Pre-built AI workflows — ready to deploy.

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.

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

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

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.

Given an approved topic and brief, this workflow researches the subject, drafts a full SEO-optimized article, runs an approval gate, and publishes directly to your website or newsletter platform.

This workflow conducts a trend audit, reviews your past content performance, identifies content gaps, and produces a complete 30-day calendar with topic ideas, formats, keywords, and publication dates.

When the Competitive Intelligence Agent detects significant competitor changes, this workflow automatically drafts comparison content, battle cards, and thought leadership responses — keeping you one step ahead.

This workflow generates and maintains your sales enablement library — case studies, one-pagers, battle cards, and ROI calculators — keeping materials current with your product and market.

This workflow identifies relevant journalists and publications, researches their recent coverage, and drafts personalized pitches tailored to each outlet — all queued for your review before sending.

This workflow monitors industry trends, identifies the most important conversations happening in your space, and drafts expert-level opinion pieces and analysis posts for your founders and executives.

Before and after conferences, webinars, and speaking engagements, this workflow generates promotional content, live updates, recap articles, and social highlights — maximizing the content value of every event.

This workflow takes customer outcome data from your CRM and drafts a complete case study — challenge, solution, results — formatted for your website, sales deck, and newsletter.

This workflow identifies disengaged subscribers in your email list, segments them by inactivity duration, and drafts targeted re-engagement sequences — maximizing list health and deliverability.

This workflow compiles a comprehensive market intelligence briefing — covering industry trends, competitive landscape, and market signals — formatted for board and investor presentations.

This workflow monitors regulatory sources, government publications, and compliance news in your industry — delivering structured briefings when new regulations, guidance, or enforcement actions could affect your operations.

This workflow processes customer interview transcripts and feedback — identifying recurring themes, pain points, feature requests, and language patterns — synthesizing them into structured insights for product and marketing teams.

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.

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.

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

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

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.

This workflow analyzes your Stripe and HubSpot data weekly to generate a structured revenue forecast — comparing current pipeline against targets, identifying coverage gaps, and projecting end-of-quarter outcomes.

This workflow monitors Stripe subscription data for early churn signals — usage drops, payment failures, downgrade events — and triggers proactive outreach workflows for at-risk accounts.

This workflow analyzes CRM data to surface individual rep performance, quota attainment, pipeline coverage, and deal velocity — delivered as a structured briefing for sales leadership every Friday.

This workflow analyzes your content performance across channels — organic traffic, engagement, and conversions — and generates insights on what topics and formats are driving results.

This workflow generates comprehensive monthly performance reports for each of your agency clients — covering SEO performance, content metrics, competitive landscape, and strategic recommendations.

This workflow analyzes your best customers — their firmographics, technology stack, and deal characteristics — to identify patterns that define your ideal customer profile and sharpen your targeting.

This workflow analyzes closed-won and closed-lost deals in your CRM, enriches lost deals with competitive context, and generates structured win-loss insights to inform your sales and product strategy.

This workflow analyzes your customer base for expansion signals — customers approaching plan limits, high-engagement accounts, or customers who would benefit from additional products.