Create Internal-Only Actions

Internal-only actions in Flowla let you add steps to a room that are hidden from your buyers or external collaborators. They’re essential for managing your internal project workflow without exposing behind-the-scenes tasks.

Internal-only actions let you manage your behind-the-scenes work inside the same room, without cluttering the client view.

They’re ideal when you want to:

✅ Assign follow-ups to teammates
​E.g. “Send onboarding materials” or “Review contract before sharing”

✅ Track internal progress
​E.g. “Kickoff call scheduled”, “Slack group created”, or “Approval needed”

✅ Add private context
​E.g. Notes for Sales → CS handoff, implementation reminders, or red flags

✅ Use Flowla for project management
Coordinate tasks across teams while keeping the customer-facing experience clean and focused.

Use internal-only actions together with workflows to trigger automated Slack alerts, email nudges, or task reminders, keeping your internal project plan in sync, without crowding the client experience.