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A workflow in Flowla helps you automate the key steps in your sales or onboarding process. When something important happens (like a deal stage changing or a form being completed) Flowla picks up the signals and reacts for you. It can create a room, send an email, update your CRM, notify your team, generate content using AI, and more. The result? A smoother customer journey, without manual work.

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Why Workflows Matter

Every buyer journey has a next step. But when your team is juggling dozens of deals, that step often depends on someone remembering to act, doing it fast enough, and keeping every tool updated. Workflows take care of that for you. They:
  • Create and personalize rooms without anyone lifting a finger
  • Keep your CRM updated based on real buyer activity
  • Notify internal teams at the right moment
  • Send timely, relevant follow-ups to your buyers
  • Deliver a consistent experience, no matter who’s running the deal
It’s like running your GTM playbook automatically, in the background.

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What Makes Up a Workflow?

Every Flowla workflow follows a simple structure:

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1. Trigger

The moment something happens. Examples:
  • A room is created
  • An opportunity stage changes in your CRM
  • A form is submitted
  • A call transcript is processed

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2. Action

This is what Flowla does in response. Examples:
  • Create a room from a template
  • Unlock a section
  • Send an email
  • Update a property in Salesforce
  • Notify a teammate in Slack

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3. AI Agent (optional)

This is where Flowla adds intelligence. AI Agents can go between a trigger and an action or two actions in a workflow, analyzing data or generating personalized content based on what just happened. You can use them to:
  • Write follow-up emails
  • Generate a business case from call transcript notes
  • Create handoff summaries from Sales to CS
  • Personalize mutual action plans based on discovery call alignments
… and more!
Common examples:
  • “Compose a nudging email for the contact who didn’t view the room”
  • “Summarize this transcript and generate key goals for the business case”
Each AI Agent receives instructions you define. The output is then passed to the next action (like sending the email, adding content to a room, or posting to Slack).

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Real Example

Let’s say your deal moves to “Proposal Sent” in your CRM. Flowla can:
  • Create a room using your proposal template
  • Auto-fill it with the company name, logo, and primary contact info from your CRM
  • Use an AI Agent to generate business case based on call transcript
  • Add that proposal to your Smart Queue for approval
  • Once approved, include it in the room automatically
  • Draft a personalized follow-up email with the room link
  • Send the email from your work address
That’s a complete, personalized follow-up without anyone doing it manually. (Creating a room automatically when a HubSpot deal moves to another stage)

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It’s All No-Code

You don’t need technical skills. Just define what should happen and when.
  • Start from scratch
  • Use one of Flowla’s pre-built recipes
  • Run actions immediately or send them to your Smart Queue for approval​

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FAQs

Who should build workflows in Flowla? Anyone on your team can build workflows, but typically RevOps, Sales Ops, or team leads create them to standardize processes across the organization. Admins have access to create workflows that run for the entire team. Can I create workflows that only run for me? Yes. When creating a workflow, you can scope it to run only for rooms you create, rather than for everyone on the team. This is useful for testing or personal automation. Can I approve a workflow before letting it run automatically? Absolutely. You can send workflow outputs to your Smart Queue for manual review before they execute. This gives you a human-in-the-loop checkpoint for sensitive actions like sending emails or updating CRM records. Can I trigger multiple actions at once? Yes. A single workflow can include multiple actions that run in sequence. For example: create a room, then send an email with the room link, then notify your team in Slack. Can I restrict workflows to only run under certain conditions? Yes. You can add conditions to workflows so they only execute when specific criteria are met. For example, only trigger when a deal is above a certain value, or only for specific deal stages.

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What’s next