📘 TL;DR
A workflow in Flowla helps you automate the key steps in your sales or onboarding process.
When something important happens (like a deal stage changing or a form being completed) Flowla picks up the signals and reacts for you. It can create a room, send an email, update your CRM, notify your team, generate content using AI, and more.
The result? A smoother customer journey, without manual work.
Why Workflows Matter
Every buyer journey has a next step. But when your team is juggling dozens of deals, that step often depends on someone remembering to act, doing it fast enough, and keeping every tool updated.
Workflows take care of that for you. They:
Create and personalize rooms without anyone lifting a finger
Keep your CRM updated based on real buyer activity
Notify internal teams at the right moment
Send timely, relevant follow-ups to your buyers
Deliver a consistent experience, no matter who’s running the deal
It’s like running your GTM playbook automatically, in the background.
What Makes Up a Workflow?
Every Flowla workflow follows a simple structure:
1. Trigger
The moment something happens.
Examples:
A room is created
An opportunity stage changes in your CRM
A form is submitted
A call transcript is processed
2. Action
This is what Flowla does in response.
Examples:
Create a room from a template
Unlock a section
Send an email
Update a property in Salesforce
Notify a teammate in Slack
3. AI Agent (optional)
This is where Flowla adds intelligence.
AI Agents can go between a trigger and an action or two actions in a workflow, analyzing data or generating personalized content based on what just happened.
You can use them to:
Write follow-up emails
Generate a business case from call transcript notes
Create handoff summaries from Sales to CS
Personalize mutual action plans based on discovery call alignments
... and more!
Common examples:
“Compose a nudging email for the contact who didn’t view the room”
“Summarize this transcript and generate key goals for the business case”
Each AI Agent receives instructions you define. The output is then passed to the next action (like sending the email, adding content to a room, or posting to Slack).
Real Example
Let’s say your deal moves to “Proposal Sent” in your CRM.
Flowla can:
Create a room using your proposal template
Auto-fill it with the company name, logo, and primary contact info from your CRM
Use an AI Agent to generate business case based on call transcript
Add that proposal to your Smart Queue for approval
Once approved, include it in the room automatically
Draft a personalized follow-up email with the room link
Send the email from your work address
That’s a complete, personalized follow-up without anyone doing it manually.
(Creating a room automatically when a HubSpot deal moves to another stage)
It’s All No-Code
You don’t need technical skills. Just define what should happen and when.
Start from scratch
Use one of Flowla’s pre-built recipes
Run actions immediately or send them to your Smart Queue for approval
FAQs
Who should build workflows in Flowla?
Who should build workflows in Flowla?
Workflows are typically built by Sales Leads or RevOps. If you don’t have someone in that role, no problem! We often act as an extension of your team and help you build them together. Just get in touch with us.
Can I create workflows that only run for me?
Can I create workflows that only run for me?
Yes. You can add conditions to limit a workflow to your rooms, your deals, or specific CRM properties. This is perfect for pilots or team-specific automations.
Can I approve a workflow before letting it run automatically?
Can I approve a workflow before letting it run automatically?
Yes, you can use the Smart Queue. Instead of running actions instantly, Flowla will queue them for your approval. That includes AI-generated emails, content adds, or contact notifications.
Can I trigger multiple actions at once?
Can I trigger multiple actions at once?
Absolutely. A single workflow can do multiple things: create a room, add content, notify your team, and send an email, all based on one event.
Can I restrict workflows to only run under certain conditions?
Can I restrict workflows to only run under certain conditions?
Yes. You can define the scope of a workflow when setting it up. For example, you can create a workflow that runs only for a specific deal, only for rooms you’ve created, or only when triggered from a certain template. This is useful if you want workflows to stay tied to a specific part of your process, or to test things privately before rolling them out team-wide.
