B2B AI DirectoryB2B AI Directory

Workflow library

Browse B2B AI workflows

Search practical workflows by category, tool, role, use case, difficulty, or access tier. Every workflow is built to produce a concrete GTM output.

7 results

All workflows

ABMadvancedpro

Map complex account hierarchies, buying committees, and relationship coverage

Reconcile corporate parents, business units, plants, programs, opportunities, and stakeholder relationships into one governed map that exposes coverage gaps and influence paths.

Output

An evidence-backed account hierarchy and stakeholder coverage map with missing roles, warm paths, owners, and relationship actions.

ClaudeSalesforceLinkedIn Sales Navigator
7-11 hoursView workflow
ABMadvancedpro

Arbitrate account signals and select the next-best campaign

Resolve conflicting intent, CRM, opportunity, customer, pressure, and suppression signals before selecting a governed next action, deliberate hold, or human review for each account.

Output

A stateful account decision system with signal provenance, deterministic exclusions, ranked eligible actions, approvals, safe execution, outcomes, and policy audits.

Common RoomHubSpotClaude
16-24 hoursView workflow
ABMadvancedpro

Build a one-account interactive ABM experience

Create a useful diagnostic, benchmark, planner, or roadmap for one strategic account using verified research, controlled personalization, deterministic logic, instrumentation, and coordinated account follow-up.

Output

A production-ready interactive account experience with approved narrative, evidence, inputs, branches, results, PostHog instrumentation, QA, privacy controls, and account-team action.

ClayClaudeLovable
16-28 hoursView workflow
ABMadvancedpro

Analyze LinkedIn Ads company reach and audience penetration with Claude

Use Companies Hub, Matched Audiences, reach, frequency, engagement, professional demographics, and lead signals to show which target companies are actually being reached.

Output

A company-level reach and penetration brief, coverage gaps, audience-quality findings, and approved targeting actions.

ClaudeLinkedIn Ads
5-8 hoursView workflow
ABMadvancedpro

Event-triggered ABM content drops when target accounts show buying signals

Build an ABM system that detects buying signals from target accounts and automatically sends the right content, proof, and follow-up angle at the right moment.

Output

Create a trigger-based ABM content engine that reacts to account signals with relevant landing pages, assets, and outbound messages.

6senseClayClaude
6-10 hoursView workflow
ABMadvancedpro

Build a closed-won lookalike outbound agent from CRM deal context

Use Claude Cowork, HubSpot, Clay, Slack, email, and call intelligence fields to turn recent closed-won deals into lookalike accounts and review-ready outbound sequences.

Output

A weekly human-reviewed outbound system that finds lookalike accounts from new wins, enriches contacts, drafts sequences, and routes them to Slack for approval.

Claude CoworkHubSpotClay
5-8 hours for first reliable scheduled runView workflow
ABMadvancedpro

Turn internal docs into ABM and event landing pages in Webflow

Use sales decks, event briefs, CRM notes, and approved proof to generate account or event landing pages with Webflow code, lead capture, and follow-up emails.

Output

Create a repeatable landing page factory that turns internal campaign context into live Webflow pages, forms, and matched outbound.

ClaudeGoogle DocsHubSpot
5-8 hoursView workflow