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TL;DR

Workflows let Flowla do the repetitive work for you. Trigger them from CRM events, form submissions, or room activity, and Flowla creates rooms, sends emails, and updates your CRM automatically — so your team can focus on the conversations that actually close deals.

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What is a workflow?

A workflow is a set of rules that tells Flowla: “When this happens, do that.” For example: when a deal moves to a new stage in your CRM (your customer relationship tool, like HubSpot or Salesforce), Flowla automatically creates a room, fills it in with the right content, and sends a follow-up email — all without anyone lifting a finger.

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Why use workflows?

Every deal has a next step. But when your team is handling dozens of deals at once, things slip through the cracks — someone forgets to follow up, the CRM doesn’t get updated, or a buyer is left waiting. Workflows fix that. They:
  • Create and personalize rooms automatically
  • Keep your CRM updated based on what buyers actually do
  • Notify your team at exactly the right moment
  • Send timely follow-ups to buyers without manual effort
  • Give every customer a consistent experience, regardless of who’s running the deal

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How a workflow is built

Every workflow has up to three parts: 1. Trigger — what starts it This is the event that kicks everything off. Examples:
  • A room is created
  • A deal stage changes in your CRM
  • A customer submits a form
  • A call recording is processed
2. Action — what Flowla does next This is Flowla’s response to the trigger. Examples:
  • Create a room from a template
  • Unlock a section in an existing room
  • Send an email
  • Update a field in Salesforce
  • Notify a teammate in Slack
3. AI Agent — optional, but powerful An AI Agent sits between a trigger and an action, adding intelligence to your workflow. It analyzes what just happened and generates personalized content for you. You give it instructions, it does the thinking. You can use AI Agents to:
  • Write follow-up emails tailored to the buyer
  • Generate a business case from a call transcript
  • Create handoff summaries from Sales to Customer Success
  • Personalize mutual action plans based on discovery notes

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A real example

Your deal moves to “Proposal Sent” in your CRM. Here’s what Flowla does automatically:
  1. Creates a room using your proposal template
  2. Fills it in with the company name, logo, and contact info from your CRM
  3. Uses an AI Agent to generate a business case from your call transcript
  4. Adds the proposal to your Smart Queue (a holding area where you can review and approve before it goes live)
  5. Once approved, adds it to the room automatically
  6. Drafts a personalized follow-up email with the room link
  7. Sends the email from your work address
That’s a complete, personalized follow-up — and nobody did it manually.

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No coding required

You don’t need any technical skills to build workflows. Just choose what should happen and when.
  • Start from scratch
  • Use one of Flowla’s pre-built recipes (ready-made workflows you can use straight away)
  • Run actions immediately, or send them to your Smart Queue for review before they go out

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FAQs

Anyone on your team can build workflows. In practice, RevOps, Sales Ops, or team leads usually set them up to standardize processes across the org. Admins can create workflows that run for the entire team.
Yes. When building a workflow, you can scope it to only run for rooms you create — useful for testing something out or setting up a personal automation before rolling it out to the team.
Absolutely. Send workflow outputs to your Smart Queue for a manual review step before they execute. This gives you a checkpoint for anything sensitive — like sending emails or updating CRM records.
Yes. A single workflow can run multiple actions in sequence. For example: create a room, then send an email with the room link, then ping your team in Slack.
Yes. Add conditions to your workflow so it only fires when specific criteria are met — for example, only when a deal is above a certain value, or only for specific deal stages.
Use Smart Queue for any workflow that generates AI content or updates CRM fields — a quick review before it goes out is worth it for anything that reaches customers.

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What’s next

Triggers

Learn what events can start your workflows

Actions

See everything workflows can do in response

AI Actions

Add AI-powered content generation to your workflows

Smart Queue

Review and approve workflow outputs before they run

Suggested Recipes

Get started with pre-built workflow templates