📘 TL;DR
AI Agents in Flowla bring intelligence to your workflows. They analyze data, generate personalized content, and take action instantly, helping you scale without losing the human touch.
Use them to write follow-ups, generate business cases, summarize forms or transcripts, and personalize content based on real-time engagement.
Why It Matters
Most sales and CS teams waste time on manual follow-ups, creating business cases, or summarizing takeaways. AI Agents handle these steps for you, on time, every time, based on real context.
This means you can:
Move faster without sacrificing personalization
Send better follow-ups, faster
Align internal teams with rich context
Keep deals moving even when you're in back-to-back calls
What Can AI Agents Do?
You can drop AI Agents anywhere in your workflow, before an action. They analyze the situation and generate something smart.
Draft a personalized follow-up email based on form submissions or room activity
Generate a business case from your call transcript
Summarize kickoff forms and share the highlights with CS
Notify the team with enriched contact info and engagement insights
Personalize a proposal or mutual action plan using CRM or room variables
And yes, you can review and approve any AI-generated content before it goes out, by adding the workflow to the Smart Queue.
Real Examples
Example 1: Form Submission → Summary
Trigger: Kickoff form submitted
AI Agent: Summarize the key answers
Action: Email the summary to your CS team via Slack or email
Here’s what it looks in Flowla:
Example 2: Room Not Viewed → Nudge Email
Trigger: Room not viewed after 3 days
AI Agent: Write a polite follow-up with key next steps
Action: Send the email from the rep’s work address, personalized with contact info and room link
Here's what it looks like in Flowla:
