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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Create a demo narrative with branching technical talk tracks
Build a buyer-centered demo spine with role-specific branches, trigger questions, proof cues, show and do-not-show rules, fallback paths, timing, and evidence capture.
Output
A rehearsed demo system with narrative spine, stakeholder branches, decision cues, proof points, timing, handoffs, fallback routes, and post-demo evidence fields.
Equip a champion with an internal selling and consensus kit
Create buyer-safe internal materials, stakeholder FAQs, proof, value, implementation answers, and coaching so a champion can build consensus without the seller in the room.
Output
A champion-ready internal deck, decision memo, forwarding email, stakeholder FAQ, proof library, implementation summary, objection guide, and coaching plan.
Assemble deal-specific customer evidence arsenals
Map approved customer quotes, metrics, implementation facts, and call evidence to the exact buyer beliefs, objections, roles, and risks in a live opportunity, then publish a controlled buyer-facing evidence room.
Output
A governed evidence graph and opportunity-specific seller arsenal with approved proof, usage guidance, buyer-facing assets, permission controls, and a coverage feedback loop.
Build a Salesforce closed-lost recovery agent with Claude
Analyze closed-lost reasons, stakeholder history, timing, competitors, product gaps, and re-entry signals to create evidence-based recovery plays and follow-up dates.
Output
A prioritized recovery portfolio with account-specific re-entry hypotheses, approved plays, and measurable follow-up ownership.
Build a HubSpot pipeline quality and deal-risk agent with Claude
Audit open deals for stale activity, weak buying-group coverage, missing next steps, stage inconsistencies, and ownership gaps, then turn the findings into an approved action queue.
Output
An evidence-linked deal-risk register, prioritized seller action queue, and reusable weekly Claude Skill for pipeline inspection.
Create personalized sales decks per prospect using enrichment data and AI
Generate prospect-specific sales decks that adapt messaging, proof points, use cases, and slides based on company data, industry signals, and buyer role.
Output
Create custom first-call or follow-up sales decks for target accounts using enriched company data and AI-generated slide narratives.
Auto-update competitive battlecards from news, reviews, and product changes
Build a weekly AI workflow that monitors competitor news, product updates, review themes, and pricing changes, then refreshes battlecards for sales automatically.
Output
Create always-current competitive battlecards with updated claims, proof points, objection responses, and sales-ready talk tracks.
Build a Slack battlecard bot from competitor pages, sales notes, and docs
Create a Slack-accessible competitive intel bot that answers rep questions using scraped competitor pages, internal notes, and approved battlecard guidance.
Output
Launch a Slack battlecard assistant that retrieves sourced competitor context and gives reps approved talk tracks, traps, and follow-up resources.
Refresh competitive battlecards from call objections and loss notes
Turn real buyer objections, competitor mentions, and loss notes into updated battlecards that reps can actually use.
Output
A battlecard refresh workflow that mines calls and CRM notes, clusters objections, updates competitive guidance, and routes battlecard changes for enablement review.
Generate post-call proposal drafts from transcripts, pricing, and case studies
Turn qualified sales calls into reviewed proposal drafts, buyer-room assets, pricing notes, approval requests, and follow-up emails.
Output
A proposal generation runbook that qualifies calls, extracts buyer language, matches approved proof, drafts the proposal, creates a Dock room, routes review, and tracks buyer engagement.
Create buyer-specific ROI calculator briefs from discovery call notes
Turn discovery call notes, pain points, and business metrics into a buyer-specific ROI calculator brief sales can use in follow-up and business-case conversations.
Output
A buyer-specific ROI calculator brief with assumptions, inputs, value drivers, proof gaps, and a sales-ready follow-up narrative.
Create deal-specific one-pagers from CRM data and competitor intelligence
Turn active opportunity data, sales notes, call insights, and competitor mentions into custom one-pagers reps can send before key buying meetings.
Output
A system for generating tailored one-pagers for active deals based on buyer pain, industry context, deal stage, and competitive situation.