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Flowla’s workflow recipes are pre-built automation templates designed to streamline buyer engagement and deal management. These recipes help sales and customer success teams automate repetitive tasks, maintain deal momentum, and keep stakeholders engaged throughout the buyer journey.

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Recipe Categories

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Create & Send Rooms

Kick Off Buyer Journeys Instantly Launch personalized deal rooms automatically when key events occur:
  • From CRM triggers: Create and share a room when important changes happen in your CRM
  • After recorded calls: Generate a personalized deal room immediately when a call ends
  • Via Webhooks: Trigger room creation from any external application using webhook integrations

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Follow-ups & Nudges

Keep Deals Moving Maintain momentum with automated engagement:
  • Nudge inactive invitees: Send reminders to contacts who haven’t opened the room yet
  • Re-engage quiet buyers: Automatically reach out when stakeholders go silent, with single nudges or scheduled reminder sequences
  • Custom message sequences: Schedule personalized messages for feedback requests, meeting reminders, renewals, or upgrade opportunities
  • Internal inactivity alerts: Notify your team when a deal room shows no activity for a specified period
  • Overdue action reminders: Prompt buyers to complete pending tasks

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Stakeholder Engagement

Engage the Right Stakeholders Connect with buyers at the right moments:
  • Automatic welcome emails: Greet first-time room viewers with a warm welcome message
  • Decision maker alerts: Get instant notifications with enriched details when key decision makers join, plus suggested outreach actions

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Generate Content from Calls

Turn Conversations into Deal Momentum Transform call insights into actionable content:
  • Auto-add recordings: Automatically include full meeting recordings in buyer rooms for stakeholder access
  • Business case generation: Build tailored business cases using pain points, goals, and metrics from call transcripts
  • Mutual Action Plan creation: Convert meeting notes or transcripts into structured MAPs with clear next steps and deadlines

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Internal Notes & Handoffs

Ensure Smooth Internal Transitions Facilitate seamless team collaboration:
  • Onboarding handoff notes: Generate structured summaries of buyer context, goals, and commitments for customer success transitions
  • Internal deal briefs: Auto-create summaries highlighting stakeholders, engagement levels, risks, and open items
  • Activity summaries with recommendations: Analyze buyer engagement trends and suggest next steps for your team

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CRM Sync & Hygiene

Keep Your CRM Organized & Actionable Maintain data accuracy and workflow consistency:
  • Form data sync: Map buyer-submitted form responses directly to CRM fields
  • Call insight extraction: Update CRM properties with answers and details from call transcripts
  • Room activity tracking: Capture engagement signals and update CRM fields to reflect buyer intent
  • Stage progression: Automatically advance deals to the next CRM stage when buyers complete agreed actions
  • Two-way CRM sync: Mirror CRM updates in Flowla, including action statuses and room status changes
  • Access control: Lock or unlock room sections based on CRM stage or property changes
  • Dynamic personalization: Pre-fill room content with data from your CRM

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Room Rules

Control the Buyer Journey Manage room behavior based on buyer actions:
  • Status automation: Update room status (active, closed, archived) when key events occur
  • Section access control: Lock or unlock specific room sections based on conditions, ensuring buyers see appropriate content at the right time
  • Action status updates: Automatically change action statuses when buyers complete or trigger specific events