Skip to main content

Build your first Workflow

Step-by-step guide to building your first Workflow in Flowla - from picking a trigger to adding actions and going live.

Delia Barbat avatar
Written by Delia Barbat
Updated over 3 weeks ago

What you’ll do

In this guide, you’ll walk through how to build your very first Workflow in Flowla.

No coding, no guesswork.

You’ll define:

  • A trigger: when something happens (like a form is submitted or a Room is viewed)

  • One or more actions: what Flowla should do next (like send an email, notify your team, or create a Room)

This is the foundation of automation in Flowla, and it only takes a few minutes.


Step 1: Add a Trigger

In the Workflow Builder, click “Select a trigger.”

Pick the signal that should start this Workflow. That could be:

  • A Room being viewed

  • A form being submitted

  • A CRM stage changing

  • A webhook firing from another tool

You can narrow it down using scopes, so the Workflow only runs under specific conditions (like for a certain template or Room

Step 2: Add an Action

Once the trigger is set, click the plus icon to add an action.

Flowla can:

  • Send an email

  • Create a new Room from a template

  • Summarize text with AI

  • Push or pull data from your CRM

  • And more

Actions can include conditions (when to run) if you want to limit the workflow.

Bonus: Add AI Agent

Use Flowla’s AI Agents to personalize follow-ups, summarize form responses, or write content based on Room activity.

Just select an AI-powered action, like Email Composer or Summarizer, and add your instructions.

Step 3: Save, Test, and Activate

Give your Workflow a name, save it, and test it in one of your Rooms.

You’ll see the automation kick in the moment the trigger condition is met.

💡 Important: Integrate First

If your Workflow uses:

  • CRM-based triggers or actions (HubSpot or Salesforce)

  • Email-based actions (like sending a Room via Gmail or Outlook)

Make sure those integrations are connected first.
Go to Settings → Integrations to set them up.

Did this answer your question?