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Capabilities

Rooms

Create rooms from scratch, a template, or by duplicating one. List, update, and pull engagement analytics.

Sections & pages

Build out the structure of a room and control who can see each part.

Content blocks

Add text, images, links, embeds, PDFs, and task lists to any page.

Action items

Create and track shared to-do items with owners, due dates, and status.

Workflows & webhooks

Trigger automations and get notified when a room is completed.

Lookups

Find companies, users, labels, statuses, and templates to reference in other actions.

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Tips for better results

Referring to “the Acme room” or “the Pricing section” helps Claude target the right object. The more specific the name, the less back-and-forth.
You can create several sections, pages, or actions in a single ask. Claude will handle them in order and report back on each.
Rooms → sections → pages → blocks → actions. If something can’t be added, it’s usually because the layer above it doesn’t exist yet.
Say when something should be hidden or marked internal so buyer-facing content stays clean. Claude won’t assume — it will do exactly what you ask.
For example: “List the actions first, then mark the overdue ones done.” This keeps you in control of what gets changed.

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A full example

Here’s what a complete room setup looks like in a single prompt: 
Create a Flowla room called 'Initech – Evaluation' from our sales template,
assigned to me. Add sections for Overview, Pricing, and Next Steps. Under
Next Steps, add an action items: 'Sign NDA' due next Friday assigned to
buyer@initech.com and an internal task 'Loop in solutions engineer'.
Then show me the room.
Claude will create the room, build the section structure, populate the action-plan block, and return a summary of everything it made.