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.

Sales

10 workflows

Automated Lead Enrichment

Beginner

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.

ApolloHubSpotClay+2
~10 credits

Outbound Campaign Builder

Intermediate

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.

ApolloHubSpotClay+2
~25 credits

Pipeline Health Monitor

Beginner

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.

HubSpotApolloSlack+1
~15 credits

Lead-to-Deal Pipeline

Advanced

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.

ApolloHubSpotClay+2
~40 credits

Trigger-Based Outreach

Intermediate

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

ApolloHubSpotBrave Search+2
~20 credits

Account-Based Marketing Runner

Advanced

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.

ApolloHubSpotClay+3
~35 credits

Partnership Pipeline Builder

Intermediate

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

ApolloHubSpotBrave Search+2
~20 credits

Cold Email Personalization at Scale

Intermediate

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.

ApolloHubSpotClay+2
~20 credits

Sales Territory Intelligence

Advanced

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

ApolloHubSpotNotion+2
~30 credits

Strategic Account Monitoring

Beginner

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.

ApolloHubSpotBrave Search+2
~12 credits

Ready to deploy your first workflow?

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