Why use internal-only actions
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.How to mark an action internal
- Create or select an action
- Click the three-dot menu (•••)
- Select “Mark as Internal”
Only your team members invited to the room (or with org access) can see internal actions.
What customers see
| Your view | Customer view |
|---|---|
| All actions (internal + customer-facing) | Only customer-facing actions |
| Internal actions marked with icon | Internal actions hidden |
| Full task context | Clean, focused experience |
Common internal action examples
Sales handoff:- “Brief CS team on customer requirements”
- “Confirm technical requirements with solutions team”
- “Get legal approval for custom terms”
- “Customize proposal deck”
- “Schedule internal deal review”
- “Prepare demo environment”
- “Create customer Slack channel”
- “Send welcome kit”
- “Schedule internal kickoff sync”
Pro tip
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. Example workflow:- Trigger: Internal action “Legal review” completed
- Action: Notify sales rep that contract is ready to send