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
17 results
All workflows
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.
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.
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 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.
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.
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 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.
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.