PART 2: Automate with Workflows & AI
Build automation that works behind the scenes triggered by your process, personalized by AI, and aligned with your CRM.
Workflow Fundamentals
Learn the building blocks: triggers, actions, AI agents, and Smart Queue.
What is a Workflow in Flowla?Learn what a Workflow is in Flowla, how it triggers the next steps automatically, and why it’s key to scaling Sales, CS, and Ops processes.
Understanding TriggersTriggers are what set your workflows in motion. They listen for key moments, and let Flowla take action exactly when it matters.
Understanding Workflow ActionsOnce a workflow is triggered, Flowla needs to do something. That “something” is an action, and it's where automation meets impact.
Smart Queue: Your Autopilot Command CenterScale faster without losing control. Smart Queue lets you review and approve AI-generated content before it reaches your buyers.
Use AI Agents to Power Smarter WorkflowsAdd smart automation to your workflows with AI Agents that generate emails, business cases, and more based on your process and data.
Build Smarter Workflows
Apply what you’ve learned. Use recipes, strategy, and design best practices.
Build your first WorkflowStep-by-step guide to building your first Workflow in Flowla - from picking a trigger to adding actions and going live.