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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Turn customer expansion signals into coordinated CSM, AE, and marketing plays
Detect expansion signals across product usage, account activity, and relationship data, then route the right play to CS, sales, and marketing.
Output
Create an expansion signal engine with account briefs, play recommendations, and approved outreach assets.
Mine customer stories from calls, support tickets, and success notes
Find hidden customer proof across Gong calls, support tickets, and CSM notes, then turn it into story candidates and permission-ready briefs.
Output
Create a customer story pipeline with proof snippets, story angles, and approval status.
Generate QBR decks from product usage, success notes, and business outcomes
Turn usage data, CSM notes, support themes, and business outcomes into a QBR deck that proves value and surfaces expansion opportunities.
Output
Create a customer-ready QBR deck with value recap, adoption risks, success plan, and expansion narrative.
Build an expansion campaign from product usage and customer success notes
Use usage signals, renewal context, and CS notes to find expansion opportunities and create segmented customer campaigns with relevant messaging.
Output
A customer expansion campaign with segments, message angles, email copy, CSM notes, and performance tracking.