Workflow Templates

Pre-built AI workflows — ready to deploy.

Browse 60+ workflow templates across Sales, Content, Research, Operations, and Analytics. Every workflow includes human approval gates so you stay in control.

Operations

8 workflows

Client Onboarding Sequence

Beginner

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.

StripeNotionGmail+2
~15 credits

SEO Gap Analysis

Intermediate

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.

AhrefsSEMrushGoogle Search Console+2
~20 credits

Customer Success Intelligence

Intermediate

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.

StripeHubSpotGmail+1
~20 credits

Referral Partner Activation

Intermediate

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

ApolloHubSpotGmail+3
~25 credits

Content SEO Sprint

Advanced

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.

AhrefsGoogle Search ConsoleBrave Search+3
~60 credits

Technical SEO Audit

Intermediate

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

AhrefsGoogle Search ConsoleNotion+1
~20 credits

CRM Data Hygiene

Intermediate

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.

HubSpotApolloClay+2
~18 credits

Job Candidate Research

Beginner

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

Brave SearchPerplexityNotion+2
~10 credits

Ready to deploy your first workflow?

Start free with 20 credits. Every workflow includes human approval gates.