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.
Create a Mailchimp campaign-performance reality brief with Claude
Separate delivery, engagement, click behavior, audience quality, segment context, unsubscribe risk, and downstream evidence so stakeholders see what a campaign proved and what it did not.
Output
An evidence-linked Mailchimp performance brief, caveat register, and prioritized follow-up actions.
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.
Create a HubSpot campaign-performance reality brief with Claude
Turn campaign activity, contact creation, lifecycle movement, opportunities, pipeline, and revenue into a weekly explanation of what changed, what likely caused it, and what to inspect next.
Output
A concise executive reality brief that separates observed results, plausible explanations, unresolved questions, and recommended investigations.
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 content performance hypothesis engine from past campaign data
Turn GA4, Search Console, HubSpot, and content metadata into monthly content hypotheses, experiment backlogs, and measurement plans.
Output
Create a monthly content insights system with performance analysis, hypothesis backlog, experiment briefs, and next-month measurement plan.
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 campaign post-mortem dashboard and lessons report
Turn campaign results, channel data, creative notes, and sales feedback into a clear post-mortem that captures what worked, what failed, and what to do next.
Output
A campaign post-mortem dashboard, lessons report, and next-campaign recommendation brief your team can reuse after every major campaign.
Build an automated lost-deal analysis that improves messaging
Mine CRM loss reasons, call recordings, and competitor mentions to find recurring patterns your team can turn into better sales messaging and content.
Output
A monthly lost-deal intelligence system that identifies why deals are being lost and converts those patterns into messaging and enablement actions.
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.