How to Migrate from Floworks to Ceven
Floworks is a YC-backed platform that uses Alisha AI SDR to research prospects, write personalized cold emails, and book meetings, automating the sales outreach process. Ceven, on the other hand, is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build & host no-code pages/apps.
This guide will walk you through migrating your workflows from Floworks to Ceven, ensuring a smooth transition and helping you take advantage of Ceven's advanced features.
Migrate from Floworks to Ceven in 7 steps
Inventory Your Workflows
Start by listing all the workflows you have in Floworks, focusing on their outcomes rather than the steps. Note down the apps and data involved in each workflow.
Connect the Same Apps in Ceven
Log in to your Ceven account and connect the same apps you were using in Floworks. Ceven supports 1,000+ tools, so you should find all the integrations you need.
Describe the Outcomes to Rebuild
In Ceven, describe the outcomes you want to achieve, rather than recreating the exact steps from Floworks. This allows you to take advantage of Ceven's AI steps and approval gates.
Add AI Steps and Approval Gates
Identify any brittle or error-prone parts of your Floworks workflows and add AI steps or human-approval gates in Ceven to handle these more robustly.
Validate in Parallel
Run both Floworks and Ceven in parallel for a period, using real data. This ensures that your Ceven workflows are working as expected and allows for a smooth transition.
Schedule and Cut Over
Once you've validated that Ceven is working correctly, schedule a time to cut over. Remember to add human-approval gates on writes to systems of record.
Monitor and Optimize
After the cutover, monitor your workflows in Ceven and optimize as needed. Use Ceven's AI capabilities to continually improve your sales and outreach processes.
Why teams switch from Floworks to Ceven
Teams often switch from Floworks to Ceven for several reasons. Ceven offers a more comprehensive set of features, including the ability to run end-to-end workflows on a schedule, integrate with 1,000+ tools, and add AI steps and human-approval gates. This makes Ceven a more versatile and powerful platform for automating sales and outreach processes.
Additionally, Ceven's no-code page and app builder can be a significant advantage for teams looking to create custom interfaces for their workflows. While Floworks excels in AI-driven sales outreach, Ceven's broader capabilities make it a strong choice for teams looking to automate a wider range of tasks.
What moves over and what doesn't
When migrating from Floworks to Ceven, the workflows and automations are what you'll be moving over. Ceven does not auto-import your data or workflows from Floworks, so you will need to rebuild them. However, this process allows you to optimize and consolidate your workflows, often resulting in fewer, more capable automations.
What doesn't move over is the actual CRM database or any data stored within Floworks. Ceven is not a CRM and does not replace the system of record. Instead, it runs alongside your CRM, automating the busywork around it, such as enrichment, follow-ups, syncing, and reporting.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from Floworks to Ceven is attempting to recreate workflows one-for-one. Instead, focus on the outcomes you want to achieve and describe these in Ceven. This approach allows you to take full advantage of Ceven's capabilities and often results in more streamlined and effective workflows.
Another pitfall is rushing the transition. It's crucial to run both Floworks and Ceven in parallel for a period, using real data, to ensure that your Ceven workflows are working as expected. This allows for a smooth transition and minimizes the risk of disruption to your sales and outreach processes.
Frequently asked
Can Ceven auto-import my workflows from Floworks?
No, Ceven does not offer an automatic import feature for workflows. You will need to rebuild your workflows in Ceven, but this process allows you to optimize and consolidate them, often resulting in fewer, more capable automations.
What happens to my data in Floworks during the migration?
Your data remains in Floworks. Ceven is not a CRM and does not replace your system of record. Instead, it runs alongside your CRM, automating the busywork around it. You will need to re-authorize the same connected apps in Ceven.
How long does the migration process typically take?
The duration of the migration process depends on the complexity and number of workflows you have in Floworks. It's recommended to allocate sufficient time for rebuilding, validating, and optimizing your workflows in Ceven. Running both systems in parallel ensures a smooth transition and minimizes disruption.