đ TL;DR
Workflows automate the steps you repeat every day, like sending follow-ups, unlocking rooms, or notifying your team. In just a few clicks, you can build your first Flowla workflow and start scaling without the manual work.
In this guide, youâll build a simple, automated workflow that:
Listens for a trigger (like a form submission or deal stage change)
Runs one or more actions (like sending an email, adding content to a room, or posting to Slack)
Optionally adds an AI Agent to generate content for you
Before You Start: Make Sure Integrations Are Live
If your workflow uses:
A CRM trigger (e.g. HubSpot or Salesforce)
An email action (e.g. Gmail or Outlook)
Or pulls data from call transcripts
Youâll need to connect those integrations first.
Go to Settings â Integrations in Flowla and follow the setup instructions.
Step 1: Choose a Trigger
Start in the Workflow Builder and click âSelect a Trigger.â
This defines what event will activate your workflow.
Some common trigger examples:
A room is viewed
A form is submitted
A deal changes stage in HubSpot or Salesforce
A webhook fires from another app
You can add a scope to narrow it down:
â e.g. âOnly run this workflow when a deal moves to âDiscovery heldâ
â
Step 2: Add an Action
Click the + icon to add your first action.
Actions define what happens once the workflow is triggered.
For example:
Send an email
Create a new room from a template
Push or pull CRM data (HubSpot, Salesforce)
Notify your team in Slack
Each action can also include conditions - rules for when it should run.
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Step 3: Add an AI Agent (Optional)
If you want Flowla to generate personalized content for you, drop in an AI Agent before your action.
For example:
Use the Email Composer Agent to draft a follow-up or a nudging email
Use the Summarizer Agent to turn form answers into key takeaways
Use the Business Case Agent to generate tailored messaging from transcripts
Each Agent supports custom prompts, so you can guide the output.
Example: âCompose a nudging email for the contact who did not view room that they are invited toâ
Step 4: Save, Test, and Activate
Once your workflow is ready:
Give it a clear name
Click Save
Run a test inside a room or connected CRM deal
Once youâre confident, click Activate
đĄ You can always come back and edit it later.
Step 5: Review the output before it goes live
If your action involves AI-generated content (like an email), you can enable the âAdd to queue for reviewâ toggle.
That way, the content will be added to your Smart Queue for final approval before anything gets sent or published.
Smart Queue is where you'll see all your pending workflow drafts: follow-ups, summaries, business cases, and more.
Spend just a few minutes each morning reviewing and sending what matters, all without writing from scratch.