English, and the agent handles the multi-step intelligence required to execute it.

Can the agent monitor Caflou for me?

Yes, you can set up agents on autopilot to watch for specific triggers in Caflou, such as new projects or status changes, and act on them instantly.

Is my Caflou data safe with DoMyWork?

We prioritise security. The agent only accesses the data necessary to perform the specific tasks you authorise, following strict data protection standards.

Can the agent connect Caflou to multiple apps at once?

Absolutely. One instruction can trigger a chain of actions across Caflou, your CRM, your accounting software, and your communication tools simultaneously.

AI Agent for Caflou

Manage projects, track time, and handle cash flow across your business automatically. DoMyWork AI agents work with Caflou and 1,500+ apps to turn fragmented data into clear business outcomes.

Summarise project progress from Caflou and post to Slack

Create a new project in Caflou from this email

Find overdue tasks in Caflou and email the owners

Calculate total billable hours for this month in Caflou

Add expenses from my spreadsheet to Caflou

Sync completed milestones to my Google Calendar

Agent for

Caflou

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your Caflou data into decisions and business actions

Update project status, calculate billable time, sync expenses, and notify your team.

Summary posted to #projects

Clean up the project tasks that nobody touched last month

"Find all tasks in Caflou marked active but not updated in 30 days. Draft a status check email in Gmail for each owner and list them in a Google Sheet."

Send Message

Sync all completed project expenses to your accounting software

"Identify all expenses marked as approved in Caflou from this week and export them to Xero for processing."

Send Message

Find the projects currently missing a budget allocation

"Scan Caflou for active projects without a budget assigned and list them in a Slack channel for the team."

Send Message

Summarise time logs for the last quarter

"Extract all time entries from Caflou for the last 3 months, group by project, and generate a PDF report."

Send Message

Check for duplicate contacts across Caflou and your CRM

"Compare contacts in Caflou against HubSpot, identify duplicates by email, and merge them."

Send Message

Got a different task in mind? Describe it

Send Message

Find overdue milestones before they impact the timeline

"List all milestones in Caflou past their due date and calculate the days delayed for each."

Send Message

Create a weekly project health report

"Pull task completion rates from Caflou and draft a summary email for stakeholders."

Send Message

Assign unallocated tasks to available team members

"Look at team capacity in Caflou and reassign tasks that have no owner."

Send Message

Draft project updates from meeting notes

"Take notes from my Google Doc and update the project description in Caflou."

Send Message

Identify bottlenecks in the current project phase

"Analyse task durations in Caflou to find which steps are taking longer than planned."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile billable hours against project invoices

"Compare hours logged in Caflou with invoiced amounts in QuickBooks to find discrepancies."

Send Message

Flag expenses exceeding the project budget

"Scan Caflou expenses and alert me to any project that has spent over 90% of its budget."

Send Message

Generate a list of unpaid invoices for this month

"Pull all issued invoices from Caflou and list those that are overdue."

Send Message

Calculate total resource costs per project

"Multiply hourly rates by time logged in Caflou to get total project costs."

Send Message

Export monthly cash flow data for the board

"Summarise all income and expense entries from Caflou into a formatted spreadsheet."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of company-wide productivity

"Summarise total active projects and overall task completion rate from Caflou."

Send Message

Identify the most profitable projects this year

"Calculate profit margins for every project in Caflou and rank them."

Send Message

Review team resource allocation

"Show me which team members have the highest task load in Caflou."

Send Message

Draft a company update based on project wins

"Find all projects marked 'Complete' in Caflou this week and write a newsletter update."

Send Message

Check the status of strategic initiatives

"Filter Caflou for projects tagged 'Strategic' and give me a progress summary."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Caflou AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Caflou AI Agent

🛸 Autopilot

Act on business data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, update project statuses, and alert your team before delays build up.

Setting up an autopilot is too easy

New project is created in Caflou

Describe...

1. Route new project requests to the right manager

WhenNew project is created in Caflou

Then

Read the project scope, assign it to the correct department head based on keywords, and notify them in Slack.

Put on Autopilot

2. Flag expenses that exceed budget limits

WhenNew expense is added in Caflou

Then

Check if the expense puts the project over budget and send an urgent alert to the Finance team.

Put on Autopilot

3. Sync completed tasks to your project dashboard

WhenTask is completed in Caflou

Then

Update the status in your Notion project tracker and notify the project lead.

Put on Autopilot

4. Notify the team of upcoming deadlines

WhenEvery Monday at 08:00 AM

Then

Scan Caflou for tasks due this week and post a summary to the team Slack channel.

Put on Autopilot

5. Archive completed projects automatically

WhenProject status is changed in Caflou

Then

If status is 'Done', move project files to Google Drive and archive the project.

Put on Autopilot

1. Catch task delays before they impact milestones

WhenTask is updated in Caflou

Then

If the new deadline is later than the milestone date, alert the project lead.

Put on Autopilot

2. Update project status from meeting minutes

WhenNew email is received in Gmail

Then

If the email is a project update, parse the content and update the project notes in Caflou.

Put on Autopilot

3. Remind team members of pending tasks

WhenEvery day at 09:00 AM

Then

Find tasks due today in Caflou and send a gentle reminder to the owner via Slack.

Put on Autopilot

4. Log time automatically from calendar events

WhenNew event is created in Google Calendar

Then

If the event is client-related, log the duration as time in the associated Caflou project.

Put on Autopilot

5. Escalate high-priority issues

WhenTask is created in Caflou

Then

If priority is 'High', create a ticket in Jira and notify the team in Slack.

Put on Autopilot

1. Track invoice payments in real-time

WhenNew payment is received in Stripe

Then

Find the matching invoice in Caflou and mark it as paid.

Put on Autopilot

2. Warn about low project profitability

WhenNew time entry is added in Caflou

Then

Calculate the updated project cost and alert the PM if margin drops below 20%.

Put on Autopilot

3. Archive tax-related receipts

WhenNew email is received in Gmail

Then

If the email contains an invoice, save the attachment to Google Drive and log the expense in Caflou.

Put on Autopilot

4. Send payment reminders for overdue invoices

WhenEvery Monday at 09:00 AM

Then

Check Caflou for overdue invoices and send a polite reminder email to the client.

Put on Autopilot

5. Update budget reports weekly

WhenEvery Friday at 05:00 PM

Then

Export all project financials from Caflou to a Google Sheet for the weekly review.

Put on Autopilot

1. Get a daily summary of project wins

WhenEvery day at 06:00 PM

Then

Summarise all projects marked 'Complete' in Caflou and email me the list.

Put on Autopilot

2. Monitor strategic project progress

WhenTask is completed in Caflou

Then

If the project is tagged 'Strategic', update a status dashboard in Google Sheets.

Put on Autopilot

3. Detect potential resource gaps

WhenNew project is created in Caflou

Then

Check if the required skills are available in the team and alert me if we need to hire.

Put on Autopilot

4. Track client satisfaction on project completion

WhenProject status is changed in Caflou

Then

If status is 'Done', send a feedback survey via Typeform to the client.

Put on Autopilot

5. Stay informed on large budget changes

WhenProject budget is updated in Caflou

Then

If the budget change is over 10%, send me a Slack message with the details.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Caflou

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Vendor Onboarding Playbook

FormCollect data with form

1. Enter Vendor Details

Enter Vendor Details

Fill fields below 👇

Vendor Name *

Email *

AI AgentExecute agent from playbook

2. Validate Vendor

Agent

Validate {{Vendor Name}} and check if they are a legitimate business.

Complete in a clickSend data to 1500+ apps

3. Create Caflou Record

Create ContactinCaflou

4. Notify Finance

Send MessageinSlack

New Vendor Onboarding Playbook

Collect vendor info, create project, and notify finance.

Clone This Playbook

Expense Approval Playbook

Review and approve project expenses.

Clone This Playbook

Resource Allocation Playbook

Assign tasks based on capacity.

Clone This Playbook

Project Cleanup Playbook

Archive old project files.

Clone This Playbook

Client Feedback Playbook

Send survey after project completion.

Clone This Playbook

Milestone Review Playbook

Review project milestones.

Clone This Playbook

Task Prioritisation Playbook

Reorder tasks by urgency.

Clone This Playbook

Meeting Summary Playbook

Log meeting outcomes.

Clone This Playbook

Risk Assessment Playbook

Identify potential delays.

Clone This Playbook

Team Capacity Playbook

Check workload.

Clone This Playbook

Invoice Reconciliation Playbook

Match payments to invoices.

Clone This Playbook

Budget Tracking Playbook

Monitor spending.

Clone This Playbook

Tax Receipt Playbook

Log tax receipts.

Clone This Playbook

Payroll Prep Playbook

Prepare payroll data.

Clone This Playbook

Cash Flow Forecast Playbook

Predict cash flow.

Clone This Playbook

Strategic Review Playbook

Review key initiatives.

Clone This Playbook

Company Health Playbook

Get high-level metrics.

Clone This Playbook

Client Win Playbook

Celebrate project success.

Clone This Playbook

Resource Needs Playbook

Identify hiring needs.

Clone This Playbook

Project Profitability Playbook

Review project margins.

Clone This Playbook

1500+ App Integrations

Connect Caflou + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Raisely

Elastic Email

LeadDyno

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

BrowserAct

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New project is created in Caflou

Then

Recurring Work on autopilot

Autopilot

Project Onboarding

Enter project details

Setup resources

Notify team

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Caflou

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Caflou AI Agent

It is an autonomous agent that connects to Caflou to execute tasks like updating projects, logging time, and managing financials across your other apps without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Caflou

Turn your Caflou data into decisions and business actions

Clean up the project tasks that nobody touched last month

Sync all completed project expenses to your accounting software

Find the projects currently missing a budget allocation

Summarise time logs for the last quarter

Check for duplicate contacts across Caflou and your CRM

Got a different task in mind? Describe it

Find overdue milestones before they impact the timeline

Create a weekly project health report

Assign unallocated tasks to available team members

Draft project updates from meeting notes

Identify bottlenecks in the current project phase

Got a different task in mind? Describe it

Reconcile billable hours against project invoices

Flag expenses exceeding the project budget

Generate a list of unpaid invoices for this month

Calculate total resource costs per project

Export monthly cash flow data for the board

Got a different task in mind? Describe it

Get a high-level view of company-wide productivity

Identify the most profitable projects this year

Review team resource allocation

Draft a company update based on project wins

Check the status of strategic initiatives

Got a different task in mind? Describe it

How Does a Caflou AI Agent Work

Act on business data the moment it changes — with agents on autopilot

1. Route new project requests to the right manager

2. Flag expenses that exceed budget limits

3. Sync completed tasks to your project dashboard

4. Notify the team of upcoming deadlines

5. Archive completed projects automatically

1. Catch task delays before they impact milestones

2. Update project status from meeting minutes

3. Remind team members of pending tasks

4. Log time automatically from calendar events

5. Escalate high-priority issues

1. Track invoice payments in real-time

2. Warn about low project profitability

3. Archive tax-related receipts

4. Send payment reminders for overdue invoices

5. Update budget reports weekly

1. Get a daily summary of project wins

2. Monitor strategic project progress

3. Detect potential resource gaps

4. Track client satisfaction on project completion

5. Stay informed on large budget changes

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Vendor Onboarding Playbook

Expense Approval Playbook

Resource Allocation Playbook

Project Cleanup Playbook

Client Feedback Playbook

Milestone Review Playbook

Task Prioritisation Playbook

Meeting Summary Playbook

Risk Assessment Playbook

Team Capacity Playbook

Invoice Reconciliation Playbook

Budget Tracking Playbook

Tax Receipt Playbook

Payroll Prep Playbook

Cash Flow Forecast Playbook

Strategic Review Playbook

Company Health Playbook

Client Win Playbook

Resource Needs Playbook

Project Profitability Playbook

Connect Caflou + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Caflou AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Caflou AI Agent