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.
Browse filters
Refine by category, difficulty, and access.
Category
Difficulty
6 results
All workflows
Create a Salesforce account engagement-to-pipeline brief with Claude
Summarize Campaign activity, contact engagement, opportunity history, open pipeline, stakeholder coverage, and recommended account actions in one evidence-linked brief.
Output
A reusable account brief that connects marketing engagement to sales context without overstating causality.
Build a 10-account ABM research brief from public signals
Turn public account signals into a practical ABM brief with priorities, pain hypotheses, buying committee notes, and first-touch angles.
Output
Create a 10-account ABM research brief with account context, likely initiatives, persona hypotheses, message angles, and next actions.
Turn intent keyword clusters into ABM account prioritization
Use search intent, CRM context, and account enrichment to score target accounts by the problems they appear to be researching right now.
Output
A ranked ABM account list with keyword-driven pain themes, buying-stage signals, and recommended outreach angles per account.
Turn annual reports and 10-Ks into ABM account plays
Use annual reports, investor decks, and public filings to build account-specific ABM plays tied to strategic priorities, risks, and executive language.
Output
A prioritized ABM playbook for 10 target accounts with account hypotheses, message angles, proof needs, and outreach prompts.
Build vertical landing pages from G2 review themes by industry
Mine G2 reviews by vertical, identify the value themes each industry cares about most, and turn those patterns into targeted landing pages.
Output
Create 3-5 vertical landing page briefs with industry-specific pain points, proof angles, copy blocks, and visual direction.
Build a LinkedIn comment engagement system for target accounts
Monitor target account activity, identify posts worth engaging with, and draft thoughtful LinkedIn comments that build visibility without sounding automated.
Output
A repeatable ABM engagement system that helps reps and executives comment meaningfully on target account posts before outreach.