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What is a Workflow?

Workflows are how you automate your Rooms. Learn what they are, when to use them, and how they help you scale your GTM motion.

Delia Barbat avatar
Written by Delia Barbat
Updated this week


Let Workflows take over the busywork

A Workflow is how Flowla makes sure the next step always happens.

Instead of chasing follow-ups, sending reminders, or updating fields manually, you define what should happen, and Flowla does it for you.

What exactly can a Workflow handle?

Workflows listen for signals in your process, like:

  • A deal stage changing in your CRM

  • A form being submitted inside a Room

  • A new stakeholder visiting a Room

  • A meeting ending with notes from your AI Notetaker

Then they act. That could mean:

  • Sending a follow-up email

  • Notifying your team in Slack

  • Unlocking a new section of the Room

  • Updating properties in HubSpot or Salesforce

  • Assigning tasks or generating summaries with AI

You can run one Workflow or many. They can be simple or layered. And they run behind the scenes so your process keeps moving, even when you’re not thinking about it.

Reuse Workflows across your team

You can create a Workflow once and apply it to any Room.

This makes your process repeatable. When new teammates join, they don’t need to learn how to follow up. It’s already built into the system.


What’s next

💡Want to see real-life examples and how to build one step by step?
Explore our advanced guide to Workflows →

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