Operations
Activate your partner network with AI-driven enablement.
This workflow helps you identify, onboard, and activate referral and channel partners — with tailored enablement materials, regular intelligence briefings, and coordinated outreach support.
Workflow Steps
How this workflow runs
Partner identification
Deal Flow MonitorDeal Flow Monitor identifies potential referral partners matching your criteria.
Partner research
Market Research AnalystEach potential partner is researched for audience fit and strategic alignment.
Outreach drafting
Deal Flow MonitorPersonalized partnership outreach is drafted for identified candidates.
Onboarding materials
Content Marketing FlywheelPartner onboarding documents, FAQs, and enablement materials are generated.
Partner intelligence briefings
Weekly Business DigestActive partners receive weekly industry briefings to help them represent your product.
Co-marketing content
Content Marketing FlywheelCo-branded content pieces are drafted for joint promotion.
Triggers
What starts this workflow
Manual trigger for partner identification
Automatic for active partner enablement
Outputs
What you get when it runs
Partner candidate list with research profiles
Outreach drafts for approval
Partner onboarding documents
Weekly partner briefings
Co-marketing content drafts