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Add Actions to Your Room

Add tasks like forms, uploads, bookings, or signatures to your Room. Set due dates and track everything in a shared action plan.

Delia Barbat avatar
Written by Delia Barbat
Updated this week

What are actions in Flowla?

Actions are structured, trackable steps inside your Room that move the process forward.

They help you:

  • Collect information

  • Assign tasks

  • Request inputs or sign-offs

  • Keep both sides aligned

Unlike content, which informs, actions require completion, and you can track progress and deadlines without chasing anyone.

Types of actions you can add

You can add one or more actions to any section. Each action helps move your customer or teammate through the process.

Action

What it does

Fill out a form

Collect data using text fields, checkboxes, dropdowns — and even let users upload files inside the form.

Download a file

Let viewers download a document like a contract, NDA, or asset. Just upload or embed the file and it’ll be live in the Room.

Book a meeting

Embed your calendar. It will display live availability, synced automatically with your preferred scheduling tool.

Sign a contract

Use Flowla’s built-in e-signature tool to request signatures directly inside the Room. Learn more

Invite contacts

Prompt your viewer to add new people to the Room. Great for multithreading or stakeholder alignment.

Collaborate with contacts

Use a collaborative form to co-create questions & answers. Perfect for discovery, onboarding, technical sessions, and QBRs. Learn more

Sub-actions

Group several small actions (like “Read,” “Review,” “Confirm”) under a single action for cleaner task flows. Learn more

Assign actions to the right people

Each action should have an assignee so there's never any confusion about who’s responsible for what.


You can assign actions to:

  • A customer (e.g. “Sign the agreement”)

  • A teammate using internal-only actions (e.g. “Review implementation checklist”)
    Learn how internal actions work

How to assign someone to an action

  1. Click the assignee icon on the action

  2. Type their email address

  3. (Optional) Check the "Notify selected contacts" box to send them an email notification

Assigned users will see their thumbnail appear next to the action and inside the mutual action plan, so everything stays visible and organized.

Set fixed or relative due dates

Flowla lets you choose between two types of due dates for each action:

  • Fixed due dates

Set a specific deadline like “May 15” or “End of week.”
Useful when you’ve already agreed on timelines with the customer.

  • Relative due dates

Tie the deadline to something that happens in the process, like:

  • “3 days after the Room is created”

  • “2 days after this section is completed”

  • “1 day after another action is due/ completed”

Why it matters:
You don’t need to manually update dates or worry about sequencing.
This is great to set up in templates, so that the due dates in each flow created from from that template adjust automatically.

💡Pro tip: Use Dynamic Primary Contact & Relative Due Dates in templates

  • Dynamic Primary Contact

    This becomes the first person you share the flow with.
    Every time you create a flow from the template, that person will automatically be assigned to any actions where “Dynamic Primary Contact” was selected as the assignee.

  • Relative Due Dates
    When you add relative due dates to a template, Flowla automatically calculates the deadlines every time you create a new flow from it.

    This keeps things flexible. Even if an action is completed late, the following ones will adjust accordingly, so your timeline always makes sense.


What’s next

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