AI workflows for B2B sales teams
Move from account research to personalized outreach, call preparation, deal support, and follow-up with a repeatable process.
76
sales workflows
Ready to use
Open a workflow to see its outcome, tool stack, execution steps, prompts, and quality checks.
Find relevant podcasts, research hosts, match your expert to their audience, and generate personalized pitch emails that do not sound like mass outreach.
Tool stack
Output
Build a podcast outreach pipeline with researched show targets, personalized angles, and ready-to-send pitch emails.
Convert sales, support, and internal calls into approved process updates, onboarding notes, and recurring checklists that live outside random AI chats.
Tool stack
Output
Create a call-to-process system that captures operational learnings, routes approvals, and updates recurring checklists in Manifestly or Notion.
Turn public account signals into a practical ABM brief with priorities, pain hypotheses, buying committee notes, and first-touch angles.
Tool stack
Output
Create a 10-account ABM research brief with account context, likely initiatives, persona hypotheses, message angles, and next actions.
Use AI call notes to extract qualification data, objections, next steps, CRM fields, and a clean follow-up email after every sales meeting.
Tool stack
Output
A repeatable post-call workflow that turns call notes into CRM updates, follow-up emails, qualification summaries, and rep reminders.
Scrape exhibitors, sponsors, speakers, and agenda pages, then build a prioritized meeting target list with buyer roles, CRM ownership, and invite angles.
Tool stack
Output
A trade show prospecting list with target accounts, contacts, fit scores, rep owners, QA status, meeting invite copy, and post-event follow-up segments.
Convert discovery call notes into a buyer-specific proposal outline with pain points, scope, ROI assumptions, proof points, and next-step language.
Tool stack
Output
A buyer-specific proposal draft with executive summary, scoped problem, ROI assumptions, proof points, and open questions for approval.
Start with a vetted workflow, adapt it to your team, and keep the prompts, QA checks, and measurement together.
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