Most installation businesses lose time in the same three places. Repetitive tasks that someone has to remember to create, tools that don’t share data so a person has to bridge the gap, and follow-ups that rely on whoever happens to notice something is overdue. None of that needs to be a human job.
Every time a quote goes out, someone creates a follow-up task. Every time an installation is completed, someone manually updates the status, sends a completion email, and opens the next job. These are the same five steps, in the same order, every time. They’re not complex. They’re just repetitive — and every hour spent on them is an hour that didn’t go toward anything else.
The planning calendar is in one place, the inbox is in another, and the project record is somewhere else entirely. When a meeting is booked in Google Calendar, it doesn’t show on the planning board. When an email arrives about a project, it’s not linked to the project page. Someone manually copies, pastes, and bridges the gap. And when that person is busy, the gap just stays open.
A timesheet needs approval but nobody flagged it. A subsidy document was due last week but the reminder never fired. A quote went out ten days ago and no one followed up because the task was supposed to be in someone’s head. Processes that depend on memory and goodwill work fine when everything is quiet. They fall apart the moment the team is stretched.
OpusFlow’s automation engine lets you define exactly what happens when a project changes status, a form is submitted, or a stock threshold is hit. Tasks get created, emails go out, assignments are made, and statuses update — without anyone triggering them. Chain multiple actions to a single event and build workflows that cover the whole process from first contact to final invoice.
OpusFlow connects directly with Google Workspace and Microsoft 365, pulling calendar events and project-linked emails into the same view as your projects, contacts, and planning board. Your team stops switching between tabs to piece together context, and everyone works from one place. The open API means your other tools can connect too, without manual data bridges in between.
OpusFlow’s automation engine can trigger approval workflows, escalation alerts, and due-date reminders based on real system events, not someone remembering to set a calendar invite. When a timesheet is overdue, a flag fires. When a quote hasn’t had a response in five days, a task gets created. The process runs itself, and nothing gets missed because someone was too busy to notice.
Most installation businesses lose time in the same three places. Repetitive tasks that someone has to remember to create, tools that don’t share data so a person has to bridge the gap, and follow-ups that rely on whoever happens to notice something is overdue. None of that needs to be a human job.
Every time a quote goes out, someone creates a follow-up task. Every time an installation is completed, someone manually updates the status, sends a completion email, and opens the next job. These are the same five steps, in the same order, every time. They’re not complex. They’re just repetitive — and every hour spent on them is an hour that didn’t go toward anything else.
OpusFlow’s automation engine lets you define exactly what happens when a project changes status, a form is submitted, or a stock threshold is hit. Tasks get created, emails go out, assignments are made, and statuses update — without anyone triggering them. Chain multiple actions to a single event and build workflows that cover the whole process from first contact to final invoice.
The planning calendar is in one place, the inbox is in another, and the project record is somewhere else entirely. When a meeting is booked in Google Calendar, it doesn’t show on the planning board. When an email arrives about a project, it’s not linked to the project page. Someone manually copies, pastes, and bridges the gap. And when that person is busy, the gap just stays open.
OpusFlow connects directly with Google Workspace and Microsoft 365, pulling calendar events and project-linked emails into the same view as your projects, contacts, and planning board. Your team stops switching between tabs to piece together context, and everyone works from one place. The open API means your other tools can connect too, without manual data bridges in between.
A timesheet needs approval but nobody flagged it. A subsidy document was due last week but the reminder never fired. A quote went out ten days ago and no one followed up because the task was supposed to be in someone’s head. Processes that depend on memory and goodwill work fine when everything is quiet. They fall apart the moment the team is stretched.
OpusFlow’s automation engine can trigger approval workflows, escalation alerts, and due-date reminders based on real system events, not someone remembering to set a calendar invite. When a timesheet is overdue, a flag fires. When a quote hasn’t had a response in five days, a task gets created. The process runs itself, and nothing gets missed because someone was too busy to notice.
OpusAI agent is built directly into OpusFlow and has full context of everything in your account. Instruct it in plain language to create a project, build a chart, manage planning entries, search across your data in any language, or execute a multi-step task that would normally take ten minutes of clicking. It’s not a search tool and it’s not a chatbot. It takes action – across every module, in a single instruction. Currently rolling out to early adopters, with a broader release to follow based on feedback.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
OpusFlow’s automation engine lets you build trigger-based workflows across every part of the platform. Define an event – a project reaching a new stage, a form being submitted, a stock level dropping below a threshold – and set exactly what happens next. Tasks are created, emails go out, team members get assigned, and statuses update automatically. Chain multiple actions together, add conditional logic to filter by project type or team, and deploy pre-configured automation templates if you want a starting point rather than a blank canvas.
OpusFlow integrates directly with Google Workspace and Microsoft 365, bringing your calendar events and project-linked emails into the platform alongside your projects and planning board. The 2BA catalog integration lets your procurement team search over a million supplier products and sync live pricing without leaving OpusFlow. And for everything else, the open API means you can connect your existing stack – your accounting package, your customer portal, your reporting tools – so data flows between systems rather than sitting in silos waiting to be manually transferred.
OpusFlow is not a quoting tool with a few extras bolted on. It is a full business platform built specifically for sustainable installation companies — with 25+ modules covering everything from your first customer contact to your final invoice. Here is what is included.
Everything you want to know before booking a demo.
OpusAiis an agentic AI built into OpusFlow that can take action, not just answer questions. You can ask it to generate a labour cost report for a specific period, flag timesheets awaiting approval, summarise outstanding purchase orders, or pull a project margin breakdown for a client meeting. Because it has full access to your live OpusFlow data, the outputs are accurate and actionable, not generic summaries. It’s currently rolling out to early adopters, with a broader release to follow.
Both options are available. OpusFlow ships with pre-configured automation templates built around common installation business workflows, which you can deploy immediately and adjust to fit your process. You can also build entirely custom automations from scratch using the rule builder, with full control over triggers, conditions, and chained actions. Most teams start with a template and modify it once they’ve seen how it works in practice.
Yes. A single automation can span multiple modules — for example, when an installation is marked complete in project management, it can trigger an invoice in finance, create a follow-up task for the sales team, and send a completion notification to the customer portal simultaneously. Workflows aren’t limited to one department, and you can build approval chains that route between teams as part of the same sequence.
The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.
OpusFlow currently integrates with Google Workspace, Microsoft 365, Mollie for payment processing, the Dutch 2BA product catalog, Exact and Peppol for accounting and e-invoicing, and AEAT for the Spanish market. For tools not on this list, the open API allows you to build custom integrations and connect OpusFlow to virtually any platform in your existing stack.
No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.
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