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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Detect Salesforce Opportunity Contact Role gaps with Claude
Identify open opportunities missing champions, decision-makers, economic buyers, technical evaluators, procurement contacts, or properly assigned primary roles.
Output
A buying-group gap register, role-confidence assessment, and seller task queue tied to the current opportunity stage.
Create custom prospect sales decks from Claude research and Gamma
Turn account research, CRM context, and approved proof into an 8-10 slide prospect-specific sales deck with talk track, risk checks, and CRM handoff notes.
Output
Produce a prospect-specific sales deck, account brief, talk track, and claim-check checklist for sales calls or follow-up.
Build a mutual action plan from discovery call notes
Turn call notes into a buyer-facing mutual action plan with milestones, owners, proof assets, decision gates, and risk flags that keep complex deals moving.
Output
A buyer-facing mutual action plan workspace with clear tasks, dates, owners, resources, and open risks.
Build procurement objection battlecards from late-stage deal friction
Mine procurement calls, legal notes, and stalled deal reasons to create practical battlecards for pricing, risk, security, vendor approval, and implementation objections.
Output
A procurement objection battlecard library with talk tracks, proof assets, risk responses, and rep guidance for late-stage deals.
Create an AI-powered objection handling playbook from sales call recordings
Extract real buyer objections from call transcripts, cluster them by theme, and generate practical response frameworks your reps can actually use.
Output
A living objection handling playbook based on real sales conversations, organized by objection type, buyer persona, deal stage, and response strategy.