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The fastest way to start a campaign in Flowiz is using a Recipe. A Recipe is a pre-configured workflow that connects data sources (like Google Maps) to Action Agents (like Email or WhatsApp).

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Accessing the Library

To open the Recipe Library:
  1. Go to the Automations tab.
  2. Click the purple + Create New Flow button in the top right corner.
Add Button Light

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Choosing a Strategy

The library is divided into strategies based on your goal. Recipe Library Light

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Common Recipes

Cold Email Outreach

Trigger: Excel Upload Action: Sends a personalized email sequence. Best for: B2B Sales when you already have a lead list.

WhatsApp from Google Maps

Trigger: Google Maps Extractor Action: Extracts phone numbers and sends a WhatsApp message. Best for: Local businesses (e.g., selling to restaurants).

Inbound WebBot

Trigger: Website Visitor Action: Captures lead details via chat. Best for: Customer support and lead qualification.

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Customizing a Recipe

Once you select a recipe, you will see the “Customize Your Flow” window.
  1. Flow Prompt: You can edit the text instructions to change the tone (e.g., change “Professional” to “Friendly”).
  2. Business Details: Ensure your business name is correct so the AI introduces you properly.
  3. Click Automate to generate the flow.