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 workflowsClient Onboarding Sequence
BeginnerFrom 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.
SEO Gap Analysis
IntermediateThis 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.
Customer Success Intelligence
IntermediateThis 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.
Referral Partner Activation
IntermediateThis workflow helps you identify, onboard, and activate referral and channel partners — with tailored enablement materials, regular intelligence briefings, and coordinated outreach support.
Content SEO Sprint
AdvancedThis 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.
Technical SEO Audit
IntermediateThis workflow conducts a structured technical SEO audit — identifying crawlability issues, indexation problems, page speed bottlenecks, and structural problems — with a prioritized fix list.
CRM Data Hygiene
IntermediateThis 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.
Job Candidate Research
BeginnerFor key hires, this workflow researches candidate backgrounds, LinkedIn profiles, published work, and professional reputation — giving your hiring team fully briefed context before interviews.