Setup assistant
Tell it about your company in plain words; it plans departments, offices, holidays, leave, work week, payroll and expenses for you to confirm.
How it works
Say “we're 40 people in Bangalore and Pune, 5-day week, 9:30 to 6:30, 12 casual and 12 sick leaves, salaries on the last working day”. For the modules your company uses, it plans departments and designations, offices, holiday lists (public holidays on fixed dates per state; festival dates are asked), leave types, weekly offs and the shift, the pay schedule, PF, ESI and professional tax, and expense categories, limits and approvals. It shows what it will create and what you already have, asks short questions for anything missing (it never guesses statutory details) and applies each section only when you confirm it. Settings you already have are kept unless you choose to change them. Only company admins can use it.
About 1–2 credits per plan; answering questions and confirming sections is free
What it reads
- Which modules your company uses and its offices
- What People, Attendance, Payroll and Expense already have set up
When it starts
- When you ask it, or the Employee assistant asks it for you on web or WhatsApp
What it can do
- Create departments, offices, holidays, leave types, weekly offs, shifts, payroll and expense settings as you (after you confirm)
- Change a setting you already have, only where you chose change (after you confirm)
What it never does
- Guess PF, ESI or professional tax registration details, or overwrite a setting silently
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Setup assistant do?
Say “we're 40 people in Bangalore and Pune, 5-day week, 9:30 to 6:30, 12 casual and 12 sick leaves, salaries on the last working day”. For the modules your company uses, it plans departments and designations, offices, holiday lists (public holidays on fixed dates per state; festival dates are asked), leave types, weekly offs and the shift, the pay schedule, PF, ESI and professional tax, and expense categories, limits and approvals. It shows what it will create and what you already have, asks short questions for anything missing (it never guesses statutory details) and applies each section only when you confirm it. Settings you already have are kept unless you choose to change them. Only company admins can use it.
Can the Setup assistant change data on its own?
No. It asks a person to confirm before it will: create departments, offices, holidays, leave types, weekly offs, shifts, payroll and expense settings as you; change a setting you already have, only where you chose change. It never does the following: guess pf, esi or professional tax registration details, or overwrite a setting silently.
How much does the Setup assistant cost?
About 1–2 credits per plan; answering questions and confirming sections is free. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Takes your spreadsheet of employees, leave balances, salaries, payroll YTD or opening balances, checks every row and imports it on your Confirm.
Reviews who can sign in and what they can see: people who left, unused accounts, outside and shared accounts, broad roles and tokens that never expire.
Answers “How do I…?” from the flowwork help guide in a few steps and opens the right screen. It only shows screens you already have access to.