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
3 workflowsAutomated Lead Enrichment
BeginnerWhen 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.
Pipeline Health Monitor
BeginnerRunning 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.
Strategic Account Monitoring
BeginnerFor 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.
Content
4 workflowsWeekly Content Calendar Builder
BeginnerEvery 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.
Social Content Repurposer
BeginnerThis 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.
Newsletter Automation
BeginnerThis 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.
LinkedIn Thought Leadership Builder
BeginnerThis 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.
Research
6 workflowsWeekly Competitor Analysis
BeginnerThis 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.
Daily Industry Digest
BeginnerThis 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.
Hiring Intelligence Monitor
BeginnerThis 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.
Brand Monitoring & Alerts
BeginnerThis 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.
Social Listening Intelligence
BeginnerThis workflow monitors online conversations about your brand, competitors, and industry — surfacing trends, sentiment shifts, and emerging customer needs from forums, communities, and social media.
Competitor Pricing Tracker
BeginnerThis 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.
Operations
2 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.
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.