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.
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Build a LinkedIn Ads audience-to-pipeline intelligence dashboard
Connect LinkedIn campaign delivery, company reach, audience penetration, Salesforce account journeys, and opportunity outcomes in one governed dashboard with new-business filters and attribution caveats.
Output
An interactive dashboard with target-account penetration, company reach, campaign efficiency, CRM journeys, sourced and influenced pipeline, data-quality flags, and action queues.
Build a cross-channel marketing performance reality brief agent
Reconcile channel delivery, web behavior, lead quality, and CRM outcomes into an executive brief that explains what changed, what may explain it, what remains uncertain, and what to inspect next.
Output
A recurring, evidence-backed performance brief with reconciled metrics, pipeline reality, competing explanations, data caveats, decisions, and assigned investigations.
Monitor GA4 channel-attribution anomalies with Claude
Compare session and first-user acquisition, default channel groups, attribution paths, UTMs, referrals, and key events to detect classification shifts before reports mislead budget decisions.
Output
A channel-anomaly register, likely root causes, reporting caveats, and a recurring attribution monitoring routine.
Analyze content-to-conversion paths in GA4 with Claude
Identify which articles, resources, and page sequences assist meaningful conversions rather than merely generating traffic, then prioritize content updates by journey role.
Output
A content-assist map, journey-role taxonomy, and prioritized refresh or linking backlog tied to observable conversion paths.
Reconcile HubSpot lead-to-revenue attribution with Claude
Compare source properties, campaign engagement, forms, contacts, companies, and deals to classify marketing-sourced, marketing-influenced, and unattributed pipeline consistently.
Output
A reconciled attribution ledger with explicit decision rules, evidence for each classification, and an exception queue for disputed opportunities.
Audit Salesforce marketing influence and opportunity attribution with Claude
Reconcile Campaign Members, Contacts, Accounts, Opportunities, and touch timing to produce defensible sourced and influenced pipeline classifications.
Output
A Salesforce attribution audit with evidence-backed classifications, unresolved exceptions, and approved reporting rules.
Build a market landscape report from scratch using AI as your analyst
Use AI to map a market, identify segments, classify competitors, summarize trends, and produce a strategic landscape report for executives or GTM teams.
Output
Create a structured market landscape report with category map, competitor clusters, market trends, buyer themes, and strategic implications.
Route high-intent accounts into sales, ads, and CRM actions automatically
Turn explainable account intent into routed Slack alerts, CRM updates, paid audience syncs, and weekly QA so GTM teams act on signals instead of admiring dashboards.
Output
Create an intent-to-action routing system that pushes high-fit accounts into the right sales, marketing, and RevOps workflows.
Diagnose weekly funnel drops and turn analytics anomalies into action plans
Turn weekly traffic, conversion, and pipeline drops into a root-cause operating brief with thresholds, owners, validation checks, and a learning loop.
Output
A weekly funnel diagnosis system with metric definitions, anomaly thresholds, source exports, root-cause classification, action owners, dashboard validation, and stakeholder updates.
Create a quarterly industry report from scattered data sources using AI as analyst
Turn messy industry data, customer signals, news, research, and internal observations into a polished quarterly report with charts, themes, and executive takeaways.
Output
Produce a source-backed quarterly industry report with trend analysis, visual recommendations, strategic implications, and a designed final format.