Flowla 2.0 Deep Dive: Your AI-Powered, Automated Revenue Engine

Over the years, Flowla evolved into a robust workspace where revenue teams can handle any kind of collaborative process with their buyers, from sales & onboarding, to renewals and beyond.

But we quickly realized that this wasn’t enough.

Deal rooms organized the process. But they didn’t act.

There was still a lot of chasing, follow ups, manual tasks, and admin work that burdened sales & CS professionals. And that’s exactly where teams lost momentum, and deals were being lost.

So, we reimagined Flowla.

What is Flowla 2.0?

Flowla 2.0 still has the powerful digital sales rooms that you love. Your buyers will still have a single, beautifully organized link for all their engagements & collaborations with you.

But now under the hood, there’s a powerful automation engine, supported by AI agents and workflows that handle the tasks you hate. This engine ensures all of your core sales & CS tools are working as one connected system to enable a seamless execution.

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You’ll send one link to clients, like always.

But now, it writes. Reminds. Nudges. Syncs. Summarizes. Triggers. Follows through.

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All to ensure that you execute at exactly the right time to maintain deal momentum, and close & onboard clients much more quickly and efficiently.

If you'd like to learn more about why we decided to take this new direction, and why this is important, check out this post.

An update to our terminology

Before we get into the details of Flowla 2.0, let's go over a few wording changes we’ve made so we’re on the same page.

The collaborative deal room links that you build with Flowla used to be called ‘flows’. In order to avoid confusion and wording overlap with the new workflows we’re introducing, from now on we’ll call the collaborative links ‘rooms’.

Additionally, each grouping of contents & actions in a Flowla link used to be called a ‘stage’. Now, those will be called a ‘section’.

Please see the image below for further clarification.

Workflow builder

The workflow builder we rolled out with Flowla 2.0 will be your new HQ to set up automated workflows for sales & CS processes.

Simply put they are: triggers → AI actions.

The workflows can range from super simple, to as complex as your process requires with multiple steps, different actions for different conditions, and more.

The events that trigger a workflow can come from:

Your CRM → e.g. deal is closed won on HubSpot, an opportunity’s pipeline stage is changed to ‘Proposal’ on Salesforce, a new deal is created…

Flowla rooms → e.g. new contact visited the deal room, an action is overdue, a room section is completed, a contract is signed…

Intercom → e.g. new user signed up

Your call notetaker → e.g. discovery call is finished

Meeting scheduling apps → e.g. new onboarding kickoff meeting booked

For more detailed information on triggers, refer to this article.

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To those triggers, you’ll tie actions to be executed automatically. Some action examples are:

• Updating or editing CRM records, creating contacts on CRM
• Creating or editing Flowla rooms, unlocking room sections
• Sending an email to prospects
• Sending a message to a channel on Slack
• Finding & summarizing call transcripts, and so much more.

Explore different automated action types and how they work here.

To see detailed workflows on real-life scenarios, jump to example workflows section.

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AI Agents

Flowla’s smart AI Agents are your hidden workforce getting hours of work done in seconds.

They eliminate the repetitive busywork, and allow your team to work on more important, value added tasks, like engaging and building relationships with clients.

Agents can be incorporated into your workflows to execute the next steps in the process, hands-free.

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Below is information on pre-built agents that are available at the moment, and what they do.

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Email Composer: Drafts context-aware, relevant, personalized emails for prospects for follow ups, nudges, and check-ins.

Personalizer: Tailors any text or deal room for your target company & your main point of contact in seconds.

Action Plan Builder: Drafts a structured Mutual Action Plan for your sales & CS processes, using your call notetaker data.

Summarizer: Summarizes any text you provide.

Data Analyzer: Analyzes the data you provide to extract actionable insights.

Formatter: Translates or extracts any data into a specific format you need, so it will be ready to use elsewhere. (e.g. grab the first name from prospect's email address and capitalize it to use it in emails auto-generated by Flowla.)

Business Case Generator: Generates a detailed business case to include in your deal rooms using call transcripts.

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For more information on AI Agents, see this article.

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Custom Agents

On top of our pre-built agents, you can also build your own custom agents to fit your unique needs in sales & CS workflows.

The sky is the limit for the custom agents you can build, but here's a few:

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Stakeholder Researcher → When a new visitor appears in the deal room, agent researches them to determine if they have a decision making role to alert the relevant sales person in the internal Slack channel.

Usage Analyzer → When there's 90 days to renewal, agent analyzes client's usage data on Intercom to be able to build personalized decks and Flowla room notes.

Content Picker → After a demo call, agent reviews the call transcript to determine the industry, use case, and other details of the target company to pick the most relevant content and materials for the deal room.

Smart review queue

Our main priority while building 2.0 was to ensure you reap the benefits of AI & automation, without relinquishing control over how your processes are run.

Review queue ensures you’re in the driver’s seat when it really matters, without worrying about your systems going off on their own.

You’ll determine which actions can be executed without approval, and which ones must be reviewed by a human before they go out. For this, all you need to do is check the “add to queue for review” box while setting up workflows.

From there, when an AI Agent drafts an email, business case, mutual action plan, or any other automated next step, the pre-drafted action will go to the review queue for your approval.

All you need to do is review, edit or tweak, and approve Agent-drafted actions with a click, one by one. Once you approve the action, your workflows will pick up where they left off and continue executing.

Each person in your team will have their personal review queues, so they will only check & approve tasks related to the rooms and deals that they own, maintaining focus in their day to day.

Here's a practical, in-depth guide on smart review queue.

A few example workflows

To better illustrate the possibilities and how everything works, below are some real-life scenarios that you can automate with Flowla 2.0’s workflows.

Instant demo follow up

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Trigger: Gong/Fireflies call ends + deal pipeline stage on CRM is "Discovery"

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Actions:

1. 1. Analyze the call recording transcript to understand top pain points, industry, use case
2. 2. Create a personalized digital sales room for the opportunity
3. 3. Auto-select the right assets based on the call recording findings
4. 4. Generate a business case using discovery call notes
5. 5. Draft an email with prospect needs & concerns
6. 6. Send the room link & email to the buyer directly from the AE’s email

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Outcome:

- Buyers get value instantly after a demo

- Reps save 30 mins/call on average on follow-up tasks

- 12% faster deal velocity

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Multithreading with relevant stakeholders

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‍Trigger: New visitor detected in Flowla sales room

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Actions:

1. 1. Research the contact’s role, company info, seniority level
2. 2. Use room engagement data to infer interests and priorities
3. 3. Flag high-value visitors (e.g., economic buyers) and enrich them with email, phone number, LinkedIn URL
4. 4. Alert the AE on relevant Slack chanel
5. 5. Draft an intro email according to their interests & deal context
6. 6. Send it from AE’s work email
7. 7. Create them as a new contact on CRM

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Outcome:

• Stakeholder mapping and follow-up is fully automated - less work on AEs‍
• 18% higher win rates on multithreaded deals

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Automated onboarding kickoff

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Trigger: Deal is “Closed Won” on CRM

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Actions:

1. 1. Generate a full handoff summary from deal room data & conversations. Include: stakeholders, pain points, deal history
2. 2. Post handoff summary in the CS Slack channel
3. 3. Unlock the onboarding section & steps inside the deal room
4. 4. Send a kickoff email to stakeholders from the assigned CSM’s inbox with notes
5. 5. Update CRM data according to deal progress

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Outcome:

• Seamless sales-to-CS handoff with no manual effort
• Accurate & comprehensive data provided for CSMs
• 23% faster kickoffs

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Re-engaging stalled deals

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Trigger: No activity inside the deal room for 7+ days

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Actions:

1. 1. Draft personalized check-in email based on last engagement
2. 2. Include next steps and other actions that need to be taken
3. 3. Send email to main point of contact from the rep’s work email 

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Outcome:

• Deal momentum is maintained without reps having to chase manually
• 40 mins of follow-up effort saved
• 9% revival rate

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Other updates

New layout

To make it easier for you to manage your Flowla account, your rooms, and your workflows, we’ve shifted some things around on the dashboard.

You'll now be able to switch between tabs from the navigation bar on the left-hand side. Here’s the new look.

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There’s so much more to come as part of Flowla 2.0, so stay tuned!

And if you’d like to see it in action or have any questions, book a chat with us below.

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