Stop Losing Hours Translating Client Calls Into Tasks
CardFlow uses AI to automatically turn your Gong and Zoom calls into Trello cards, Monday tasks, and Asana projects—so nothing falls through the cracks.
10+
Hours saved weekly
95%
AI accuracy
30min
Setup time
Client Strategy Call
Processing transcript...
Action Items Detected:
Update homepage hero copy
Assigned to: Design Team • Due: Jan 18
Schedule follow-up call
Assigned to: Account Manager • Due: Jan 20
Review Q1 analytics report
Assigned to: Analytics • Due: Jan 22
3 cards created automatically
Integrates with your existing tools
The $60,000 Problem
Every year, agencies lose tens of thousands of dollars to poor call documentation and scope creep. Here's what the data shows:
57%
of agencies lose $1K-$5K per month to unbilled scope creep
1-4 hrs
spent manually documenting every client call
44%
of meeting action items never get completed
Verbal agreements get lost
Clients say things on calls that never make it to your project board. Weeks later, there's no record of what was actually agreed upon.
Manual documentation kills productivity
Your team spends more time writing meeting notes and creating tasks than actually doing the work clients are paying for.
Scope creep bleeds revenue
Without a paper trail, 'just one more thing' becomes the norm. You're doing work you never quoted for—and can't bill for.
From Call to Card in 3 Steps
CardFlow automates the entire workflow from client conversation to actionable project task—no manual work required.
Connect Your Tools
Link CardFlow to Gong, Zoom, and your project management tools in minutes. No complex setup required.
AI Listens & Learns
Our AI analyzes every call in real-time, identifying action items, decisions, commitments, and key context.
Cards Created Automatically
Tasks appear in the right project board, assigned to the right person, with full context from the call.
Built for Agencies
Every feature is designed to solve the real problems agencies face when managing client relationships and projects.
Project-Aware Routing
Tasks automatically go to the right client board based on call context. No more manual sorting.
Intelligent Assignment
AI learns who handles what and assigns tasks to the right team member based on role and expertise.
Duplicate Detection
Won't create a card if a similar task already exists—updates it instead to keep your boards clean.
Scope Tracking
Flags when clients request items outside the original agreement. Never miss out-of-scope work again.
Multi-Client Workspaces
Keep client data separate with dedicated project contexts. Perfect for agencies managing multiple accounts.
Full Transcript Attached
Every card links back to the exact moment in the call for full context. No more 'what did they mean?'
Works With Your Existing Stack
CardFlow connects to the tools you already use. No need to change your workflow—we fit right in.
Gong
Call Recording
Zoom
Video Meetings
Trello
Project Management
Monday.com
Work Management
Asana
Task Management
HubSpot
CRM
Slack
Communication
More integrations coming soon
Request your favorite tools and we'll prioritize them.
Join the Pilot Program
CardFlow is currently in private beta with select agency partners. Join now to shape the future of call-to-task automation.
Apply for Early AccessPriority access to new features
Be the first to try new integrations and capabilities
Direct input on the product roadmap
Your feedback shapes what we build next
Exclusive early-adopter pricing
Lock in special rates for life
White-glove onboarding and support
We'll personally help you get set up
Frequently Asked Questions
Everything you need to know about CardFlow
Still have questions?
Get in touch with our team →See CardFlow in Action
Book a personalized demo and see how CardFlow can save your agency 10+ hours per week. We'll show you exactly how it works with your existing tools.
What to expect in your demo:
- Live walkthrough with your actual use case
- Q&A with our product team
- Custom integration recommendations
- Pilot program pricing discussion