Workflow library
Browse B2B AI workflows
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Turn research notes into a reusable marketing playbook with evidence and operating rules
Use Claude Cowork to convert scattered interviews, research notes, examples, and internal decisions into a practical playbook with source links, rules, examples, owners, and update triggers.
Output
A maintainable marketing playbook with evidence-backed guidance, approved examples, decision rules, exceptions, ownership, and a clear refresh process.
Turn a Notion strategy workspace into an executive-ready strategy deck
Use Claude Cowork to pull the actual decisions, evidence, open questions, and operating plan from a Notion workspace, then turn them into a tight deck that executives can challenge and approve.
Output
An executive strategy deck with a clear decision narrative, evidence-backed slides, open questions, speaker notes, and traceable links to the source workspace.
Turn a creative asset folder into a governed campaign production pipeline
Use Claude Cowork to inspect an existing creative library, find what is usable, map assets to campaign jobs, and build a production queue without recreating work the team already owns.
Output
A governed creative pipeline with an asset inventory, reuse decisions, gaps, briefs, Canva production tasks, approvals, and a campaign-ready export package.
Audit UTMs and attribution hygiene across campaigns
Find inconsistent UTMs, broken campaign naming, missing source data, and attribution gaps before reporting debates waste another pipeline meeting.
Output
Create a UTM and attribution hygiene audit with naming fixes, campaign mapping, reporting gaps, and a governance checklist.
Build a campaign launch QA command center before anything goes live
Use AI to check campaign assets, links, tracking, approvals, handoffs, and launch dependencies before teams ship broken campaigns.
Output
A centralized campaign QA system with launch checklist, owner routing, AI issue detection, approval status, and post-launch monitoring.
Simulate lead routing rules before they break your funnel
Build a routing test harness that uses AI-generated edge cases, sample leads, and QA checks to catch assignment conflicts before new routing rules go live.
Output
A lead routing simulator with test records, expected outcomes, actual outcomes, conflict notes, and launch approval checks.