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Workflows: How Flowla Automates Your Process

Learn what a Workflow is in Flowla, how it triggers the next steps automatically, and why it’s key to scaling Sales, CS, and Ops processes.

Delia Barbat avatar
Written by Delia Barbat
Updated this week

A Workflow in Flowla is how you build momentum that never stops.

It picks up the signals from your customer journey (a deal moving stages, a new stakeholder joining, a form being submitted) and turns them into action.

Instantly. Automatically. Exactly how you want it.


You can send follow-ups, trigger onboarding, update your CRM, notify your team, personalize the next steps with AI, or invent something completely new.
If you can imagine it, you can automate it.

What’s inside a Workflow?

Every Workflow follows the same simple structure:

  • Trigger: Something happens. For example, a Room is viewed, a form is submitted, or a CRM stage changes.

  • Action: Flowla responds. It might send an email, update a property, unlock a section, or post a Slack message.

  • AI Agent: Flowla thinks for you. It can generate personalized content like a business case or a follow-up based on real engagement.

Workflow Structure: Triggers → Actions

Triggers can come from:

  • Room activity (e.g. “new contact added” or “room viewed”)

  • CRM stage changes

  • Form submissions

  • Call transcripts (via AI Notetaker)

Actions can include:

  • Sending a personalized email

  • Unlocking or updating a Room

  • Creating a new Room from a template

  • Notifying your team in Slack

  • Updating fields in HubSpot or Salesforce

  • Generating follow-ups or business cases with AI

You can chain actions together or trigger workflows across Sales and CS at the same time.
You don’t need any coding. You just map the journey once, and Flowla runs it for you behind the scenes.

Why Workflows matter

Without Workflows, every next step depends on someone remembering to act, reacting fast enough, and keeping every tool updated manually.

That might work when you are handling a few deals. It completely falls apart when you are trying to scale.

Workflows take the pressure off your team. They make sure the right follow-up, the right notification, and the right CRM update happen exactly when they should.

  • Deals keep moving because customers never wait on you

  • Handoffs between Sales and CS happen cleanly and consistently

  • CRM stays clean and up to date without endless admin work

  • Customers stay engaged because nothing slips through the cracks

Flowla becomes the system running underneath your process.
Your team focuses on conversations and strategy, not reminders and checklists.


Before you build:

Here’s what you’ll want to get familiar with:

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