FlowAI & Ask AI
Asking FlowAI About Clients, Projects & Revenue
Query your studio database in plain English to extract financial insights, project bottleneck audits, and client payment trends.
You shouldn’t have to manually export CSVs and run pivot tables just to know your top client or calculate your average hourly yield. With FlowAI, you can interrogate your studio data using simple, natural language.
Example queries and workflows
- Open the FlowAI drawer by clicking the sparkles icon or pressing `Cmd/Ctrl + J`.
- Financial queries: Ask "What is my total uncollected revenue right now across all clients?"
- Client history queries: Ask "When was the last time I spoke with Sarah from Acme Corp, and do they have any open invoices?"
- Project status queries: Ask "List all tasks currently sitting in the In Review column that are waiting on client feedback."
- Time tracking queries: Ask "How many billable hours did I log on the FinTech App project this week?"
- FlowAI returns a formatted breakdown with direct links to the relevant client, invoice, or project pages.
Sample high-impact FlowAI prompts
| Business question | Exact prompt to type | Output received |
|---|---|---|
| Cash flow check | "Show my revenue collected this month and list open invoices due next week." | Summary totals + bulleted invoice list with amounts. |
| Client health audit | "Which clients have not had any touchpoints or projects in the last 45 days?" | List of inactive client names with 1-click email links. |
| Rate realization | "What was my average realized hourly rate on the Mobile Redesign project?" | Total project fee divided by total logged hours. |
| Overdue escalation | "Draft an urgent reminder for the oldest overdue invoice in my account." | Pre-filled professional message with invoice link. |
Power query tips
- Monday morning planning: Start every week by asking FlowAI: "Give me a 3-bullet summary of my top priorities, approaching deadlines, and expected receivables this week."
- Tax prep assistance: Ask "Summarize all payments received between April 1 and March 31 grouped by client" to prepare your annual tax return numbers.
- Quick navigation: Ask "Take me to Acme Corp" or "Open Invoice #15" and FlowAI will provide an immediate navigation link.
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