Watch how our very own AEs are using Olli's Flow Mode to start their day:
Flow Mode: Your Auto-Generated Daily Deal Plan
š„ What is Flow Mode?
Instead of manually reviewing your entire pipeline, Olli scans your entire pipeline and surfaces what matters most so you can focus on high-impact activities. And - Flow Mode doesn't just suggest what to do, Olli actually executes by writing his own prompts and doing the work to move deals forward.
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Accessing Flow Mode:
Log into Fluint
Look for the Flow Mode button in the left sidebar (flame icon)
Click the Flow Mode button to activate the analysis
Working in Flow Mode:
Click on Flow Mode to get started; Olli will begin analyzing your pipeline:
You'll see a note "Analyzing your deals..." for 30-60 seconds
Olli assesses info like deal stage, amount, close date, etc. to rank priority
If your calendar is connected, you'll also see recommendations based on upcoming and recent meetings
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Outputs:
Today's Priorities
Flow Mode displays the number of items that need your immediate attention at the top of the screen. This gives you a quick overview of your workload and helps you plan your day accordingly.
Upcoming Meetings
Flow Mode automatically surfaces your upcoming meetings and provides actionable context.
Deals Needing Attention
Olli's analysis and strategic recommendation for next steps on your highest priority deals.
Quick Actions
Each prioritized item comes with suggested actions you can take directly from the Flow Mode interface, eliminating the need to switch between multiple tools or screens.
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Benefits of Using Flow Mode
Eliminate daily decision paralysis with focused starting points
Smart prioritization with high priority deals automatically highlighted
Leverage Olli as your deal execution partner
Show up sharply prepared for meetings, in a fraction of the time
Flow Mode transforms Olli from assistant to sales agent who manages your workload. Your role becomes more about reviewing, tweaking, and sending.
FAQs:
Some of my deals aren't showing up in Flow Mode, why not? | Make sure you're listed as a collaborator on all of your deals. Olli will only assess deals where you're assigned. |
How is Olli ranking my deals? | Olli assesses deal info like close date, current stage, value, and engagement to determine priority.
When in Flow Mode, click the Settings icon to view details about deal scoring weights. |
I don't see the meeting sections, how can I connect Olli to my calendar? | Head to the main Settings tab in Fluint (gear icon in bottom left corner). Navigate to Individual Integrations - you'll see an option to connect your calendar at the top!
*Note connecting your calendar can send a bot. Be sure to set recording settings to manual if you do not want a bot recording your calls! |
Best Practices:
āļø Start Your Day with Flow Mode
Make Flow Mode your first stop each morning
Review priorities before diving into individual deals & calls
Use it to plan your daily schedule
āļø Act on Priorities Quickly
Flow Mode surfaces what needs attentionātake action on those items first
Use the auto-generated prompts to jumpstart your work
š¤ Combine with Olli for Maximum Efficiency
Use Flow Mode to identify what to work on
Keep prompting Olli to execute on those priorities (draft emails, prepare questions, create business cases)
ā° Regular Check-ins
Activate Flow Mode multiple times throughout your day
Keep your CRM data up-to-date for more accurate prioritization
Review priorities after major meetings or deal updates
Flow Mode transforms how you manage your sales day by replacing reactive pipeline management with proactive, AI-powered prioritization. Spend less time figuring out what to work on and more time closing deals.