Increase Productivity by Creating Starter Flows Fast Using Einstein for Flow | Automate This!

Einstein for Flow streamlines processes and automates tasks

Pittman Industrial Marketing, Inc. is a manufacturers' representative firm in the southeast U.S. specializing in the metalworking industry. We sell, implement, and service a diverse portfolio of industrial tools and technologies, ensuring cost-effective solutions for our end users and distributors. Einstein for Flow is an artificial intelligence (AI) tool that admins can use to quickly create starter flows, by describing the automation they want to create using natural language or prompts. We use Einstein for Flow to streamline our processes and improve productivity through automation. With this tool we can automate manual tasks, allowing us to focus more on our customers and less on administrative work.

The key to building great starter flows with Einstein for Flow is providing descriptive prompts. Clearly outline what should trigger the automation, the specific objects it will interact with, and the exact actions it needs to perform. A good prompt includes detailed instructions on when the flow should start, the criteria it should use, and the tasks it should complete. However, it’s essential to understand that the initial flows generated by Einstein for Flow are not ready for immediate activation. This is where some human touch is needed. Admins must thoroughly review and refine these flows, making necessary adjustments to ensure they meet the precise needs of the organization.

Here are three use cases we implemented to increase our efficiency across our departments.

Create a high-priority task when a new opportunity is created

Key business problem

It can be challenging to manage new opportunities and ensure timely follow-up. Previously, assigning tasks for follow-up was a manual process, prone to delays and errors, and quite time consuming.

Solution

To ensure timely engagement with the customer, we created a flow using Einstein for Flow that automatically assigns a high-priority task to the opportunity owner whenever a new opportunity is created.

Here’s the prompt I used:
"Create a screen flow that collects new Opportunity information. The information it should collect is the name of the opportunity, close date, the amount, and the progress state of the opportunity. The flow should then create an opportunity record. Then create a task for the account owner to follow up, the task priority should be set to high and must be due 3 days after it was created."

Prompt tip: Ensure your prompt includes clear instructions on what type of flow it is, the criteria for the information to be captured for the task and opportunity, and the action to be taken. This ensures Einstein generates the flow as intended.

How Einstein created the solution for us:

1. It created a screen flow for the Opportunity object that captures name, amount, close date, and stage.
2. It added an element to create the new opportunity record with the information captured on the screen flow.
3. It created a task with high priority assigned to the account owner.

Business results

This flow ensures no new opportunity goes without a timely follow-up, improving our customer engagement and increasing our chances of closing deals.

Automatically update contact ownership with Einstein for Flow

Key business problem

Updating contact ownership manually to match account ownership was time consuming and error prone.

Solution

We implemented a flow that updates the contact ownership automatically whenever a new contact is created or updated.

Here’s the prompt I used:
"Create a flow that runs every time a new contact is created or updated. The flow must change the ownership of the contact to the same owner as the account."

Prompt tip: Make sure to specify the object and fields accurately in your prompt. Clearly define the actions you want the flow to take, such as updating the ownership field.

How Einstein created the solution for us:

1. It created a record-triggered flow for the Contact object, triggered when "A record is created or updated".
2. It added an action to update the contact record to set the contact owner to match the account owner.

Business results

This flow ensures no new opportunity goes without a timely follow-up, improving our customer engagement and increasing our chances of closing deals.

Automatically update contact ownership with Einstein for Flow

Key business problem

Updating contact ownership manually to match account ownership was time consuming and error prone.

Solution

We implemented a flow that updates the contact ownership automatically whenever a new contact is created or updated.

Here’s the prompt I used:
"Create a flow that runs every time a new contact is created or updated. The flow must change the ownership of the contact to the same owner as the account."

Prompt tip: Make sure to specify the object and fields accurately in your prompt. Clearly define the actions you want the flow to take, such as updating the ownership field.

How Einstein created the solution for us:

1. It created a record-triggered flow for the Contact object, triggered when "A record is created or updated".
2. It added an action to update the contact record to set the contact owner to match the account owner.

Business results

This flow eliminates the manual step of updating contact ownership, ensuring accuracy and saving time.

Send emails using Einstein for Flow in custom objects

Key business problem

Communications between the field and office regarding service estimates could be improved.

Solution

To ensure timely and consistent communication between departments, we want to automate emails to the appropriate contacts when service estimates are created.

Here’s the prompt I used:
"Create a flow that triggers every time a new Service Estimate is created. The flow should send an email to the owner to let him know that there is a new Service Estimate, the email must contain information about the record."

"Create a flow that triggers when a Service Estimate is created. It should only trigger when Ready for Billing checkbox is true. Then send an email to the Bill To Contact to let him know his estimate is ready and a sales representative will be in touch shortly."

Prompt tip: Include the criteria for when the flow should start and the details of the email content in your prompt. This ensures the emails sent are relevant and informative.

How Einstein created the solution for us:

1. It created a record-triggered flow for the Service Estimate object, triggered when "A record is created".
2. It added an action to send an email to the Bill To Contact for the billing flow.
3. It created a brief template of the email including Service Estimate information.

Business results

These flows ensure that all relevant parties are informed promptly about new service estimates, improving coordination and customer satisfaction.

Sales Efficiency:

• Task assignment automation for new opportunities reduces the risk of missed follow-ups and ensures timely customer engagement.
• Automated contact ownership updates reduce manual errors and administrative workload, allowing sales teams to focus more on selling.

Operational Communication:

• Email notifications for service estimates ensure that all relevant parties are kept in the loop, improving communication between the field and office.
• Consistent and timely notifications help in reducing delays and improving the accuracy of information shared.

Time savings and accuracy

By implementing these automations constantly month by month, we can save time that would otherwise be spent on manual administrative tasks. This not only increases our efficiency but also ensures that our data remains accurate and up to date, leading to better decision-making and reporting.

Scalability

As we continue to grow, these automated processes can easily scale with us. With Einstein for Flow, we can create new flows or, in the future when the feature is available (#ForwardLookingStatement), modify existing ones quickly using natural language, ensuring that our automation evolves with our business needs. Automating repetitive tasks with Einstein for Flow helps reduce operational costs as we keep finding use cases for them. Our team can redirect this time saved toward more strategic activities, adding value to our services and improving customer satisfaction.

Improve processes with Einstein for Flow

By leveraging Einstein for Flow, Pittman Industrial has automated repetitive tasks, ensuring timely follow-ups and updates. These automations not only save time but also reduce errors and improve overall efficiency. Implement these starter flows to see similar improvements in your processes.

Whether it's automating task assignments, updating records, or ensuring timely communication, Einstein for Flow makes automation easy and effective for everyone at Pittman Industrial—especially for me as an accidental admin and Flownatic.

Resources

• Salesforce Help: Options for Sending Emails from a Flow
• Salesforce Help: How to create a Flow to make a Task when a box is checked on an Opportunity
• External site: YouTube: Flow: Automatically change record owner to a specific user upon update

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