Workflow Essentials

Why workflows exist

Outreach gets messy fast. A reply comes in. A follow-up gets delayed. Someone forgets to log a lead. Workflows fix that by creating a system around what happens after you send a message. It’s how you go from one-off wins to consistent pipeline.

What they handle

Workflows are built into every step of Flow. They

• Track replies and surface leads that need action
• Sync warm conversations to your CRM
• Nudge you (or Maya) when it’s time to follow up
• Move leads into specific campaigns or stages

You can think of them as your invisible assistant: keeping things organized while you stay focused on conversations.

No setup headaches

Workflows are pre-built to support common outbound motions. As soon as you start using Flow, they’re already running in the background. You can adjust or customize them later, but they’re designed to work out of the box.

No complicated logic. No triggers to build. Just a system that keeps up with your outreach.

Built for people who hate CRMs

If you never want to think about pipeline stages or deal statuses again, workflows have your back. Flow handles the behind-the-scenes handoff so you can just show up, talk to leads, and book calls.

It’s not about automation for the sake of it. It’s about making the parts you hate feel invisible.

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