Capabilities
Category examples. From quick tasks to full systems.
Browse example instructions sourced from this category. Start lightweight, then expand into a robust workflow when needed.
Overview
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Workflow catalog
Explore workflows in this hub
Choose the stage where you need consistency and open the workflow that matches your team.
Account research briefs
Keep a one-page brief per target account: the people who matter, what changed there recently, and the reason to reach out this week.
10 automations
Approval routing for pricing
Send every discount and non-standard term to the named approver with the deal context attached, instead of leaving it in a reply thread for three days.
Buyer intent routing
Turn research activity and buying signals into one routed action with an owner and a date.
2 automations
Competitive battlecard updates
Keep one short, sourced comparison per competitor and put the answer inside the live call.
2 automations
Contract readiness checklist
Check the legal, security, and procurement items against the buyer's own requirements before the first redline goes out.
Deal risk alerts
Flag a deal the moment it goes quiet, loses a stakeholder, or slips its date, while a rep can still act on it.
5 automations
Discovery prep pack
Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.
1 automation
Expansion trigger finder
Name the accounts where usage, headcount, or a new project points at more business, and route one to the account owner with a reason attached.
Fit scoring assistant
Score every account against the same written firmographic and intent criteria, so two reps reach the same answer about whether it is worth working.
Lead enrichment and hygiene
Fill in the fields a lead arrived without, merge the records that describe the same person, and keep the outbound list clean.
3 automations
Lead routing checks
Check each inbound lead's fields, territory, and open opportunities, then send it to one named owner with a response clock attached.
Meeting to CRM hygiene
Turn every booked or recorded meeting into a dated CRM record with a named next step and owner.
3 automations
Opportunity recap notes
Write the deal record back from the call itself: the pain, the people, the decisions, and the next step with an owner and a date.
5 automations
Outbound sequence governance
Hold every rep to one agreed cadence and honor opt-outs everywhere the address is stored.
3 automations
Pipeline follow-up tracker
Notice when a deal's next step has stalled and hand the rep one specific action, not another report on how the quarter is going.
1 automation
Proposal assembly checklist
Assemble the pricing, the approved terms, and the proof the buyer asked for into one packet, with each missing piece named before the send.
1 automation
Quote and proposal versioning
Keep one current quote per opportunity, with every discount and approval attached to it.
3 automations
Renewal risk pulse
Watch usage, support load, and champion movement on every account in its renewal window, so the save starts months before the decision.
1 automation
Win-loss insight capture
Turn every closed deal, won or lost, into a written reason with the evidence attached, so the pattern is visible instead of guessed at.