B2B AI DirectoryB2B AI Directory

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.

27 results

All workflows

Content Creationbeginnerpro

Create an AI de-slopifier QA system for every piece of content

Build a reusable review workflow that catches AI clichés, generic structure, weak claims, fake polish, and voice drift before content reaches approval.

Output

Create a content QA rubric, banned phrase library, review prompt, human approval checklist, and revision workflow for blogs, posts, emails, and sales assets.

ClaudeGoogle Docs
2-3 hoursView workflow
Customer Marketingbeginnerpro

Build a review request and advocacy nurture system

Identify happy customers, route them into the right advocacy ask, and generate review, testimonial, reference, and case study outreach.

Output

Create an advocacy nurture system that turns customer satisfaction signals into reviews, testimonials, and reference opportunities.

G2SenjaHubSpot
2-3 hoursView workflow
Videobeginnerpro

Turn one webinar recording into 30+ content assets in one afternoon

Convert a single webinar into short videos, LinkedIn posts, quote graphics, email snippets, and blog sections without manually rewatching the whole recording.

Output

30+ repurposed assets from one webinar, organized by channel and ready for design, scheduling, and distribution.

DescriptClaudeOpus Clip
30-60 minView workflow
Content Creationbeginnerpro

Turn customer support tickets into case study drafts and testimonial requests

Mine support tickets for customer wins, before-and-after moments, and praise, then turn them into case study drafts and approval-ready testimonial asks.

Output

Create a repeatable pipeline that turns support conversations into case study candidates, draft stories, and customer-friendly testimonial requests.

ZendeskClaudeAirtable
1-2 hoursView workflow
Brand & Commsbeginnerpro

Build a brand voice QA system for AI-generated content

Create a repeatable review workflow that catches generic AI writing, off-brand claims, banned phrases, tone drift, and approval risks before content goes live.

Output

Build a brand voice QA system with voice rules, banned phrase checks, review prompts, scoring, and an approval workflow for AI-generated GTM content.

ClaudeGoogle Docs
2-3 hoursView workflow
Website Managementbeginnerpro

Run AI message-match QA across ads, landing pages, and CTAs

Find where ad promises, landing page headlines, form copy, proof, CTAs, and tracking drift apart before campaign spend is wasted.

Output

A campaign QA system that maps each paid journey, scores message match, fixes conversion friction, validates tracking, and monitors post-launch mismatch signals.

Google Analytics 4Google AdsLinkedIn Ads
2-3 hoursView workflow
Partner Marketingbeginnerpro

Audit and rewrite cloud marketplace listings for higher conversion

Review AWS Marketplace and Microsoft Marketplace listings, identify conversion gaps, and rewrite the listing so technical buyers, partner sellers, and procurement teams understand why to choose you.

Output

A marketplace listing audit with buyer-fit scoring, competitor benchmarks, rewritten listing sections, screenshot guidance, proof checks, and procurement-ready recommendations.

AWS MarketplaceMicrosoft MarketplaceClaude
2-3 hoursView workflow
Marketing Opsbeginnerpro

Clean up broken UTMs and rebuild campaign tracking governance

Audit messy campaign tracking, standardize UTM naming, detect broken links, and create a governance system marketing teams can actually follow.

Output

A UTM cleanup workflow with taxonomy rules, broken-link detection, source-medium mapping, CRM alignment, and an approval process for future campaign links.

Google Analytics 4HubSpotGoogle Sheets
3-5 hoursView workflow
Videobeginnerpro

Turn one product demo recording into short sales clips

Cut a recorded product demo into short persona-specific clips that sales can use in follow-up, nurture, and late-stage deal conversations.

Output

Create short demo clips, clip descriptions, sales usage notes, thumbnails, and CRM-ready follow-up blurbs from one product demo recording.

DescriptOpus ClipClaude
2-3 hoursView workflow
Marketing Opsbeginnerpro

Build a campaign intake, QA, and launch checklist system

Create a repeatable marketing ops workflow that captures campaign requests, checks readiness, prevents launch errors, and standardizes approvals and handoffs.

Output

A campaign operations system with intake fields, QA checklist, launch tracker, approval gates, routing checks, tracking validation, and post-launch review.

AirtableGoogle SheetsClaude
2-3 hoursView workflow
Demand Generationbeginnerpro

Turn one campaign idea into a full demand gen launch plan

Convert a campaign theme, ICP, offer, and channel list into a launch-ready demand generation plan with assets, owners, QA checks, and measurement.

Output

A complete demand gen launch plan with campaign brief, channel map, asset list, launch checklist, and reporting plan.

ClaudeGoogle DocsGoogle Sheets
2-3 hoursView workflow
ABMbeginnerpro

Turn funding news into an ABM account brief

Convert funding announcements, expansion news, and growth signals into account-specific ABM briefs with pain hypotheses, buying committee notes, and outreach angles.

Output

A trigger-based ABM account brief that helps sales and marketing act on funding news before the window gets crowded.

PerplexityLinkedIn Sales NavigatorClaude
1-2 hoursView workflow
B2B Adsbeginnerpro

Turn support tickets into paid social creative briefs

Mine customer pain, objections, feature confusion, and success language from support tickets, then turn the patterns into paid social creative briefs.

Output

A set of paid social creative briefs based on real customer language, support patterns, and buyer pain instead of internal brainstorming.

ZendeskClaudeAirtable
2-3 hoursView workflow
Sales Enablementbeginnerpro

Turn a demo call into a complete sales follow-up kit

Convert one demo recording into a follow-up email, stakeholder recap, objections list, next-step notes, and buyer-specific value summary.

Output

A complete post-demo follow-up kit that helps reps move faster while keeping the buyer's priorities, objections, and next steps clear.

GongClaudeHubSpot
45-60 minView workflow
Analyticsbeginnerpro

Turn campaign performance data into an executive summary

Convert messy data from GA4, HubSpot, Looker Studio, and spreadsheets into a clear weekly executive summary with wins, risks, and next actions.

Output

An executive-ready campaign summary that explains what happened, why it matters, and what the team should do next.

Google Analytics 4HubSpotLooker Studio
1-2 hoursView workflow
Competitive Intelbeginnerpro

Turn competitor job postings into a positioning brief

Analyze competitor hiring patterns to infer strategic priorities, upcoming product bets, and messaging angles your team can use in campaigns and sales conversations.

Output

A competitor positioning brief built from hiring signals, role patterns, priority shifts, and campaign-ready messaging implications.

LinkedIn Sales NavigatorPerplexityClaude
2-3 hoursView workflow
Lead Researchbeginnerpro

Turn a new assigned account into a 15-minute research brief

Use CRM context, LinkedIn Sales Navigator, public research, and AI synthesis to understand a new account before the first touch.

Output

A fast account brief with company context, likely initiatives, buyer roles, recent signals, and recommended first outreach angles.

folkLinkedIn Sales NavigatorPerplexity
60-90 minutesView workflow
Image Genbeginnerpro

Create on-brand sales infographics from proof points and screenshots

Turn product screenshots, customer metrics, and proof points into polished sales infographics using specialist AI creative tools instead of another generic text prompt workflow.

Output

A set of on-brand sales infographics with approved layouts, AI-generated visual elements, polished screenshots, and QA-ready export files.

CanvaMagnific
2-3 hoursView workflow
Market Researchbeginnerpro

Build a buyer pain map from Reddit, G2 reviews, and community threads

Turn public buyer conversations into a structured market map showing pain points, alternatives, triggers, objections, and language patterns.

Output

A buyer pain map your team can use for messaging, campaigns, content, product feedback, and sales enablement.

GummySearchG2Claude
2-4 hoursView workflow
Sales Callsbeginnerpro

Turn a booked sales meeting into a pre-call intelligence pack

Convert CRM notes, participant research, company signals, and prior conversations into a concise call plan with hypotheses, discovery questions, and risk flags.

Output

A CRM-ready pre-call intelligence pack with account context, participant notes, discovery hypotheses, questions, risks, and a post-call capture template.

HubSpotClayClaude
1-2 hoursView workflow
Image Genbeginnerpro

Generate event booth visuals and signage from one campaign brief

Turn a single event campaign brief into booth banners, tabletop signs, QR cards, social graphics, and follow-up visuals that feel consistent on site and online.

Output

Create a complete event visual kit with approved messaging, booth signage, social graphics, QR assets, and follow-up visuals from one source brief.

ClaudeCanvaAirtable
2-3 hoursView workflow
Image Genbeginnerpro

Generate brand-safe social media visuals from reusable AI templates

Create a repeatable system for generating on-brand social visuals, quote cards, stat graphics, and campaign images without waiting on design.

Output

Build a reusable prompt and template library that produces brand-safe social visuals across campaigns, formats, and channels.

CanvaClaudeAirtable
2-4 hoursView workflow
Social Mediabeginnerpro

Generate weekly social proof roundups from reviews, tweets, Slack, and support tickets

Collect scattered customer praise from G2, social posts, community messages, and support tickets, then turn it into shareable weekly proof content.

Output

A weekly social proof system that captures customer praise, organizes it by theme, and generates ready-to-share posts and graphics.

SenjaClaudeAirtable
2-3 hoursView workflow
Social Mediabeginnerpro

Build an employee advocacy content kit for LinkedIn announcements

Turn one company announcement into 10 ready-to-post LinkedIn variations so employees can choose, personalize, and share without starting from a blank page.

Output

A reusable employee advocacy kit with post variations, personalization prompts, visual assets, and simple distribution instructions.

ClaudeGoogle SheetsCanva
2-3 hoursView workflow
SEObeginnerpro

Auto-generate FAQ schema markup and content from customer question patterns

Mine support tickets, search queries, and sales questions to create useful FAQ content with structured data your SEO team can safely publish.

Output

A reusable FAQ generation system that turns real customer questions into website FAQ sections and valid FAQPage schema markup.

ZendeskGoogle Search ConsoleClaude
2-3 hoursView workflow
SEObeginnerpro

Turn your help center into SEO-optimized blog content

Find support articles with search potential, expand them into useful blog posts, and turn existing customer answers into organic growth assets.

Output

A prioritized list of help center articles that can become SEO blog posts, plus expanded drafts optimized for search intent.

Google Search ConsoleClaudeZendesk
2-3 hoursView workflow
Content Creationbeginnerpro

Build a content repurposing engine that turns 1 podcast episode into 25+ assets

Turn one recorded podcast episode into short clips, quote graphics, newsletter sections, LinkedIn posts, blog drafts, audiograms, and sales snippets without rebuilding every asset manually.

Output

Create 25+ reusable content assets from one podcast episode with a repeatable workflow for every future episode.

DescriptClaudeOpus Clip
2-3 hoursView workflow