Workflow gallery150+ and growing
AI workflows for the work you actually do.
Each workflow shows the job, what it used to cost you in time, the exact steps split between AI and you, the tools involved, and the situations where it falls apart. Search it, or pick your role.
Matching workflows
sales · Sales Manager
Research an incoming company and its decision makers before a first sales meeting
when done manually, account research is slow and inconsistent. important context is often missed because there is rarely enough time to dig through annual reports, recent news, and social profiles for every single scheduled call.
sales · Account Executive
Prep for a B2B demo call by checking recent company news, job postings, and tech stack changes to build relevant questions.
Account Executives spend valuable minutes right before a sales call scrambling across multiple tabs to find relevant context, often missing key signals like recent executive hires or department expansions that could shape the conversation.
sales · Sales Manager
Reviewing a new sales rep's practice pitch against the team's call criteria before letting them talk to real prospects
Sales managers are too busy to sit through and grade every single practice pitch live, meaning new hires often practice in isolation or get rushed feedback that misses key objection-handling criteria.
sales · Founder-led Sales
reaching out to former colleagues and personal contacts to announce a new company or product launch without sounding like a spammy marketer
writing individual, warm notes to dozens of people takes hours, and generic templates look obviously mass-emailed, causing contacts to ignore or delete the message
sales · Account Executive
Reviving deals that went quiet after sending a proposal by finding matching case studies and writing a follow-up message.
When deals stall after a proposal, account executives often let them sit indefinitely because reviewing past CRM notes and digging through marketing collateral for a relevant case study takes too much time during a busy pipeline week. When they do try to follow up, the messages are often generic check-ins rather than specific, consultative touchpoints that address the prospect's actual hesitation.
sales · Founder-led Sales
Turn raw discovery call notes into a structured pilot proposal for a new client
Translating messy meeting notes into a formal, tailored scope of work takes hours, and it is easy to miss specific client requirements or misstate the agreed-upon pilot terms.
sales · Account Executive
Reviewing discovery call notes before booking a software demo to check if the prospect has a real budget, a hard timeline, and actual authority to buy.
Account executives often spend time preparing for and running software demos with prospects who turn out to be individual contributors with no purchasing power, or who have not actually quantified their business problem, leading to wasted calendars and stalled deals.
sales · Sales Manager
Review the sales pipeline before the weekly team meeting to find deals that haven't moved stages and figure out why.
Sales managers spend hours hunting through CRM records right before pipeline reviews, often missing stagnant deals because checking every opportunity individually takes too much time.
sales · Founder-led Sales
Reply to inbound beta signups to figure out if they are a real fit before getting on a call
Founders spend too much time manually looking up every single beta user who signs up, trying to guess if they have the actual problem the product solves, resulting in wasted calls with people who cannot use or buy the product.
sales · Account Executive
Tailor the demo pitch to different stakeholders based on company research and discovery notes
When prepping for a demo, Account Executives spend excessive time manually cross-referencing quarterly reports, recent hire announcements, and messy discovery notes to figure out what matters to finance, operations, and executive buyers. If discovery notes are sparse or the target account is an early-stage startup with a flat structure, this prep yields little value, leaving the AE guessing during the call.
sales · Sales Manager
Reviewing stagnant deals in the pipeline before the weekly forecast meeting to figure out what is actually blocking them and decide who to call or email.
By the time a deal sits without movement for two weeks, the notes in the CRM are often outdated, buried across multiple meeting recordings, or missing entirely, making it hard to figure out the real reason the deal stalled without manually reading through every single email thread and call transcript.
sales · SDR / BDR
Researching target accounts for cold outreach by checking recent news and job postings to write a personalized first email
Doing manual account research takes significant time per lead, and the process breaks down entirely when a target company lacks public news or hiring updates, or when the prospect is brand new to their role.
sales · Founder-led Sales
following up on proposals that went quiet without annoying the prospect
Stalled deals sit in the CRM for weeks because writing a thoughtful, low-pressure check-in requires re-reading past transcripts and finding a relevant angle, which founders often postpone in favor of active pipeline work.
sales · Founder-led Sales
Outline a custom proof-of-concept project plan after an enterprise discovery call
Translating messy discovery notes into a structured, tailored evaluation plan takes hours of rewriting, leading to delayed follow-ups and inconsistent scoping across deals.
sales · Sales Manager
Reviewing sales call recordings to see how reps handle customer objections and figuring out what coaching they need
Managers rarely have enough hours in the day to listen to every recorded sales demo, meaning objection handling mistakes go unnoticed and uncorrected until deals are already lost.
sales · Sales Manager
Audit slipped close dates in the CRM before the monthly executive forecast call
Pipeline reports are often inaccurate because reps leave past-due close dates sitting in the CRM, leading to awkward surprises and scrambling during leadership reviews.
sales · Founder-led Sales
Write a detailed technical reply to a prospect who raised an infrastructure objection during a product demo
Founders delay responding to technical objections because drafting a precise, accurate answer requires pulling context from past support tickets, product documentation, and engineering notes, which interrupts active deal momentum.
sales · Sales Manager
Reviewing closed-lost deal notes to identify why competitors are winning deals so we can update our sales training
Lost deal notes live in different CRM fields and reps write them in completely different ways, making it hard to spot patterns without spending hours reading through dozens of records.
sales · Sales Manager
Listening to sales call recordings and writing coaching notes before a one-on-one meeting with a rep
Sales managers spend hours listening back to full call recordings or scanning messy transcripts to find specific coaching moments, meaning preparation often gets rushed or skipped entirely.
sales · Sales Manager
Calculate if the sales team actually has enough pipeline to hit their quarterly targets before locking in their quotas.
Sales managers often set quarterly quotas based strictly on historical targets or top-down revenue goals without accurately verifying whether the active pipeline actually has enough weighted value and historical win-rate probability to support those numbers. When reps fall short mid-quarter, it is usually because the pipeline coverage calculation relied on outdated deal stages or bloated opportunity amounts rather than realistic deal health.
sales · SDR / BDR
Find specific triggers in a company annual report for a personalized pitch
Reading through 100-page annual reports and financial filings takes hours, and it is easy to miss the specific strategic priorities, budget allocations, or stated challenges that tie directly to what you are selling.
sales · SDR / BDR
Mapping the buying committee for a target enterprise account before initial outreach
Relying on outdated directory data and guessing who holds decision-making power leads to generic outreach sent to the wrong people, resulting in low response rates and wasted time on dead-end accounts.
sales · Founder-led Sales
Pulling together the early sales pipeline numbers and deal notes to write the investor update before the next board meeting.
Pipeline data is scattered across CRM deal stages, personal notes, and recent emails, making it time-consuming to piece together a clear summary of what moved, what stalled, and why.
sales · SDR / BDR
Write a first-touch outbound email to a target account based on recent public signals like news, job postings, or social media activity
Manually researching target accounts and tying their public announcements to a relevant pitch takes too much time, leading to generic templates or a low volume of sent emails.
sales · SDR / BDR
Writing personalized LinkedIn connection requests based on a prospect's recent posts
Doing this manually takes significant time to read through a prospect's activity, find a relevant post, and draft a connection note that actually connects their content to your offering without sounding generic or automated.
sales · Account Executive
Write an account handoff brief for customer success after a closed-won deal
Important context from discovery calls, pricing negotiations, and email threads gets left out of the CRM or buried in notes, leaving the customer success manager to piece together what was promised.
sales · SDR / BDR
following up with prospects who opened an email but did not reply
Sales reps spend hours digging through email tracking data to manually identify who opened a previous message, checking CRM records to ensure they aren't already in an active sequence, and then writing a custom follow-up from scratch for every single person. Because it takes too much time, reps often fall behind on these warm leads, sending generic follow-ups days too late or missing them entirely.
sales · SDR / BDR
Writing a re-engagement email to a lead who went dark or closed lost last quarter
SDRs spend significant time digging through CRM history to figure out why a deal was lost, checking if the contact's situation has changed, and trying to draft a relevant, personalized follow-up message instead of writing it off completely.
sales · Sales Manager
Document winning deal tactics from top reps to share during sales huddles
Top reps close deals using specific phrasing, objection handling, and sequencing, but this knowledge stays in their heads or buried in call recordings. When managers try to capture these tactics for team huddles, they lack the time to listen to dozens of recorded calls, leading to huddles based on general assumptions rather than proven techniques.
sales · Account Executive
Reviewing open pipeline deals that have gone quiet and drafting final close-out emails to clear dead opportunities
Deals sit in the CRM long after prospects stop responding, skewing pipeline forecasts and wasting time on manual follow-ups that yield no response.
sales · SDR / BDR
Draft a personalized reply to a pricing objection after an initial pitch
When a prospect pushes back on price, an SDR has to stop what they are doing, review the initial notes and context from the call or email, check pricing tiers or discount guidelines, and write a custom response that addresses the specific objection without sounding defensive or cutting margin unnecessarily. Doing this manually often leads to delayed replies because reps prioritize active prospecting, or it results in rushed, generic copy that fails to re-anchor the value.
sales · SDR / BDR
Build today's call list from a raw exported lead file
Raw lead lists are messy, unformatted, and contain outdated phone numbers or mismatched time zones, making the morning prep take hours before any actual dialing begins.
sales · SDR / BDR
Sending a meeting reminder email with a specific agenda before a scheduled product demo
Prospects often no-show or arrive unprepared to product demos because reminder emails lack a clear, customized agenda, leading to wasted time and delayed sales cycles.
sales · Account Executive
Drafting an executive sponsor outreach email after a successful demo with the primary champion
Account executives often copy and paste generic templates to reach out to higher-level decision makers, leading to low response rates because the message does not accurately reflect the specific technical details and pain points discussed during the champion's demo.
sales · Account Executive
build a custom competitor battlecard for an upcoming prospect demo based on their specific stated concerns
By the time an account executive pieces together recent competitor feature releases, pricing changes, and customer complaints from scattered notes and internal chat channels, the demo is starting and the information is often outdated or incomplete.
sales · Founder-led Sales
Write an outreach email to recruit an early design partner before launching the beta
Generic outreach yields low response rates because founders send templated messages that do not address the specific operational context of early prospects.
sales · Founder-led Sales
handing off a cold outreach template to a new SDR so they send emails that sound like me instead of generic templates
when an incoming SDR tries to send cold emails without direct guidance, messages quickly become generic, response rates drop, and I have to rewrite their drafts one by one.
sales · Founder-led Sales
turning messy closed-won deal notes and call recordings into a repeatable sales playbook before hiring the first salesperson
Founders rely on intuition to close early deals, but these winning patterns stay trapped in messy CRM notes and call recordings. When it is time to write down a sales process for the first hire, the notes are too unstructured to build a reliable playbook.
sales · Account Executive
Draft a custom pricing proposal for a procurement team after verbal agreement
Formatting and tailoring complex pricing tiers, compliance clauses, and agreed discounts into the buyer's required contract template takes hours of tedious copy-pasting, often resulting in minor cross-referencing errors that delay final sign-off.
sales · Account Executive
Reviewing prospect legal redlines to flag unusual liability, indemnity, or payment terms for internal leadership before deal approval.
When doing this manually, Account Executives often miss subtle clause changes buried in thirty pages of standard legal markup, leading to delayed deal cycles or inadvertently accepting unfavorable risk.
sales · SDR / BDR
Checking inbound lead replies to see which qualification questions they forgot to answer
When leads reply to initial outreach or forms without answering all the qualification questions, reps often miss the missing details in a busy inbox, leading to wasted time on unqualified calls or repetitive follow-ups.
sales · SDR / BDR
Scrubbing the prospecting list to remove bounced emails, outdated job titles, and accounts that went out of business.
Outdated data fills the CRM with dead ends, causing reps to waste hours calling wrong numbers, emailing former employees, and working accounts that no longer match the ideal customer profile.
sales · SDR / BDR
Deciding whether to follow up with a prospect via email, phone, or LinkedIn based on what they just did or said.
Sales reps spend too much time manually reviewing past interaction history across different platforms to figure out the right next communication channel, often leading to delayed follow-ups or sending messages on channels the prospect dislikes.
sales · SDR / BDR
Reviewing unresponsive sales prospects to decide whether to follow up again, change messaging, or close the file
Reps spend hours digging through past email threads and CRM activity logs to figure out if a silent prospect is worth another touch, often leading to inconsistent follow-ups or missed opportunities because decisions are made by gut feel rather than clear signals.
sales · SDR / BDR
Reviewing completed sales calls and chat transcripts to log qualification details, budget notes, and next steps into the CRM.
Reps forget details mentioned during fast-moving conversations, leading to incomplete CRM records, missing qualification criteria, and delayed follow-ups.
sales · SDR / BDR
Log prospect qualification details and next steps into the CRM after a sales call
Reps finish a call and immediately jump to the next one, forgetting to log key details in the CRM or leaving fields blank because re-listening to the recording takes too much time.
sales · Founder-led Sales
Finding companies that are starting to hire for roles relevant to what you sell so you can reach out before anyone else does.
By the time a job posting appears on major job boards, half a dozen competitors have already seen it and emailed the hiring manager, making your cold outreach arrive too late.
sales · SDR / BDR
Reviewing past prospect calls and emails to find conversations that ended without a clear next step or booked meeting
Prospects often go dark or conversations trail off politely without a firm date on the calendar, and sales reps lose track of these open loops because they move immediately on to active pipeline and new outreach.
sales · SDR / BDR
Figuring out when an account has gone quiet because I am talking to the wrong person, and finding who else at the company I should reach out to.
Deals stall out because the initial contact lacks purchasing authority or internal influence, but manually researching organization charts and recent email threads for buying committee members takes too much time away from active outreach.
sales · SDR / BDR
Checking active prospect accounts for recent company news, leadership changes, or funding rounds so outreach can be tailored.
By the time an SDR manually checks company websites, news alerts, and LinkedIn profiles for every target account, the information is often outdated, or hours have been spent on accounts that have no relevant updates.
sales · SDR / BDR
Reviewing recent prospect call transcripts and CRM notes to find missing qualification details like budget, authority, need, and timeline.
Reps forget to log critical qualification notes in the CRM right after calls, or leave fields blank, leading to inaccurate pipeline reviews and wasted time chasing unqualified leads.
sales · SDR / BDR
Reviewing daily prospecting activity across accounts to figure out which leads need follow-up and which ones haven't replied yet.
Relying on manual scans of email inboxes, CRM tasks, and LinkedIn notes means leads get missed, follow-ups go out late, and time is wasted checking accounts that already replied.
sales · SDR / BDR
Reviewing last week's cold call and email objections to figure out what prospects are pushing back on the most.
Objections are scattered across call recordings, notes, and CRM fields, making it time-consuming to spot actual trends versus isolated complaints.
sales · SDR / BDR
Audit active sales sequences for contacts who should be paused or removed
Reps send automated follow-up emails to prospects who have already replied, booked a meeting, or changed jobs, which damages sender reputation and leads to awkward conversations.
sales · SDR / BDR
Review incoming prospect replies and sort them into a queue for human outreach
Manual triage of inbound responses across email and social channels leads to missed buying signals, delayed replies to interested prospects, and wasted time sifting through out-of-office messages and unqualified replies.
sales · Account Executive
building a mutual action plan after a prospect agrees to move forward
building mutual action plans by hand takes too long, leading to delayed follow-ups and missed alignment on key closing dates with the prospect.
sales · SDR / BDR
Deciding whether to send another outreach email to a prospect after their company goes through a notable change like a funding round, leadership shift, or acquisition.
Relying on memory or manual calendar checks means relevant company updates are often missed, or messages are sent out of context because the timing does not align with the actual event.
sales · SDR / BDR
following up with a prospect who no-showed a scheduled sales meeting
when a prospect misses a call, the rep often notices late, forgets to send the right follow-up sequence, or drops the follow-up entirely while rushing to handle other live calls and prospecting blocks.
sales · SDR / BDR
Review a drafted cold prospecting email to check for weak personalisation, unsupported claims, and a missing reason to reply before sending it to a lead.
Cold emails often rely on generic compliments about a company's website or recent news, include vague claims about results, and end with an unclear question that requires too much thought to answer, leading to low reply rates.
sales · SDR / BDR
Replying to a vague inbound lead to get more details for qualification
Leads often reply to outreach with minimal answers, requiring manual digging through their company background and crafting a tailored follow-up to get the missing information needed to decide if they are worth a sales call.
sales · SDR / BDR
Fixing bounced and invalid prospect email addresses so outreach sequences stop failing
When outreach emails bounce, outbound sequences pause, sender reputation drops, and valuable prospecting time is wasted manually digging through LinkedIn and company websites to find correct contact details.
sales · SDR / BDR
Checking if a prospect is already in the database or active in another sequence before starting new outreach
When reps fail to check for duplicates before starting a sequence, multiple people from the same company end up getting conflicting messages, or the same person gets emailed twice by different reps, which looks disorganized and damages credibility.
sales · Account Executive
preparing a reference briefing before connecting a prospect with an existing customer
Account Executives have to manually dig through old CRM notes, support tickets, and Slack channels to find a customer whose company size, industry, and use case match the prospect, which often leads to mismatching references or reaching out to a customer who is unhappy or too busy.
sales · SDR / BDR
Check incoming leads to see which ones have been waiting the longest and need a reply right now before we miss the window.
Leads slip through the cracks when reps get busy with calls or existing deals, leading to slow response times and cold prospects.
sales · SDR / BDR
Reviewing an incoming lead form, looking up the company online to check size and industry, and deciding whether to book a meeting or send them away.
Leads sit in the inbox while sales reps spend valuable time manually researching company sizes and checking if the prospect matches the ideal customer profile, often resulting in slow response times for good prospects.
sales · SDR / BDR
finding a warm introduction path into a target account before sending cold emails
when you search for mutual connections or shared past experiences across dozens of accounts by hand, you spend hours digging through LinkedIn profiles and CRM notes without finding a clear path, leading to delayed outreach and generic messaging.
sales · SDR / BDR
Sorting through yesterday's inbound leads and deciding who to call or email first based on company size and how active they look.
Relying on a first-come, first-served approach or scanning lead forms manually means high-value accounts or people showing active buying signals often wait hours for a reply while reps spend time on low-fit prospects.
sales · SDR / BDR
Researching an inbound lead and drafting tailored qualification questions before a discovery call
Ramping up for a first call takes too much time between bouncing across tabs to check company websites, LinkedIn profiles, and CRM history, often leading to generic questions that do not match the lead's specific situation.
sales · SDR / BDR
figuring out what to do when an inbound lead stops replying after showing initial interest
inbound leads go cold after a few emails, and reps lose track of when and how to follow up, resulting in missed meetings because manual tracking in the CRM falls behind daily call and email volume
sales · SDR / BDR
Write up an account handoff brief for an Account Executive when a prospect agrees to a meeting
SDRs often rush the handoff notes or leave out critical context captured during the call because they need to move immediately to the next dial, leading to AEs walking into discovery calls unprepared.
sales · SDR / BDR
Following up with a prospect who is interested in what you sell but says they are not ready to buy right now
When leads say they are interested but not ready, reps often either forget to follow up at the right time or send generic check-in emails that get ignored, causing warm leads to go cold.
sales · SDR / BDR
Checking if the person I am emailing is actually the decision-maker or if they changed jobs.
Leads change roles or companies constantly, meaning outreach lands on the desk of someone who cannot buy, doesn't care, or has already left the company, wasting time on dead ends.
sales · SDR / BDR
Reviewing active prospecting sequences to decide which contacts need a different follow-up approach
It takes too much time to manually read through dozens of active email threads, replies, and out-of-office notices to figure out who needs a personalized pivot and who should just get the standard next step.