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
15 results
All workflows
Monitor reliability, failures, and cost across GTM AI workflows
Create an observability and incident layer for production GTM agents, automations, connectors, and AI-assisted systems across execution health, output quality, cost, credentials, retries, dead letters, and recovery.
Output
A production workflow registry, execution and quality telemetry, reliability dashboard, failure runbooks, deduplicated alerts, incident recovery, cost monitoring, and lifecycle decisions.
Prioritize GTM AI system builds with an intake and feasibility agent
Turn scattered agent, automation, dashboard, connector, and internal-app ideas into validated problems, architecture options, readiness assessments, portfolio decisions, bounded pilots, and accountable build handoffs.
Output
A governed GTM AI systems portfolio with structured requests, feasibility evidence, risk and value scoring, documented decisions, pilot criteria, build ownership, and retirement reviews.
Run a live campaign operations control tower
Manage launched campaigns through health monitoring, incident response, governed changes, budget and lead-flow checks, weekly portfolio reviews, closure, and continuous operating-model improvement.
Output
A live campaign portfolio system with baselines, health indicators, incidents, change approvals, dependencies, actions, reviews, and closure evidence.
Maintain a client current-state and decision log agent
Turn meeting transcripts, client files, campaign status, CRM context, and operating decisions into a governed client state that preserves what changed, why it changed, and what needs attention.
Output
A persistent, evidence-backed client operating system with current state, decisions, owners, unresolved issues, weekly briefs, and an auditable change history.
Detect ActiveCampaign automation conflicts and loops with Claude
Map automation triggers, waits, goals, branches, tag and field changes, score updates, deal actions, and cross-automation dependencies to expose repeated entry and circular behavior.
Output
An ActiveCampaign automation dependency graph, conflict register, affected-contact estimate, and approved fix plan.
Audit ActiveCampaign lead-scoring models with Claude
Inventory contact and deal score rules, points, expirations, automation triggers, goals, tags, and custom fields to find inflation, stale intent, missing negatives, and weak sales-readiness thresholds.
Output
A calibrated ActiveCampaign scoring model, rule-level findings, threshold recommendations, and controlled validation plan.
Detect HubSpot workflow enrollment collisions with Claude
Map active HubSpot workflows, enrollment and re-enrollment rules, delays, suppressions, and property writes to find contacts that can receive conflicting actions or repeated automation.
Output
A collision map showing overlapping enrollments, conflicting actions, exposed records, and approved workflow fixes.
Audit HubSpot MQL-to-SQL handoff SLAs with Claude
Trace every marketing-qualified lead from qualification through owner assignment, first sales action, and SQL progression so RevOps can isolate SLA breaches without rewriting CRM history.
Output
An evidence-linked MQL handoff audit, breach taxonomy, owner action queue, and reusable weekly operating system.
Audit Google Ads conversion definitions and optimization signals with Claude
Review primary and secondary conversions, imported outcomes, enhanced conversions, values, attribution settings, duplicates, and account-default goals before automated bidding trusts them.
Output
A conversion-action governance ledger, bidding-risk assessment, and approved remediation plan.
Build a Salesforce campaign governance system with Claude
Audit campaign hierarchy, naming, dates, statuses, member statuses, costs, attribution fields, and reporting readiness before campaigns enter executive reporting.
Output
A campaign governance scorecard, exception queue, and reusable setup checklist for consistent Salesforce reporting.
Build a GA4 tracking-integrity and event-QA agent with Claude
Audit event names, parameters, key-event configuration, duplicates, missing values, self-referrals, cross-domain behavior, and measurement-plan coverage before reports are trusted.
Output
A measurement defect register, severity-ranked remediation backlog, and recurring event-QA protocol.
Build a HubSpot lifecycle-stage governance auditor with Claude
Find contacts and companies that entered, skipped, regressed, or remained stuck in lifecycle stages without the evidence required by your operating definitions.
Output
A lifecycle-stage exception register, corrected governance rules, and a recurring audit process that protects funnel reporting.
Prioritize HubSpot CRM data hygiene by business impact with Claude
Score duplicates, incomplete records, invalid stages, owner gaps, association failures, and reporting risks so the team fixes the data problems that materially affect revenue operations first.
Output
A prioritized remediation backlog with root-cause categories, approved merge or correction rules, and measurable hygiene service levels.
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.