> ## Documentation Index > Fetch the complete documentation index at: https://docs.flowla.com/llms.txt > Use this file to discover all available pages before exploring further. # Automations overview > Set up workflows that handle your sales and onboarding process automatically — no coding needed. ## 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. *** ### 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. *** ### 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 *** ### 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 *** ### 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.