Flow

Flow · Ideas for your business

What you can unlock with Flow

Browse practical ways to use Flow which can help automate your business.

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Built around business needsFilter by business areaExports, reports and alerts

Build once. Deliver automatically.Custom reports that simply arrive.

Flow prepares, formats and delivers the same dependable output every time.

A custom sales report out of your POS, automatically.Your team or chosen analysis tool receives the rows it needs in a dependable format.

Ideas for your business

Sales & revenue

Automate detailed sales reporting, supply analysis tools and alert people when a defined condition is met.

Send detailed sales reports automatically

Deliver transactions, refunds and discounts with the relevant location fields.

Report

Export sales with related product details

Include category, supplier and brand fields in each transaction-item row.

Data feed

Send refund and discount reports

Give managers the row-level detail they need for their own review.

Report

Alert on a large refund or manual discount

Tell the right regional manager or finance contact when the value crosses your limit.

Alert

Supply Power BI, Tableau or AI tools

Keep a Google Sheet, database or import service supplied with consistent sales data.

Data feed

The stock records you need, in the format you choose.Purchasing tools receive structured data while genuine exceptions reach the right person.

Ideas for your business

Inventory & products

Keep purchasing and catalogue teams informed without repeated back-office checks.

Send daily low-stock lists

Filter product-stock records by location, supplier, brand or threshold.

Report

Identify negative stock or missing cost price

Catch data problems before they distort purchasing and margin.

Alert

Create rich product feeds

Combine product, category, brand, supplier and stock into one file.

Data feed

Flag overdue purchase orders

Send a daily list of overdue orders to the purchasing team.

Alert

Supply dropship or trading partners

Deliver the exact product and availability format they require.

Data feed

Staff and till data ready for the workflow that uses it.Flow delivers the underlying records and separately flags the conditions you define.

Ideas for your business

Staff & activity

Give managers a consistent view of clocking, till and transaction behaviour.

Export clock-ins for payroll

Send daily or weekly clocking data by location.

Export

Export discounts and refunds with staff details

Join staff, product and location fields into the delivered records.

Report

Alert when an expected till closure is missing

Find the missing closure without checking every site.

Alert

Highlight unusual no-sale or void activity

Route behaviours that may need training or investigation.

Alert

Send staff-linked transaction data

Export transaction items with person, product and date fields for onward analysis.

Export

Keep marketing tools supplied with current POS data.Segmentation and campaign logic stay in Klaviyo; Flow handles the extraction and delivery.

Ideas for your business

Customers & marketing

Move consent, customer and purchase data out of your POS and into the tools that manage marketing activity.

Export customers with purchase context

Include product, category, brand and purchase-date fields for segmentation in your marketing tool.

Data feed

Keep Klaviyo supplied automatically

Schedule customer, product, sales and purchased-item data.

Solution

Send birthday or anniversary lists

Help teams make timely, personal contact.

Report

Create consent-aware marketing lists

Include marketing preference fields in the delivered audience.

Data feed

Export customers with credit balances

Give finance or customer service the relevant customer records for follow-up.

Export

Dependable finance data, delivered into your process.Flow supplies the records; reconciliation and analysis remain in your finance tools.

Ideas for your business

Finance & compliance

Deliver consistent POS transaction, till and tender data into established finance workflows.

Automate bookkeeping exports

Schedule consistent sales and transaction detail for finance.

Export

Send end-of-day reports by till

Include expected, actual, tender and variance detail.

Report

Keep copies outside your POS

Deliver scheduled copies of important records for continuity.

Data feed

Monitor missing or inconsistent financial fields

Catch records that could affect tax or margin reporting.

Alert

Maintain an export history

Keep evidence of what ran, when and where it was delivered.

Control

Flow gets POS data to the tools that use it.Power BI, Tableau, databases and AI tools handle the analysis after delivery.

Ideas for your business

Dashboards, integrations & data tools

Keep the tools that analyse, store or act on POS data supplied with structured exports.

Send customised data emails

Choose the fields and timing, add your own text, and include an inline table or attachment.

Export

Supply Power BI, Tableau or a data store

Deliver structured data through Google Sheets, FTP or an import service such as EasyCSV.

Data feed

Prepare files for another platform

Control column names, order and formatting for the destination.

Data feed

Create reusable export setups

Keep daily, weekly or monthly data delivery consistent.

Template

Download POS data for AI tools

Create consistent CSV, JSON or XML for analysis outside Flow.

Export

Found an idea that sounds like your process?

Start with the closest template, then adjust its fields, filters, timing and delivery to match your process.

Browse Flow templates →See Flow pricing →