Pre-built AI workflows — ready to deploy.

When a new lead enters your CRM or fills a form, this workflow automatically enriches them with company data, decision-maker contacts, and a fit score — routing qualified leads to your sales team immediately.

Define your ICP, and this workflow identifies target companies, enriches key contacts, drafts personalized outreach, and builds your campaign in HubSpot — ready for your review and approval.

Running weekly, this workflow scans your entire CRM pipeline, identifies stale deals, re-enriches contacts, and delivers a prioritized action list — so your team always knows exactly what to do next.

The end-to-end lead-to-deal workflow: inbound leads are researched and scored, qualified leads enter the pipeline with enriched data, and stale deals are automatically re-engaged — creating a complete automated sales flow.

This workflow monitors for buying signals — funding events, hiring sprees, leadership changes — and automatically drafts personalized outreach that references the specific trigger event.

For your target account list, this workflow builds a complete ABM play — researching each account, identifying all decision-makers, creating personalized multi-channel outreach, and coordinating timing across email, LinkedIn, and content.

This workflow identifies potential technology partners, channel partners, or integration opportunities — researching each one and drafting personalized partnership outreach for your review.

This workflow researches each prospect on your outreach list, identifies a relevant hook for each one, and drafts a genuinely personalized cold email — not a mail-merge template.

This workflow analyzes each sales rep's territory — mapping the total addressable accounts, identifying whitespace, and generating territory-specific intelligence to focus prospecting efforts.

For your key customers and prospects, this workflow monitors for important signals — leadership changes, funding events, product launches, and news — delivering timely alerts so you can engage at the right moment.

Every Monday, this workflow monitors trending topics in your industry, analyzes what's resonating, and generates a prioritized content calendar for the week — with topic ideas, angles, and recommended formats.

Given an approved topic and brief, this workflow researches the subject, drafts a full SEO-optimized article, runs an approval gate, and publishes directly to your website or newsletter platform.

This workflow takes a published article or URL and generates adapted social posts for LinkedIn and Twitter/X, a newsletter summary, and any other channels in your brief — all queued for approval.

This workflow conducts a trend audit, reviews your past content performance, identifies content gaps, and produces a complete 30-day calendar with topic ideas, formats, keywords, and publication dates.

This workflow monitors your industry weekly, pulls the most interesting developments, drafts a structured newsletter with your signature sections, and queues it for your review and send.

When the Competitive Intelligence Agent detects significant competitor changes, this workflow automatically drafts comparison content, battle cards, and thought leadership responses — keeping you one step ahead.

This workflow generates and maintains your sales enablement library — case studies, one-pagers, battle cards, and ROI calculators — keeping materials current with your product and market.

This workflow identifies relevant journalists and publications, researches their recent coverage, and drafts personalized pitches tailored to each outlet — all queued for your review before sending.

This workflow builds and executes your complete product launch content strategy — announcement email, blog post, social content, PR pitch, and sales enablement materials — all coordinated around your launch date.

This workflow monitors industry trends, identifies the most important conversations happening in your space, and drafts expert-level opinion pieces and analysis posts for your founders and executives.

Before and after conferences, webinars, and speaking engagements, this workflow generates promotional content, live updates, recap articles, and social highlights — maximizing the content value of every event.

This workflow takes customer outcome data from your CRM and drafts a complete case study — challenge, solution, results — formatted for your website, sales deck, and newsletter.

This workflow identifies disengaged subscribers in your email list, segments them by inactivity duration, and drafts targeted re-engagement sequences — maximizing list health and deliverability.

This workflow monitors your industry for interesting developments, generates 5 LinkedIn posts for the week with unique angles, and queues them for your review and scheduling.

This workflow combines SEO gap analysis, content calendar planning, article creation, and multi-channel distribution into a single end-to-end pipeline that runs continuously.

This workflow runs daily competitor monitoring and synthesizes findings into a weekly briefing — covering pricing changes, product updates, job postings, and content moves across all your tracked competitors.

This workflow monitors hundreds of industry sources overnight and delivers a curated briefing to your inbox by 8am — covering the news, trends, and signals that matter to your business.

Before entering a new market, this workflow conducts comprehensive research — mapping the competitive landscape, sizing the opportunity, identifying customer segments, and surfacing go-to-market considerations.

This workflow compiles a comprehensive market intelligence briefing — covering industry trends, competitive landscape, and market signals — formatted for board and investor presentations.

This workflow monitors competitor job postings to identify strategic direction signals — what capabilities they're building, which markets they're entering, and what roles they're prioritizing.

This workflow monitors the web for mentions of your brand, products, executives, and key terms — surfacing reviews, press coverage, social mentions, and competitor comparisons for your marketing team.

This workflow monitors regulatory sources, government publications, and compliance news in your industry — delivering structured briefings when new regulations, guidance, or enforcement actions could affect your operations.

Before your annual planning cycle, this workflow conducts a full market analysis — competitive landscape, industry trends, customer intelligence, and opportunity mapping — compiled into a strategy-ready document.

This workflow monitors online conversations about your brand, competitors, and industry — surfacing trends, sentiment shifts, and emerging customer needs from forums, communities, and social media.

This workflow monitors competitor pricing pages daily and delivers an immediate alert the moment any pricing change is detected — with context on what changed and strategic implications.

This workflow processes customer interview transcripts and feedback — identifying recurring themes, pain points, feature requests, and language patterns — synthesizing them into structured insights for product and marketing teams.

Before entering a new market or vertical, this workflow researches the landscape, identifies the ideal ICP, maps the competitive environment, and generates a structured go-to-market plan for your team.

From Stripe payment confirmation to fully onboarded client, this workflow creates the workspace, sends the welcome email, schedules the kickoff, and notifies your team — all in seconds.

This workflow audits your site against competitors using Ahrefs and generates a prioritized list of content opportunities — organized by search volume, competition level, and strategic fit.

This workflow monitors customer health signals across Stripe, HubSpot, and usage data — surfacing expansion opportunities, detecting churn risk, and generating proactive outreach recommendations for your CS team.

This workflow helps you identify, onboard, and activate referral and channel partners — with tailored enablement materials, regular intelligence briefings, and coordinated outreach support.

This workflow conducts a targeted SEO gap analysis, selects the highest-opportunity keyword targets, and executes a full content sprint — from topic identification to published articles — in one coordinated workflow.

This workflow conducts a structured technical SEO audit — identifying crawlability issues, indexation problems, page speed bottlenecks, and structural problems — with a prioritized fix list.

This workflow scans your HubSpot CRM for stale, incomplete, or inaccurate records — re-enriching contacts, merging duplicates, and flagging data quality issues for your sales team.

For key hires, this workflow researches candidate backgrounds, LinkedIn profiles, published work, and professional reputation — giving your hiring team fully briefed context before interviews.

This workflow analyzes your Stripe and HubSpot data weekly to generate a structured revenue forecast — comparing current pipeline against targets, identifying coverage gaps, and projecting end-of-quarter outcomes.

This workflow monitors Stripe subscription data for early churn signals — usage drops, payment failures, downgrade events — and triggers proactive outreach workflows for at-risk accounts.

This advanced workflow combines competitive monitoring, revenue intelligence, and weekly business digests into a comprehensive intelligence stack — with agents chained so each informs the next.

This workflow connects to Stripe and HubSpot, analyzes your weekly revenue performance, compares against prior periods, and delivers a structured briefing to your leadership team every Monday morning.

This workflow analyzes CRM data to surface individual rep performance, quota attainment, pipeline coverage, and deal velocity — delivered as a structured briefing for sales leadership every Friday.

This workflow analyzes your content performance across channels — organic traffic, engagement, and conversions — and generates insights on what topics and formats are driving results.

This workflow generates comprehensive monthly performance reports for each of your agency clients — covering SEO performance, content metrics, competitive landscape, and strategic recommendations.

This workflow combines CRM data, content analytics, and attribution signals to surface which demand generation activities are driving pipeline — helping you invest in what works and cut what doesn't.

This workflow analyzes your best customers — their firmographics, technology stack, and deal characteristics — to identify patterns that define your ideal customer profile and sharpen your targeting.

This workflow analyzes closed-won and closed-lost deals in your CRM, enriches lost deals with competitive context, and generates structured win-loss insights to inform your sales and product strategy.

This workflow analyzes your team's deal activity, win rates, and pipeline patterns to generate coaching insights for each rep — helping managers focus their coaching on the highest-impact improvements.

This workflow analyzes your customer base for expansion signals — customers approaching plan limits, high-engagement accounts, or customers who would benefit from additional products.

This workflow defines and calculates a customer health score for every account in your CRM — combining product usage, revenue, support, and engagement signals into a single score your CS team can act on.