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What is a Room?

Learn what a Room is, how it’s used to guide customers, what content it can include, and how it connects to workflows and automation.

Delia Barbat avatar
Written by Delia Barbat
Updated this week

A Room is where your process meets your customer.

Instead of sending documents, links, and reminders across emails and other tools, you build a branded Room that keeps everything in one place:

✅ Content, steps, and forms
✅ Next actions and timelines
✅ And, if you choose, automation behind the scenes

It’s not just a place to share information. It’s where your customer journey happens.


Why Rooms matter

Rooms help you:

  • Structure your customer-facing journeys

  • Centralize communication and next steps

  • Keep teammates and stakeholders aligned

  • Track engagement in real time

  • Personalize the experience without extra work

Think of it like a command center your customer actually wants to visit.

What goes inside a Room

You can customize your Room with whatever materials fit your process.
It can be rich and structured, or incredibly simple.

Some Rooms are just one video or one PDF. Others include full onboarding checklists, calendars, and forms.

What matters isn’t how much you add, but what happens around the Room.

Most Rooms include a mix of:

  • 📄 Files (PDFs, slides, proposals)

  • 🎥 Embedded videos (demo recordings, intros)

  • 📅 Calendars (embedded scheduling links)

  • 📝 Forms (data collection, onboarding questions)

  • ✅ Action items (stage-by-stage progress)

  • ... and more!

And once your Room is live, Workflows can take over, sending it automatically, unlocking content, updating your CRM, or notifying your team in Slack.

Every Room is fully branded to your company and easy to build, no design work required.

How Rooms work with automation

A Room isn’t just a place to share content. It’s your behind-the-scenes engine, keeping things moving, surfacing intent, and giving you the visibility to act at the right time.

When combined with workflows, your Room becomes a responsive space that works for you:

  • A stakeholder views the Room → your AE gets a Slack alert

  • A form is submitted → data is pushed to your CRM

  • A proposal is unlocked → the Room sends a follow-up email

  • A new stakeholder joins → an AI Agent personalizes the content

It’s all about staying in control without needing to chase every step. Your Room does the heavy lifting, while your team focuses on the conversation.

One Room, multiple use cases

Your customer shouldn't have to jump between tools or hunt through emails to figure out what’s next. When everything lives in one Room, the experience feels smooth from day one.

  • Start with a demo follow-up.

  • Add your deck, a recording, next steps.

  • When the deal is signed, unlock onboarding content and hand the Room over to your CS team.


    No need to send a new link or start from scratch.

Many Flowla customers run their entire journey in one Room. It keeps things simple for your team and makes you look incredibly organized to your customers.


What’s next?

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