# Flowla

## Docs

- [Salesforce automations](https://docs.flowla.com/automations/Salesforce.md): Placeholder content for Automations Overview.
- [Actions](https://docs.flowla.com/automations/actions.md): Explore all available workflow actions and how to configure them.
- [AI-agents](https://docs.flowla.com/automations/ai-actions.md): Add AI-powered content generation to your workflows with custom prompts and agents.
- [Automations overview](https://docs.flowla.com/automations/automations-overview.md): Automate your sales and customer success workflows with triggers, actions, and AI.
- [ Custom integrations](https://docs.flowla.com/automations/custom-integrations.md): Connect any external tool to Flowla — receive data from outside, send data outward, or both.
- [Smart queue](https://docs.flowla.com/automations/smart-queue.md): Review and approve workflow outputs before they execute with the Smart Queue.
- [Suggested recipes](https://docs.flowla.com/automations/suggested-recipes.md): Pre-built workflow templates to help you get started with automation quickly.
- [Triggers](https://docs.flowla.com/automations/triggers.md): Learn about all available workflow triggers and how to configure them.
- [Collaborative forms](https://docs.flowla.com/forms/collaborative-forms.md): Enable multiple stakeholders to contribute to the same form for shared data collection.
- [Form fields](https://docs.flowla.com/forms/form-fields.md): Understand all available field types and how to configure them for your forms.
- [Forms overview](https://docs.flowla.com/forms/forms-overview.md): Collect information from customers with smart forms that support conditional logic and automation.
- [Conditional visibility on questions](https://docs.flowla.com/forms/logic-rules.md): Create dynamic forms with conditional fields, validation, and branching logic.
- [Linear and table forms](https://docs.flowla.com/forms/table-linear-forms.md): Choose between linear forms for guided responses or table forms for spreadsheet-style data entry.
- [4️⃣ Utilize analytics](https://docs.flowla.com/getting-started/analytics.md): Learn how to track room engagement, identify active prospects, and use data to prioritize follow-ups.
- [3️⃣ Automate with workflows & AI](https://docs.flowla.com/getting-started/automate-with-workflows-&-AI.md): Build your first workflow to automate follow-ups, room creation, and team notifications.
- [1️⃣ Build & launch your first room](https://docs.flowla.com/getting-started/build-&-launch-your-first-room.md): A step-by-step guide to creating, customizing, and sharing your first Flowla room.
- [2️⃣ Connect your tools](https://docs.flowla.com/getting-started/connect-your-tools.md): Integrate Flowla with your existing stack to personalize, automate, and sync.
- [👋 Introduction](https://docs.flowla.com/getting-started/introduction.md): Flowla is the platform behind your customer-facing processes, combining collaborative rooms, real-time engagement signals, and automation to help you close faster and onboard smoother.
- [Attio](https://docs.flowla.com/integrations/Attio.md): Sync deal pipelines, log engagement activity, and automate room creation with Attio CRM.
- [Clay](https://docs.flowla.com/integrations/Clay.md): Automatically create personalized Flowla rooms from your Clay tables.
- [Fathom](https://docs.flowla.com/integrations/Fathom.md): Import Fathom meeting recordings and AI summaries into your Flowla rooms.
- [Fireflies.ai](https://docs.flowla.com/integrations/Fireflies.ai.md): Import meeting recordings, transcripts, and AI summaries from Fireflies into your Flowla rooms.
- [Gmail](https://docs.flowla.com/integrations/Gmail.md): Send personalized emails and share rooms directly from your Gmail account.
- [Gong](https://docs.flowla.com/integrations/Gong.md): Import Gong call recordings and insights directly into your Flowla rooms.
- [HubSpot](https://docs.flowla.com/integrations/HubSpot.md): Connect HubSpot to Flowla to sync deals, contacts, and engagement data automatically.
- [Outlook](https://docs.flowla.com/integrations/Outlook.md): Send personalized emails and share rooms directly from your Outlook account.
- [Salesforce](https://docs.flowla.com/integrations/SalesForce.md): Connect Salesforce to Flowla to sync opportunities, contacts, and engagement data automatically.
- [Slack](https://docs.flowla.com/integrations/Slack.md): Get real-time notifications about room activity directly in your Slack channels.
- [Microsoft Teams](https://docs.flowla.com/integrations/Teams.md): Connect Flowla to Microsoft Teams to receive real-time notifications about your rooms directly in your team's channels or as direct messages.
- [Zapier](https://docs.flowla.com/integrations/Zapier.md): Connect Flowla to 5,000+ apps with Zapier to automate your workflows.
- [Asset library](https://docs.flowla.com/library/asset-library-overview.md): Centrally manage and reuse content across all your rooms with the Asset Library.
- [Action assignees](https://docs.flowla.com/mutual-action-plans/action-assignees.md): Assign actions to the right people
- [Action due & start dates](https://docs.flowla.com/mutual-action-plans/action-due-dates.md): Set fixed or relative dates to keep deals on track
- [Actions](https://docs.flowla.com/mutual-action-plans/actions-overview.md): Create trackable tasks and next steps that drive mutual accountability in your rooms.
- [Centrally manage actions](https://docs.flowla.com/mutual-action-plans/centrally-manage-actions.md): View, filter, and manage all actions across your rooms from a single dashboard.
- [Internal actions](https://docs.flowla.com/mutual-action-plans/internal-actions.md): Create team-only tasks that are hidden from customers.
- [Credits](https://docs.flowla.com/plans-billing/credits.md): Learn how workflow credits work, avoid running out, and get tips to use them efficiently.
- [Billing, Upgrade & Downgrade](https://docs.flowla.com/plans-billing/plans-pricing-overview.md): Understand Flowla pricing, plans, and what counts toward billing.
- [Email templates](https://docs.flowla.com/platform/email-templates.md): Create and manage reusable email templates for consistent communication.
- [Microsoft Entra ID SSO setup](https://docs.flowla.com/platform/entra-id-sso-setup.md): Connect Flowla to Entra ID using OpenID Connect (OIDC) to enable Single Sign-On for your organization.
- [Invite your team](https://docs.flowla.com/platform/invite.md): Add teammates to your Flowla workspace and manage their roles and permissions.
- [MFA setup](https://docs.flowla.com/platform/mfa-setup.md): Enable multi-factor authentication to add an extra layer of security to your account.
- [Okta SSO setup](https://docs.flowla.com/platform/okta-sso-setup.md): Connect Flowla to Okta using OpenID Connect (OIDC) to enable Single Sign-On for your organization.
- [Organization settings](https://docs.flowla.com/platform/org-settings.md): Configure your organization name, logo, brand colors, and default styles.
- [Notifications](https://docs.flowla.com/platform/profile-notifications.md): Manage your personal profile settings and notification preferences.
- [Set up your profile](https://docs.flowla.com/platform/user-profile.md): Configure your profile to enable automatic personalization across rooms and templates.
- [Account analytics](https://docs.flowla.com/reports-analytics/account-analytics.md): View engagement data aggregated by company and account.
- [Content analytics](https://docs.flowla.com/reports-analytics/content-analytics.md): Understand which content resonates with your customers across all rooms.
- [Engagement trends](https://docs.flowla.com/reports-analytics/engagement-trends.md): Analyze engagement patterns across your rooms over time.
- [Room analytics](https://docs.flowla.com/reports-analytics/room-analytics.md): Track engagement and activity for individual rooms in real-time.
- [Room progress](https://docs.flowla.com/reports-analytics/room-progress.md): Track task completion and milestone progress across your rooms.
- [Team activity](https://docs.flowla.com/reports-analytics/team-activity.md): Monitor team performance and room creation across your organization.
- [Collaborating in rooms](https://docs.flowla.com/rooms/collaborating-in-rooms.md): Work together with team members and customers using messaging, annotations, and shared access.
- [Personalising rooms](https://docs.flowla.com/rooms/personalising-rooms.md): Customize rooms with company branding, variables, and visual styling to create personalized experiences.
- [Room building best practices](https://docs.flowla.com/rooms/room-building-best-practices.md): Customize rooms with company branding, variables, and visual styling to create personalized experiences.
- [Actions](https://docs.flowla.com/rooms/room-elements/actions.md): Create trackable tasks and next steps that drive progress in your rooms.
- [Content](https://docs.flowla.com/rooms/room-elements/content.md): Add files, videos, text, calendars, and interactive elements to your rooms.
- [Room elements overview](https://docs.flowla.com/rooms/room-elements/overview.md): Understand the building blocks of Flowla rooms: sections, content, and actions.
- [Sections](https://docs.flowla.com/rooms/room-elements/sections.md): Organize your rooms into logical phases using sections with visibility controls and automation.
- [Room management & settings](https://docs.flowla.com/rooms/room-management-&-settings.md): Configure room ownership, notifications, access controls, and behavior settings.
- [What is a room](https://docs.flowla.com/rooms/room-overview.md): Learn about rooms; branded hubs where your customer-facing processes come to life.
- [Sharing and share settings](https://docs.flowla.com/rooms/room-sharing.md): Configure sharing settings to control how visitors access and interact with your rooms.
- [Statuses & labels](https://docs.flowla.com/rooms/room-statuses-&-labels.md): Organize and categorize your rooms with custom labels and deal statuses.
- [Templates](https://docs.flowla.com/rooms/room-templates.md): Save rooms as reusable templates to standardize your playbook and scale personalized experiences.
- [Variables in rooms & templates](https://docs.flowla.com/rooms/room-variables.md): Use dynamic variables to automatically personalize rooms with company, contact, and creator information.
- [Using the rooms dashboard](https://docs.flowla.com/rooms/rooms-dashboard.md): Navigate, filter, sort, and manage all your rooms from the central dashboard.

## Optional

- [What's new?](https://www.flowla.com/blog)