New in Flowla: Easy Setup Workflow Recipes, Smarter AI Agents, and More

Q4 is in full swing and we know the pressure is on to close out the year strong.

Just in time, our latest Flowla updates help you automate the admin, work smarter, and stay laser-focused on hitting your targets. Whether you’re wrapping up deals or onboarding customers, these new features make sure nothing slips through the cracks.

Let’s dive in 👇

Workflows build themselves with Easy Setup 🪄

Automation shouldn’t require an operations degree. Easy Setup takes the most frequently used sales and CS workflows – like demo follow-ups, stakeholder notifications, and post-sale handoffs – and turns them into pre-built, plug-and-play recipes.

With one click, you can launch complex automations that connect your CRM, email, and Digital Sales Rooms, without writing a single condition or trigger.

Why it matters:

• Get automation value instantly – no learning curve required.
• Eliminate setup friction so teams can get started on day one.
• Standardize best practices across reps without manual configuration.

Instead of spending hours designing a process, reps can launch automation templates that “just work.” RevOps teams can ensure everyone follows the same best-practice workflows – no setup training required.

AI agents that read the room, literally 👀

Your Flowla AI agents can now analyze room engagement and buyer behavior in real time. They see who’s active, which content is being viewed, and how long stakeholders spend on each step.

With that context, the AI can generate smarter, more timely follow-ups and suggestions, automatically adapting to your buyer’s actual behavior.

💡 Example: If an AI agent notices a stakeholder spent 10 minutes on the pricing section, it can draft a follow-up email focused on ROI and value, not just a generic “checking in.”

Why it matters:

• Personalize every follow-up at scale.
• Anticipate buyer questions before they ask.
• Focus conversations on what truly resonates with each stakeholder.

This turns passive data into actionable insight. Instead of guessing what to say next, you get context-aware prompts that help you move the deal forward with precision.

Turn Gong calls into content automatically ✨

You already record valuable insights in Gong – now Flowla puts them to work instantly.

With Gong workflow recipes, every new transcript can automatically generate:

• A ready-to-share business case
• A polished meeting summary
• Key notes and insights embedded in your deal room

No manual summarizing, no copy-pasting, and no lag between discovery and delivery.

Why it matters:

• Save hours of manual summarizing and note-taking.
• Keep all follow-up content connected to the original call context.
• Deliver polished, relevant materials to buyers faster than ever.

By the time your next meeting starts, your follow-up assets are ready to go, so conversations keep moving instead of turning into admin work.

Never miss a key stakeholder again 🤝

New stakeholder management workflows automatically track when new people – especially decision-makers – join your deal rooms.

Flowla instantly enriches their contact data, identifies their role, and notifies you the moment they appear, so you can reach out before the window of opportunity closes.

Why it matters:

• Multithread with zero manual tracking.
• Build relationships with every stakeholder early.
• Avoid surprises late in the deal cycle.

For complex buying committees, this feature ensures you’re always connected to the right people – no detective work required.

More flexible summary pages & action plans 🖌️

We’ve made Flowla rooms more modular and customizable so you can adapt them to your unique sales and onboarding processes.

Now you can:

• Add Action Plans as reusable content assets anywhere in the room, giving buyers a clear step-by-step view of the process.
• Use summary pages to hold any type of content, not just mutual action plan overviews.

Why it matters:

• Create customized buyer journeys that match how your team actually sells.
• Make rooms more visual, organized, and buyer-friendly.
• Reuse templates for consistent experiences across deals.

Whether you’re closing a deal, onboarding a new client, or managing renewals, you can now design rooms that perfectly match your workflow.

Launch the perfect workflow in seconds ⚡️

We’ve redesigned the Recipes page from the ground up to make finding and deploying the right automation simpler than ever.

You’ll now see:

• Smarter filters and categories to pinpoint exactly what you need
• Short video walkthroughs to guide setup and explain use cases
• Performance metrics showing which workflows deliver the biggest impact

Why it matters:

• Launch the right workflow in minutes, not hours.
• Learn by example with real-world video guides.
• See exactly which automations deliver the most value.

Instead of wondering where to start, you get guided, data-backed recommendations to help you automate the right parts of your process, quickly.

Ready to automate? 🚀

These updates were built to help you close Q4 strong by cutting the noise and letting automation handle what slows you down.

👉 Book a demo or log in to Flowla to try the new features today.