Industry Solutions

Built for the World's Most Demanding Workflows

FlowDrafts isn't just a mail merge tool. It is a native automation engine designed for professionals who cannot compromise on security or scale.

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Browse by Mission-Critical Workflow

Discover how leading firms automate their most sensitive communication loops.

Investment Banking Automation Guides

Tailored Outlook workflows for Investment Banking professionals.

Workflow Guide

Document Distribution

Eliminate manual attachment errors with row-level validation.

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Workflow Guide

Deal Sourcing

Manage high-volume teaser outreach without sacrificing personalization.

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Workflow Guide

NDA Management

Distribute and track unique NDAs within your firewall.

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Investment Banking Deal Sourcing Outlook AutomationInvestment Banking NDA Management Outlook AutomationInvestment Banking Document Distribution Outlook AutomationReal Estate Portfolio Updates Outlook AutomationReal Estate Investor Reporting Outlook AutomationReal Estate Mass Personalized Invoicing Outlook AutomationReal Estate Contract Renewal Outlook AutomationReal Estate Partner Communications Outlook AutomationVenture Capital Deal Sourcing Outlook AutomationVenture Capital NDA Management Outlook AutomationVenture Capital Document Distribution Outlook AutomationVenture Capital Investor Reporting Outlook AutomationRecruitment Candidate Outreach Outlook AutomationRecruitment Benefit Announcements Outlook AutomationRecruitment Client Onboarding Outlook AutomationRecruitment Project Updates Outlook AutomationLegal Services NDA Management Outlook AutomationLegal Services Compliance Notices Outlook AutomationLegal Services Document Distribution Outlook AutomationLegal Services Contract Renewal Outlook AutomationLegal Services Client Onboarding Outlook AutomationLegal Services Fee Disclosures Outlook AutomationSaaS Sales Client Onboarding Outlook AutomationSaaS Sales Contract Renewal Outlook AutomationSaaS Sales Partner Communications Outlook AutomationSaaS Sales Project Updates Outlook AutomationSaaS Sales Mass Personalized Invoicing Outlook AutomationFinancial Consulting Client Onboarding Outlook AutomationFinancial Consulting Contract Renewal Outlook AutomationFinancial Consulting Partner Communications Outlook AutomationFinancial Consulting Project Updates Outlook AutomationFinancial Consulting Mass Personalized Invoicing Outlook AutomationSupply Chain Partner Communications Outlook AutomationSupply Chain Project Updates Outlook AutomationSupply Chain Compliance Notices Outlook AutomationSupply Chain Document Distribution Outlook AutomationPublic Relations Client Onboarding Outlook AutomationPublic Relations Contract Renewal Outlook AutomationPublic Relations Partner Communications Outlook AutomationPublic Relations Project Updates Outlook AutomationPublic Relations Mass Personalized Invoicing Outlook AutomationHealthcare Admin Document Distribution Outlook AutomationHealthcare Admin Compliance Notices Outlook AutomationHealthcare Admin Project Updates Outlook AutomationHealthcare Admin Partner Communications Outlook AutomationNon-Profit Partner Communications Outlook AutomationNon-Profit Project Updates Outlook AutomationNon-Profit Compliance Notices Outlook AutomationNon-Profit Document Distribution Outlook AutomationAccount Management Client Onboarding Outlook AutomationAccount Management Contract Renewal Outlook AutomationAccount Management Partner Communications Outlook AutomationAccount Management Project Updates Outlook AutomationAccount Management Mass Personalized Invoicing Outlook AutomationProperty Management Portfolio Updates Outlook AutomationProperty Management Investor Reporting Outlook AutomationProperty Management Mass Personalized Invoicing Outlook AutomationProperty Management Contract Renewal Outlook AutomationProperty Management Partner Communications Outlook AutomationAudit NDA Management Outlook AutomationAudit Compliance Notices Outlook AutomationAudit Document Distribution Outlook AutomationAudit Contract Renewal Outlook AutomationAudit Client Onboarding Outlook AutomationAudit Fee Disclosures Outlook AutomationCompliance NDA Management Outlook AutomationCompliance Compliance Notices Outlook AutomationCompliance Document Distribution Outlook AutomationCompliance Contract Renewal Outlook AutomationCompliance Client Onboarding Outlook AutomationCompliance Fee Disclosures Outlook AutomationTax Advisory NDA Management Outlook AutomationTax Advisory Compliance Notices Outlook AutomationTax Advisory Document Distribution Outlook AutomationTax Advisory Contract Renewal Outlook AutomationTax Advisory Client Onboarding Outlook AutomationTax Advisory Fee Disclosures Outlook AutomationWealth Management Deal Sourcing Outlook AutomationWealth Management NDA Management Outlook AutomationWealth Management Document Distribution Outlook AutomationWealth Management Investor Reporting Outlook AutomationHR Operations Candidate Outreach Outlook AutomationHR Operations Benefit Announcements Outlook AutomationHR Operations Client Onboarding Outlook AutomationHR Operations Project Updates Outlook AutomationCorporate Development Deal Sourcing Outlook AutomationCorporate Development NDA Management Outlook AutomationCorporate Development Document Distribution Outlook AutomationInvestor Relations Deal Sourcing Outlook AutomationInvestor Relations NDA Management Outlook AutomationInvestor Relations Document Distribution Outlook AutomationInvestor Relations Investor Reporting Outlook AutomationExecutive Search Candidate Outreach Outlook AutomationExecutive Search Benefit Announcements Outlook AutomationExecutive Search Client Onboarding Outlook AutomationExecutive Search Project Updates Outlook AutomationFamily Offices Deal Sourcing Outlook AutomationFamily Offices NDA Management Outlook AutomationFamily Offices Document Distribution Outlook AutomationFamily Offices Investor Reporting Outlook AutomationClinical Research Document Distribution Outlook AutomationClinical Research Compliance Notices Outlook AutomationClinical Research Project Updates Outlook AutomationClinical Research Partner Communications Outlook AutomationInsurance Brokerage Client Onboarding Outlook AutomationInsurance Brokerage Contract Renewal Outlook AutomationInsurance Brokerage Partner Communications Outlook AutomationInsurance Brokerage Project Updates Outlook AutomationInsurance Brokerage Mass Personalized Invoicing Outlook AutomationPrivate Equity Deal Sourcing Outlook AutomationPrivate Equity NDA Management Outlook AutomationPrivate Equity Document Distribution Outlook AutomationPrivate Equity Investor Reporting Outlook Automation