Weflow

For users: day-to-day guides for every Weflow module.

Using Weflow

A two-minute video introduction to Ask AI, Weflow's assistant for questions about your pipeline, your recordings and your Salesforce records.

Introduction to Ask AI

Ask AI automatically reads the recording, its linked records and related activities. What a source is, and how to add pipeline views, recordings or records.

Which Sources Can Ask AI Use?

Open Ask AI from any recording page with the sparkle icon and ask about next steps, objections, the buying committee, risks and follow-up wording. 9 examples.

Using Ask AI on a Recording Inside Conversation Intelligence

Open Ask AI from any pipeline view with the sparkle icon. It reads every visible column, up to 2,000 records per view, and can link up to ten views in…

Using Ask AI in Pipeline Views

Five Ask AI prompts for sales reps: prioritize today's deals, write follow-ups in the prospect's words, surface unspoken objections, and test your champion.

Ask AI Prompt Examples for Sales Reps and AEs

Five Ask AI prompts for RevOps and SalesOps: find missing CRM data, score methodology adherence, fix handoff friction, audit discounting, map resource drain.

Ask AI Prompt Examples for RevOps and SalesOps

Five Ask AI prompts for CROs and sales leaders: find forecast friction, audit messaging in calls, track competitor erosion, decode winning deals, team health.

Ask AI Prompt Examples for CROs, VPs and Leadership

Five Ask AI prompts for frontline managers: check pipeline reality against call tone, find coaching moments, catch stalled deals, and confirm decision makers.

Ask AI Prompt Examples for Frontline Sales Managers

Five Ask AI prompts for customer success managers: spot silent churn, find expansion signals, build QBR value stories, track champion changes, adoption gaps.

Ask AI Prompt Examples for Customer Success Managers

Ask AI across your pipeline, recordings and sources, by role.

Using Ask AI

A deep dive into how background sync and the Chrome Extension work as standalone solutions as well as in combination.

The rules and logic behind Weflow's logging algorithm

Why not use Einstein or another provider? Here you'll find our comprehensive answer.

Weflow vs. Einstein Activity Capture

Weflow can back-fill years of past emails and events into Salesforce. What to send us, how long the process takes, and how the add-on is licensed.

How to Sync Historic Emails to Salesforce

A ready-to-use list of public email domains such as gmail.com and outlook.com to add to your Activity Capture exclusion list if you do not sell to them.

Public Email Domains to Exclude From Activity Logging

Depending on your Salesforce license you have different storage sizes.

Is there a limit to how many emails Salesforce can store?

Open Tracking

What Activity Capture does, which mail services it supports, how it matches emails and meetings to Salesforce records, and how to control what gets logged.

Activity Capture Overview

How emails and meetings are captured and logged to Salesforce.

Using Activity Capture

Technical Setup

Weflow detects the meeting language automatically and transcribes 96 languages. The accuracy tiers, how to change the language, and what word error rate means.

Automatic Language Detection and Supported Languages

How Weflow summarizes every recorded meeting from a template, emails the summary to internal attendees, and stores it on the Salesforce event record.

AI Meeting Summary Templates in Conversation Intelligence

Weflow writes follow-up emails from your meeting in the meeting's language, with templates for summaries, check-ins, next steps, proposals and more.

AI Follow-Up Emails After Meetings

Controls in the Weflow recording player: play and pause with the space bar, skip 15 seconds, mute, change playback speed and toggle fullscreen.

Using the Recording Video Player

Leave time-stamped comments on the video, highlight transcript text, tag colleagues with @, and follow every note in one comment feed on a recording.

How to Comment on Recordings

The Health Metrics tab shows meetings recorded, success rate, skip rate and error rate over 7, 30 or 90 days, with a CSV export to investigate skipped meetings.

Recording Health Metrics Overview

Trim clips from recorded calls in the transcript, share them by link, and curate playlists for coaching, onboarding and enablement. Step by step, with a video.

Introduction to Clips and Playlists Available for Recordings

How sales managers use Weflow day to day: team activity in Insights, deal activity in Pipeline Management, deeper questions in Ask AI, and rep call reviews.

Manager Guide: Reviewing Rep Activity and Calls

Overview of Conversation Intelligence product.

Conversation Intelligence 🧠 🎙️ ✨

Learn how Weflow's Conversation Intelligence records, transcribes and summarizes your calls, with auto-linking to Salesforce records, multi-language transcripts, AI summaries, follow-up emails and coaching feedback.

Conversation-Intelligence Overview

Recordings, summaries, coaching and follow-ups.

Using Conversation Intelligence

Overview of Activity Capture report metrics: meeting volume and duration, time in meetings, recorded meetings, email volume, open rate and reply rate.

Activity Insights Reports Explained

Activity, interaction and responsiveness views.

Activity Capture Insights

Open the panel from any record name in a pipeline view to see a full field set, create your own field set templates, and share them with other users.

Pipeline view Side Panel Overview

A machine-learning score that rates each opportunity's likelihood to close, based on field updates and activity. What influences it and how to add it to views.

The Weflow Deal Health Score Overview

Add single conditions with AND or OR operators, group them into condition groups for advanced filtering, and save the filters with your pipeline view.

How to Combine AND and OR Conditions in Custom Filters

Pick the view and record type, show up to eight fields per card, hide columns, filter records, change the grouping and switch the currency calculation.

How to Customize Kanban Boards in Pipeline Views

Show SUM, MAX, MIN or AVERAGE at the bottom of any currency column, including custom fields like margin, and narrow the result with quick or custom filters.

How to Use Calculations in Pipeline Views

Weflow automatically imports your Salesforce views, letting you access, duplicate, edit, and customize them directly in your pipeline.

Importing existing views from Salesforce

Drag a column edge to resize it, switch between Compact and Comfortable row height, and drag columns to reorder them in a table view.

How to Adjust Row Height and Column Width in Pipeline Views

Weflow lets you configure custom warning signals and assign them to different user profiles.

Setting up and configuring Warning Signals

When to use each view in Weflow: kanban for drag-and-drop overviews grouped by stage or owner, table for inline editing with unlimited columns.

Pipeline Views: Kanban vs Table

Weflow admins can configure custom warning signals in the admin console to make it easier to managers and reps to identify deals at risk.

Warning Signals

Choose a record type, start from an existing view or from scratch, apply filters, pick columns, set widths and row height, name the view and pin it.

How to Set Up Custom Pipeline Views

Weflow imports your saved Salesforce views automatically and refreshes them, but changes do not sync back. When to use them and how to build your own instead.

Using Views Imported From Salesforce

Weflow lets you quickly add team members via the admin console or share the sign-up link with them.

Win together as a team

Edit Salesforce records inline or in bulk in a spreadsheet-like view, build table and kanban views with filters, and surface warning signals for deal reviews.

Introduction to Pipeline Management

Waterfall and pacing charts, 50+ deal signals, deal health scores, performance benchmarks and field change indicators, all built on opportunity snapshots.

Introduction to Pipeline Analytics

Turn MEDDIC or any sales methodology into Salesforce picklist fields, then use Weflow templates to guide reps through qualification. A step-by-step guide.

How to Implement MEDDIC in Salesforce With Weflow

Copy a share link from any pipeline view and send it to colleagues, or, as an admin, create view templates that reach every user automatically.

How to Share Pipeline Views With Your Team

Build a table view with the fields you care about, group by owner or stage, and apply a custom filter for empty Next Steps. Works for any field or methodology.

How to Find Opportunities With No Next Steps

Weflow calculates deal health metrics such as email reply rate, time in stage and close date overdue. Add them as fields to any pipeline view in a few clicks.

Add Weflow's Deal KPIs to Your Pipeline Views

Create a pipeline view filtered to open opportunities above an amount and owned by whoever you choose, with quick filters to switch owners. One-minute video.

How to Track High-Value Deals in a Pipeline View

With the Chrome Extension, a Salesforce record page gets Open in Weflow, add task and create note buttons, so you can update records without leaving Salesforce.

Open Salesforce Records in Weflow From the Detail Page

Set up a review view grouped by owner, add tasks from the quick action menu on any record, and adjust the assignee in the timeline. One-minute video included.

How to Create and Assign Tasks During a Pipeline Review

Reassign accounts, opportunities, contacts, leads or custom objects in seconds: filter a pipeline view, select the records, and set the new owner in bulk.

How to Bulk-Update the Owner of Records

Tick auto-sync to push every note change to Salesforce as you write, or sync manually when the note is ready. What unsynced, unlinked and synced mean.

Auto-Sync or Manually Sync Notes to Salesforce

Pipeline views, boards, filters and deal signals.

Using Deal Intelligence & Pipeline

Weflow’s forecasting suite delivers accurate revenue predictions with forecasting, roll-ups, pacing, and quota management.

Forecasting Overview

Weflow forecasting runs independently of Salesforce forecasting. Why set it up again: any field, automatic field history, formula fields and multi-currency.

Forecasting in Weflow vs Forecasting in Salesforce

How the Pacing chart tracks progress toward quota over time, how to read the current period, click into opportunities, and use the AI projection.

Forecasting Pacing Charts Overview

Roll-Up

The following is a step-by-step guide on how submitting a forecast call works.

Roll-Up: Submitting a Forecast Call

Roll-Up: Who can submit/edit forecast calls?

Quota

Weflow’s Waterfall chart visualizes pipeline changes over time, showing start/end values, deal shifts, and trends by rep, team, or org.

Time ranges and historical data

How to calculate stage conversion rates, an example pipeline from raw leads to closed won, why the rates matter, and the pitfalls that distort them.

Forecasting Stage Conversion Rates Explained

Making sure that 'Waterfall' works

What each KPI and column in the Collaborative Forecast view means, how it is calculated, and worked examples for revenue goal, quota, attainment and commit.

Introduction to Collaborative Forecasting

Bottom-up forecasting with roll-ups, deal-by-deal submissions, submission cadences, quota comparison, pacing and AI forecast prediction in Weflow.

Introduction to Sales Forecasting

Forecast calls, roll-ups, pacing and conversion rates.

Using Forecasting & Analytics

How to create notes in Weflow

Apply a note template with one click, create your own in the Template Manager, and share templates with everyone on your account.

How to Create and Use Note Templates

Configure Weflow to store notes in a custom Salesforce object instead of the standard one: the junction object you need, the field mapping and extra properties.

Using a Custom Object for Notes

Everything you can do with tasks in Weflow: create, link, assign, prioritize, comment, filter, and see overdue tasks at a glance. 90-second video and the list.

Weflow Task Manager Explained

Link a note, open the panel, and use the Create task quick action to log a Salesforce task with an assignee and due date without leaving your note.

How to Create Tasks While Taking Notes

Create, link and manage Salesforce tasks from the sidebar, the task manager or pipeline views. Tasks sync both ways and use the standard Salesforce Task object.

Introduction to Tasks

Take notes in Weflow, embed Salesforce fields to update records while you write, use templates built on BANT or MEDDIC, and sync notes to one or more records.

Introduction to Notes

With the Weflow Chrome Extension installed, click any Google Calendar event, choose Create note in Weflow, and start from a note template. One-minute video.

How to Create Notes From Google Calendar

Take notes, manage tasks and sync them to Salesforce.

Notes & Tasks

Create scheduled AI agents that read recordings and emails, produce a report, and deliver it by email or Slack. Instructions, test runs, activation and usage.

Agent Builder and Agent Flows

Using AI Agents

Changelog

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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