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.

163 results

All workflows

Social Mediaintermediatepro

Find high-performing X post patterns in your niche without copying the posts

Collect a bounded sample of public X posts from relevant operators, code the structures and topics that recur, and turn the patterns into original content hypotheses without copying hooks, wording, or personal stories.

Output

A source-linked pattern library with post structures, topic tensions, evidence of recurrence, original angle prompts, and a clear line between inspiration and imitation.

ApifyClaude
2-3 hoursView workflow
Social Mediaintermediatepro

Monitor Instagram sentiment and turn recurring reactions into a content decision log

Sample public Instagram comments and reactions around approved posts or topics, classify recurring themes carefully, and turn the useful signals into content questions and decisions without pretending a comment sample represents the market.

Output

A recurring sentiment and reaction log with source posts, coded themes, confidence, representative examples, content implications, and human-approved follow-up decisions.

ApifyClaude
2-3 hoursView workflow
Social Mediaintermediatepro

Vet TikTok UGC creators against a real creator scorecard before outreach

Turn public creator research into a consistent shortlist by scoring brand fit, content quality, audience relevance, disclosure habits, reliability signals, and campaign risk before anyone sends an outreach message.

Output

A reviewed UGC creator shortlist with public evidence, fit and risk scores, representative content, outreach priority, and clear human approval before contact.

ApifyClaude
2-3 hoursView workflow
Social Mediaintermediatepro

Get a weekly digest of the LinkedIn creators worth paying attention to

Monitor a deliberately small set of public LinkedIn creators and category voices, then summarize only the posts, arguments, and emerging conversations that deserve a marketer’s attention that week.

Output

A concise weekly LinkedIn intelligence digest with source links, argument summaries, recurring themes, useful disagreements, and ideas for research or response.

ApifyClaude
2-3 hoursView workflow
Market Researchintermediatepro

Build a buyer-pain report from live market evidence instead of persona assumptions

Collect current public buyer questions, reviews, discussions, and category language, then build a source-linked pain report that shows what people actually describe, how often themes recur, and what still needs direct customer validation.

Output

A buyer-pain report with evidence sources, recurring language, situation and consequence themes, confidence, unanswered questions, and implications for research and messaging.

ApifyClaude
3-5 hoursView workflow
ABMintermediatepro

Turn a company LinkedIn page plus recent news into an account brief

Combine a target company’s public LinkedIn activity, recent verified news, and your existing CRM context into a short account brief that gives sales useful questions and relevance without inventing a buying trigger.

Output

A source-linked account brief with company changes, public themes, existing CRM context, relevance hypotheses, open questions, and a human-reviewed outreach angle.

ApifyClaude
1-2 hoursView workflow
Analyticsintermediatepro

Automate client performance reporting from source data to narrative, charts, and actions

Turn approved client performance exports into a repeatable reporting package with reconciled metrics, plain-English analysis, chart instructions, decisions, owners, and a clean executive readout without inventing causality.

Output

A repeatable client report with reconciled source metrics, narrative analysis, chart-ready tables, action items, owners, and review notes.

Google SheetsClaude
2-3 hoursView workflow
B2B Adsintermediatepro

Generate account-personalized LinkedIn ad concepts from target accounts and competitor context

Turn a named-account list, approved account signals, competitor messaging, and one campaign offer into account-clustered LinkedIn ad concepts that are relevant enough to test without pretending you know private buyer intent.

Output

A reviewed LinkedIn ad concept matrix by account cluster with message angle, evidence, creative direction, CTA, and test plan.

ClayClaude
2-3 hoursView workflow
Content Creationintermediatepro

Monitor journalist queries and draft evidence-backed responses for human approval

Turn relevant journalist and expert-source requests into a disciplined response desk that qualifies fit, gathers proof, drafts quotable answers, checks disclosure risk, and keeps a human spokesperson in control before anything is sent.

Output

A qualified journalist-query queue with evidence packets, human-reviewed response drafts, spokesperson ownership, deadlines, and outcome tracking.

GmailClaude
2-3 hoursView workflow
SEOintermediatepro

Cluster a large keyword set by intent, topic, and content destination

Turn a messy keyword export into a reviewed search architecture by grouping themes, separating intent, choosing one destination per cluster, and preserving source metrics to prevent cannibalization.

Output

A keyword cluster map with intent, primary destination, supporting terms, source metrics, cannibalization checks, and content owner.

SemrushClaude
2-3 hoursView workflow
Content Creationintermediatepro

Build a lead-magnet program from one urgent buyer problem and a repeatable distribution loop

Turn one well-evidenced buyer problem into a useful lead magnet, landing page, distribution plan, follow-up sequence, and learning loop without padding a generic PDF just to collect email addresses.

Output

A complete lead-magnet program with validated problem, useful asset, landing page copy, distribution plan, follow-up, and measurement rules.

ClaudeGoogle Docs
2-3 hoursView workflow
Sales Enablementintermediatepro

Turn sales-call transcripts into a messaging evidence library for marketing and enablement

Convert approved sales-call transcripts into a source-linked library of buyer language, objections, proof requests, competitor mentions, and message resonance so marketing can update copy without turning anecdotes into universal truths.

Output

A source-linked messaging evidence library with recurring themes, representative language, confidence, recommended uses, and review ownership.

GongClaude
2-3 hoursView workflow
B2B Adsintermediatepro

Mine search-term reports for negative keywords without blocking good demand

Turn Google Ads search-term exports into a reviewed negative-keyword backlog by separating irrelevant demand, ambiguous research queries, competitor terms, and useful long-tail intent before any exclusion is applied.

Output

A negative-keyword backlog with evidence, match-type recommendation, campaign scope, risk notes, and human approval before changes.

Google AdsClaude
2-3 hoursView workflow
Content Creationintermediatepro

Turn one strong idea into a 20-asset campaign content system

Take one evidence-backed campaign idea and expand it into a controlled set of channel-native assets, each with a specific job, proof requirement, owner, and reuse path instead of generating twenty shallow rewrites of the same paragraph.

Output

A 20-asset campaign map with channel purpose, source argument, proof, format, CTA, owner, draft status, and reuse relationships.

ClaudeGoogle Sheets
2-3 hoursView workflow
Analyticsintermediatepro

Run a campaign postmortem that separates execution mistakes from strategy mistakes

Turn campaign plans, launch records, performance data, creative, and team notes into a disciplined postmortem that separates strategy errors, execution failures, measurement gaps, and normal variance.

Output

A campaign postmortem with evidence-backed failure modes, preserved wins, root-cause confidence, decisions, owners, and changes for the next campaign.

Claude
1-2 hoursView workflow
Content Creationintermediatepro

Detect messaging drift across your website, campaigns, sales decks, and recent content

Compare approved positioning against live marketing and sales material, identify where claims, audience language, proof, and category framing have drifted, then create a correction plan without flattening intentional channel differences.

Output

A messaging drift report with source excerpts, severity, intentional versus accidental variation, correction recommendations, owners, and approved exceptions.

Claude
1-2 hoursView workflow
Content Creationintermediatepro

Build a voice-of-customer phrasebook from interviews, calls, reviews, and support language

Turn approved language from interviews, calls, reviews, and support into a source-linked phrasebook organized by problem, outcome, objection, trigger, and buying stage.

Output

A reusable voice-of-customer phrasebook with source context, recurrence notes, segment, stage, approved use cases, and language that should not be overgeneralized.

Claude
1-2 hoursView workflow
Content Creationintermediatepro

Audit marketing claims against the evidence you can actually prove

Inventory claims across your website, ads, decks, and campaigns, map each to approved evidence, and flag unsupported, outdated, overbroad, or context-dependent language before reuse.

Output

A claim-evidence register with source copy, claim type, proof, evidence age, risk, required qualifier, owner, and correction priority.

Claude
1-2 hoursView workflow
Analyticsintermediatepro

Prioritize a marketing experiment backlog by expected learning, impact, effort, and risk

Turn a messy list of growth and campaign ideas into a defensible experiment queue by separating the question each test answers, the evidence behind it, expected learning, impact range, effort, dependencies, and downside risk.

Output

A ranked experiment backlog with hypothesis, learning objective, evidence, effort, risk, owner, success rule, and reason for priority.

Claude
1-2 hoursView workflow
Analyticsintermediatepro

Model budget reallocation scenarios before moving spend between channels

Turn channel spend, efficiency, capacity, pipeline quality, constraints, and uncertainty into budget scenarios with explicit assumptions and downside risks before moving money.

Output

A scenario plan showing current baseline, reallocation options, assumptions, capacity constraints, risks, expected ranges, and approval conditions.

Claude
1-2 hoursView workflow
Analyticsintermediatepro

Turn messy marketing evidence into an executive decision memo

Compress conflicting dashboards, campaign notes, customer evidence, financial constraints, and team recommendations into a short memo that makes the decision, trade-offs, uncertainty, and ask clear.

Output

A concise executive memo with decision, evidence, alternatives, uncertainty, recommendation, risks, and explicit approval or action requested.

Claude
1-2 hoursView workflow
Sales Enablementintermediatepro

Turn recurring sales objections into a content and enablement action loop

Capture recurring sales objections from a controlled Slack intake, validate the themes, then route them into content, proof, talk tracks, product marketing, or no action with clear ownership.

Output

A recurring objection loop with normalized evidence, validated themes, recommended response type, content or enablement action, owner, and feedback from the field.

ClaudeSlack
1-2 hoursView workflow
Sales Enablementintermediatepro

Prioritize stalled pipeline for reactivation using evidence from HubSpot

Review stalled opportunities in HubSpot, separate timing problems from bad fit and closed-lost reality, rank accounts using explicit evidence, and draft human-reviewed reactivation plays without mass-emailing every old deal.

Output

A prioritized stalled-pipeline queue with stall reason, evidence, reactivation hypothesis, next-best action, owner, exclusion reason, and approved outreach draft.

ClaudeHubSpot
1-2 hoursView workflow
Content Creationintermediatepro

Build a campaign creative system from one approved brief and a reusable Canva kit

Turn one approved campaign brief into a controlled creative system with message hierarchy, format rules, Canva templates, variant logic, review gates, and a versioned asset matrix so teams can scale production without brand and claim drift.

Output

A reusable campaign creative kit with approved message hierarchy, Canva templates, variant rules, asset matrix, review checklist, and version history.

ClaudeCanva
1-2 hoursView workflow
Events & Field Marketingintermediatepro

Turn one webinar brief into the full registration, nurture, follow-up, and repurposing campaign

Start with one approved webinar brief and turn it into a coordinated campaign across registration, promotion, reminder emails, sales follow-up, and post-event reuse without rewriting the strategy in every channel.

Output

A launch-ready webinar campaign package with audience rules, registration copy, promotion, nurture, sales handoff, repurposing briefs, and one shared measurement plan.

Claude CoworkHubSpot
4-6 hoursView workflow
Website Managementintermediatepro

Audit and rewrite a landing page against message, proof, friction, and conversion gaps

Review a B2B landing page as a buyer would: clarify the promise, find unsupported or missing proof, remove conversion friction, and rewrite the sections that are doing the most damage without redesigning everything.

Output

A prioritized landing-page teardown plus revised hero, proof, CTA, and objection-handling copy grounded in the actual offer and available evidence.

ClaudeGoogle Sheets
2-3 hoursView workflow
Competitive Intelintermediatepro

Generate a Monday competitive intelligence brief from only material competitor changes

Monitor a focused set of competitor pages and public signals, then compress the week into the few changes that could affect positioning, campaigns, sales conversations, or product messaging.

Output

A Monday competitive brief with verified changes, source links, materiality rating, likely implication, open questions, and owner-assigned follow-up.

ApifyClaude
3-4 hoursView workflow
Analyticsintermediatepro

Generate a Friday marketing performance memo that explains what changed and what to do next

Turn a week of performance data and campaign context into a short Friday memo that distinguishes results from noise, documents unresolved questions, and leaves the team with named decisions for Monday.

Output

A concise Friday performance memo with verified movements, context, unresolved diagnostics, owner-assigned actions, and a record of what the team decided.

Claude CoworkGoogle Sheets
2-3 hoursView workflow
Content Creationintermediatepro

Repurpose recent work using your actual brand voice and prior approved examples

Give Claude Cowork the source asset plus recent approved work, voice rules, and channel context so repurposed content inherits the brand’s real patterns instead of defaulting to generic AI style.

Output

A repeatable repurposing system that uses approved source material and brand examples to create channel-native drafts with traceability, voice QA, and human editing.

Claude CoworkGoogle Docs
2-3 hoursView workflow
SEOintermediatepro

Run a one-click SEO audit using Semrush data and a prioritized fix list

Export the SEO evidence that matters from Semrush, combine it with page and business context, and have Claude turn hundreds of findings into a ranked fix list with owners, confidence, and verification steps.

Output

A prioritized SEO repair backlog with evidence, business impact, effort, owners, page groups, and a clear separation between technical findings and content opportunities.

SemrushClaude
2-4 hoursView workflow
SEOintermediatepro

Build keyword briefs from Semrush data plus live SERP evidence

Combine Semrush keyword data with a fresh sample of the actual search results, then create briefs that explain intent, competing page types, evidence gaps, and the specific job a new or revised page must perform.

Output

A set of source-backed keyword briefs with intent, SERP patterns, content gaps, page recommendation, proof requirements, internal-link opportunities, and human review notes.

SemrushApify
2-3 hoursView workflow
Competitive Intelintermediatepro

Compare your ads with competitor creative and extract testable messaging gaps

Collect current public competitor ads and your own active creative, code the claims and angles they use, then find message territories worth testing without copying competitor language or mistaking ad frequency for effectiveness.

Output

A competitor-ad messaging map with source links, claim and proof patterns, whitespace hypotheses, testable creative angles, and a controlled experiment queue.

Meta Ad LibraryGoogle Ads Transparency Center
2-3 hoursView workflow
Content Creationintermediatepro

Turn one strategic narrative into nine campaign assets without losing the argument

Start from a single approved strategic narrative, extract its claim structure and proof, then adapt it into nine channel assets without letting each format dilute the original point of view.

Output

A nine-asset campaign kit that shares one argument, uses approved proof consistently, and includes channel-specific copy, creative direction, and QA notes.

ClaudeGoogle Docs
3-5 hoursView workflow
Marketing Opsintermediatepro

Turn a Notion strategy workspace into an executive-ready strategy deck

Use Claude Cowork to pull the actual decisions, evidence, open questions, and operating plan from a Notion workspace, then turn them into a tight deck that executives can challenge and approve.

Output

An executive strategy deck with a clear decision narrative, evidence-backed slides, open questions, speaker notes, and traceable links to the source workspace.

Claude CoworkNotion
2-3 hoursView workflow
Content Creationintermediatepro

Build a 30-day content plan from an approved strategy and actual source material

Use Claude Cowork to turn strategy, customer evidence, product priorities, and existing source material into a 30-day plan where every piece has a job, source, owner, and reuse path.

Output

A 30-day content plan with weekly themes, source-backed briefs, channel assignments, owners, review gates, and a realistic production load.

Claude CoworkNotion
3-4 hoursView workflow
Marketing Opsintermediatepro

Turn a creative asset folder into a governed campaign production pipeline

Use Claude Cowork to inspect an existing creative library, find what is usable, map assets to campaign jobs, and build a production queue without recreating work the team already owns.

Output

A governed creative pipeline with an asset inventory, reuse decisions, gaps, briefs, Canva production tasks, approvals, and a campaign-ready export package.

Claude CoworkGoogle Drive
3-5 hoursView workflow
Analyticsintermediatepro

Turn raw campaign exports into a weekly performance report with decisions and owners

Use Claude Cowork to turn messy weekly campaign exports into a short operating report that separates facts from interpretation, documents data gaps, and assigns the few actions that matter.

Output

A weekly campaign report with reconciled metrics, material changes, evidence-backed interpretation, decisions, owners, and a presentation-ready summary.

Claude CoworkGoogle Sheets
2-4 hoursView workflow
Marketing Opsintermediatepro

Turn research notes into a reusable marketing playbook with evidence and operating rules

Use Claude Cowork to convert scattered interviews, research notes, examples, and internal decisions into a practical playbook with source links, rules, examples, owners, and update triggers.

Output

A maintainable marketing playbook with evidence-backed guidance, approved examples, decision rules, exceptions, ownership, and a clear refresh process.

Claude CoworkNotion
3-5 hoursView workflow
Sales Callsintermediatepro

Build a stakeholder-specific discovery question and evidence plan

Create role-specific technical and commercial question branches that state why each question matters, what evidence counts, and how the seller should follow up or stop.

Output

A reusable discovery plan with stakeholder branches, evidence requirements, qualification mapping, follow-up logic, and post-call capture fields.

ClaudeGongSalesforce
4-7 hoursView workflow
Brand & Commsintermediatepro

Build a CEO/CMO alignment diagnostic app

Collect independent leadership views, compare definitions and expectations, visualize shared ground and divergence, facilitate explicit decisions, and publish a jointly approved 30-day operating plan.

Output

A private diagnostic app with paired intake, transparent scoring, evidence-linked divergence views, a facilitated workshop, decision records, a 30-day alignment plan, and a follow-up pulse.

TallyAirtableClaude
10-18 hoursView workflow
Analyticsintermediatepro

Create a Mailchimp campaign-performance reality brief with Claude

Separate delivery, engagement, click behavior, audience quality, segment context, unsubscribe risk, and downstream evidence so stakeholders see what a campaign proved and what it did not.

Output

An evidence-linked Mailchimp performance brief, caveat register, and prioritized follow-up actions.

ClaudeMailchimp
3-5 hoursView workflow
ABMintermediatepro

Create a Salesforce account engagement-to-pipeline brief with Claude

Summarize Campaign activity, contact engagement, opportunity history, open pipeline, stakeholder coverage, and recommended account actions in one evidence-linked brief.

Output

A reusable account brief that connects marketing engagement to sales context without overstating causality.

ClaudeSalesforce
4-6 hoursView workflow
Demand Generationintermediatepro

Audit campaign landing-page quality in GA4 with Claude

Compare campaign traffic, landing-page engagement, CTA behavior, form progression, key events, and segment quality to identify pages that attract clicks but fail to create useful demand.

Output

A landing-page quality scorecard, evidence-backed issue classification, and prioritized page remediation plan.

ClaudeGoogle Analytics 4
4-7 hoursView workflow
SEOintermediatepro

Create a GA4 organic-traffic reality brief with Claude

Separate useful organic growth from irrelevant visits by examining landing pages, engagement, geography, devices, key events, and downstream journeys.

Output

An evidence-linked organic performance brief that distinguishes business-relevant growth, low-value traffic, measurement issues, and next investigations.

ClaudeGoogle Analytics 4
4-6 hoursView workflow
B2B Adsintermediatepro

Build a Google Ads search-term waste and negative-keyword agent with Claude

Classify irrelevant, consumer, job-seeker, support, research, competitor, and low-value queries, then create an approval-ready negative-keyword plan without blocking legitimate demand.

Output

A search-term classification ledger, negative-keyword candidates with match guidance, and a monitored change set.

ClaudeGoogle Ads
4-7 hoursView workflow
Analyticsintermediatepro

Create a HubSpot campaign-performance reality brief with Claude

Turn campaign activity, contact creation, lifecycle movement, opportunities, pipeline, and revenue into a weekly explanation of what changed, what likely caused it, and what to inspect next.

Output

A concise executive reality brief that separates observed results, plausible explanations, unresolved questions, and recommended investigations.

ClaudeHubSpot
4-6 hoursView workflow
Sales Enablementintermediatepro

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.

ClaudeSalesforce
4-7 hoursView workflow
Sales Enablementintermediatepro

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.

PerplexityClaudeGamma
3-5 hoursView workflow
Social Mediaintermediatepro

Build a news-to-LinkedIn idea alert system for content teams

Monitor industry news, competitor updates, analyst reports, and community signals, then turn relevant moments into timely LinkedIn post ideas tied to your product themes.

Output

Create a daily or weekly alert system that sends content angles, source links, recommended POVs, and draft prompts to Slack or Airtable.

FeedlyPerplexityClaude
3-5 hoursView workflow
Content Creationintermediatepro

Create ROI calculators and assessments as content lead magnets

Build interactive calculators and readiness assessments with AI-generated logic, lead capture, result pages, CRM routing, and sales follow-up copy.

Output

Create an interactive lead magnet with scoring logic, questions, result bands, lead capture, result page copy, and follow-up workflow.

LovableClaudeGoogle Sheets
6-12 hoursView workflow
Videointermediatepro

Turn product features into AI avatar explainer videos

Create short product explainer videos from feature notes using scripts, AI avatars, visuals, captions, review gates, and landing-page embeds.

Output

Produce a 60-90 second product explainer video with approved script, avatar recording, captions, supporting visuals, and distribution-ready embed.

ClaudeHeyGenCanva
4-6 hoursView workflow
Analyticsintermediatepro

Build a content performance hypothesis engine from past campaign data

Turn GA4, Search Console, HubSpot, and content metadata into monthly content hypotheses, experiment backlogs, and measurement plans.

Output

Create a monthly content insights system with performance analysis, hypothesis backlog, experiment briefs, and next-month measurement plan.

GA4Google Search ConsoleHubSpot
4-6 hoursView workflow
Content Creationintermediatepro

Turn one podcast episode into a full content distribution pack

Repurpose a finished podcast episode into a blog post, newsletter section, LinkedIn posts, short clips, quote cards, email snippets, and a tracking sheet.

Output

Create a complete post-production content pack from one podcast episode with approved clips, written assets, visuals, and channel-specific copy.

RiversideDescriptOpus Clip
2-4 hoursView workflow
Content Creationintermediatefree

Build a voice-trained LinkedIn content engine that does not sound like AI

Turn your best writing, calls, and raw ideas into a reusable LinkedIn production system with voice rules, banned phrases, review gates, and performance feedback.

Output

Create a voice profile, idea bank, drafting workflow, QA checklist, and recurring LinkedIn publishing loop that preserves a human point of view.

DescriptClaudeAirtable
3-5 hoursView workflow
Long-Form Contentintermediatepro

Turn expert video recordings into one-pagers and white papers

Convert SME interviews, webinars, and sales explainers into polished one-pagers and white paper drafts with source notes, evidence checks, and approval workflows.

Output

Produce an SME-backed one-pager, long-form white paper draft, supporting source library, review notes, and design-ready sections from expert video recordings.

DescriptClaudeNotebookLM
4-6 hoursView workflow
Customer Marketingintermediatepro

Turn customer expansion signals into coordinated CSM, AE, and marketing plays

Detect expansion signals across product usage, account activity, and relationship data, then route the right play to CS, sales, and marketing.

Output

Create an expansion signal engine with account briefs, play recommendations, and approved outreach assets.

Common RoomHubSpotGainsight
3-5 hoursView workflow
Product Marketingintermediatepro

Build a competitive displacement brief from calls, reviews, and win-loss notes

Combine sales calls, review themes, and competitive intel into a deal-ready brief for beating a specific competitor.

Output

Create a competitive displacement brief with traps, proof points, objection responses, and seller talk tracks.

GongG2Klue
3-5 hoursView workflow
Customer Marketingintermediatepro

Generate QBR decks from product usage, success notes, and business outcomes

Turn usage data, CSM notes, support themes, and business outcomes into a QBR deck that proves value and surfaces expansion opportunities.

Output

Create a customer-ready QBR deck with value recap, adoption risks, success plan, and expansion narrative.

MixpanelGainsightClaude
3-4 hoursView workflow
Demand Generationintermediatepro

Turn paid campaign results into a next-test roadmap

Analyze paid campaign performance, extract failed and winning hypotheses, and create a practical testing roadmap for the next budget cycle.

Output

Create a campaign postmortem, hypothesis log, and prioritized next-test roadmap for paid media.

LinkedIn AdsGoogle AdsGoogle Analytics 4
2-3 hoursView workflow
Customer Marketingintermediatepro

Mine customer stories from calls, support tickets, and success notes

Find hidden customer proof across Gong calls, support tickets, and CSM notes, then turn it into story candidates and permission-ready briefs.

Output

Create a customer story pipeline with proof snippets, story angles, and approval status.

GongZendeskClaude
3-5 hoursView workflow
Product Marketingintermediatepro

Build a pricing page message test plan from objections and visitor behavior

Use buyer objections, pricing-page analytics, and session recordings to create copy hypotheses, variants, QA checks, and a measurement plan.

Output

Create a pricing page testing plan with message hypotheses, copy variants, and conversion measurement.

WebflowPostHogMicrosoft Clarity
3-4 hoursView workflow
Demand Generationintermediatepro

Build a weekly demand gen sprint from intent, web, and campaign signals

Turn scattered demand signals into a focused weekly sprint plan with account priorities, channel actions, sales follow-up, and measurement owners.

Output

Create a weekly demand generation sprint plan that tells the team which accounts, channels, offers, and experiments to prioritize.

HockeyStackFactors.aiHubSpot
3-4 hoursView workflow
SEOintermediatefree

Build SEO comparison pages from G2 review themes and AI research

Mine customer review language, competitor weaknesses, and SERP intent to create comparison pages that feel useful instead of aggressively salesy.

Output

A set of SEO-ready comparison page briefs and copy blocks grounded in real customer language and competitor pain themes.

G2ClaudeAhrefs
2-4 hoursView workflow
Competitive Intelintermediatefree

Reverse-engineer competitor Google Ads strategy and build counter-campaigns

Analyze competitor paid search keywords, landing pages, and messaging patterns, then build counter-campaigns around the gaps they are leaving open.

Output

A competitive paid search brief with keyword gaps, counter-positioning angles, and ready-to-launch Google Ads copy.

Google Ads Transparency CenterSemrushClaude
2-3 hoursView workflow
Competitive Intelintermediatepro

Monitor and analyze competitor pricing pages with weekly AI-generated change reports

Track competitor pricing pages, packaging changes, feature gates, plan names, and discount language, then generate weekly reports for sales and product marketing.

Output

Create a weekly pricing intelligence report that shows what changed, why it matters, and how sales should respond.

VisualpingClaudeAirtable
2-3 hoursView workflow
Email Outreachintermediatefree

AI-powered podcast guest research and personalized pitch machine

Find relevant podcasts, research hosts, match your expert to their audience, and generate personalized pitch emails that do not sound like mass outreach.

Output

Build a podcast outreach pipeline with researched show targets, personalized angles, and ready-to-send pitch emails.

Listen NotesPerplexityClaude
2-3 hoursView workflow
B2B Adsintermediatepro

Multi-channel ad creative sprint: 50 ads across LinkedIn, Google, and Meta in one day

Turn one campaign brief into 50 channel-specific ad variations with tailored hooks, formats, visuals, CTAs, and testing notes for LinkedIn, Google, and Meta.

Output

Create 50 ready-to-test ad concepts across LinkedIn, Google, and Meta from one campaign brief.

ClaudeForeplayCanva
2-4 hoursView workflow
Long-Form Contentintermediatefree

Create an AI-powered white paper from research to designed PDF in 48 hours

Turn a rough topic into a credible, designed white paper using AI for research, outlining, drafting, editing, visual structure, and final PDF production.

Output

Produce a polished 8-12 page white paper with source-backed arguments, executive-ready structure, visuals, and a downloadable PDF.

PerplexityClaudeGamma
2-4 hoursView workflow
Image Genintermediatepro

Build a brand photography library without a photoshoot using AI image generation

Create a reusable library of on-brand lifestyle, product, team, and campaign images using AI prompts, visual rules, and a repeatable approval system.

Output

Create 50-100 brand-consistent images for ads, landing pages, social posts, blog headers, and sales decks without running a photoshoot.

FreepikMidjourneyClaude
3-5 hoursView workflow
Content Creationintermediatepro

Build an AI copy humanizer skill with a feedback loop

Create a reusable Claude Code and Antigravity skill that scores AI-written copy, diagnoses what feels synthetic, rewrites it in a real voice, and improves after each run.

Output

A review-and-rewrite skill that catches AI-sounding copy, applies a scoring rubric, rewrites drafts in a chosen voice, and updates itself from feedback.

Google AntigravityClaude CodeClaude
3-5 hours for first usable skillView workflow
Website Managementintermediatepro

Build a homepage positioning audit skill from your own frameworks

Turn your positioning framework, saved examples, and homepage review standards into a repeatable Claude Code skill that grades B2B homepages and produces concrete copy fixes.

Output

A reusable homepage audit skill that reviews any B2B website URL, scores the hero and page, diagnoses positioning gaps, and outputs rewrite-ready recommendations.

Claude CodeGoogle DriveSubstack
3-5 hours for the first usable skillView workflow
Sales Enablementintermediatefree

Turn messy GTM calls into SOP updates and recurring checklists

Convert sales, support, and internal calls into approved process updates, onboarding notes, and recurring checklists that live outside random AI chats.

Output

Create a call-to-process system that captures operational learnings, routes approvals, and updates recurring checklists in Manifestly or Notion.

GranolaFathomManifestly
3-5 hoursView workflow
Content Creationintermediatepro

Turn deep research files into a campaign brief and asset plan

Use AI research and a visual workspace to convert scattered PDFs, videos, screenshots, and notes into a usable campaign thesis, message map, and asset plan.

Output

Create a sourced campaign brief with audience insights, messaging pillars, evidence, risks, and a practical asset production plan.

GeminiKuseGoogle Docs
3-5 hoursView workflow
B2B Adsintermediatepro

Build and QA a campaign landing page with Lovable and Cursor

Generate a campaign landing page fast, refine the code and design, add analytics, and run a conversion QA checklist before launch.

Output

Ship a working campaign landing page with tracking, responsive checks, copy QA, and a launch-ready test plan.

LovableCursorVercel
3-6 hoursView workflow
Social Mediaintermediatepro

Turn daily trends into approved LinkedIn, X, and newsletter POVs

Monitor market trends, research what changed, draft platform-native POVs, and route everything through an approval queue before publishing.

Output

Create a daily or weekly trend-to-content system with researched POVs, social posts, newsletter blurbs, approvals, and publishing status tracking.

Google TrendsPerplexityClaude
3-5 hoursView workflow
B2B Adsintermediatepro

Build a B2B short-form video ad testing engine from one offer

Turn one campaign offer into a controlled library of short-form AI video ads with hooks, scripts, visuals, captions, approvals, and performance tracking.

Output

Create 15-25 short-form video ad variants, a posting queue, and a creative learning sheet that shows which angles deserve more budget.

HiggsfieldClaudeCanva
4-6 hoursView workflow
Website Managementintermediatepro

Find website conversion friction from session recordings and form analytics

Turn session recordings, form drop-offs, heatmaps, and analytics into prioritized website fixes instead of guessing why visitors do not convert.

Output

Create a website conversion friction audit with evidence clips, root causes, prioritized fixes, and an experiment backlog.

Microsoft ClarityPostHogWebflow
3-5 hoursView workflow
Brand & Commsintermediatepro

Build an executive message house from customer proof and strategy calls

Turn leadership conversations, customer proof, and messy positioning inputs into a clear message house executives can use across presentations, interviews, and launches.

Output

Create an executive-ready message house with core narrative, proof pillars, audience-specific talk tracks, and approved language.

GranolaGongClaude
3-5 hoursView workflow
Events & Field Marketingintermediatepro

Build an event meeting-booking war room before a conference

Turn attendee lists, target accounts, speaker signals, and sales ownership into a focused pre-event meeting booking system with daily tracking.

Output

Create an event meeting-booking war room with target account lists, outreach copy, calendar links, sales assignments, and live progress tracking.

HubSpotApolloCalendly
3-5 hoursView workflow
Marketing Opsintermediatepro

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.

Google Analytics 4HubSpotGoogle Sheets
3-5 hoursView workflow
Brand & Commsintermediatepro

Build an issue response war room from social, support, and customer signals

Detect reputation issues early, classify severity, draft approved responses, and coordinate comms, support, and sales before the narrative runs away from you.

Output

Create an issue response workflow with signal monitoring, severity scoring, response drafts, approval paths, and a post-issue review loop.

Brand24ZendeskSlack
3-5 hoursView workflow
Lifecycle Marketingintermediatepro

Build a trial activation rescue campaign from product behavior signals

Detect stalled trials, diagnose what action they missed, and trigger targeted rescue messages before product-qualified leads disappear.

Output

Create a trial rescue system with activation segments, behavior triggers, personalized messages, sales alerts, and measurement loops.

PostHogSegmentCustomer.io
4-6 hoursView workflow
Marketing Opsintermediatepro

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.

AirtableAsanaHubSpot
4-6 hoursView workflow
Demand Generationintermediatepro

Turn webinar engagement into segmented pipeline follow-up plays

Use attendance, questions, polls, chat, and CRM context to route webinar attendees into personalized follow-up instead of one generic replay email.

Output

A webinar follow-up engine that segments attendees by intent, drafts tailored follow-up, routes hot accounts, and measures pipeline impact.

GoldcastHubSpotClaude
3-5 hoursView workflow
Long-Form Contentintermediatepro

Turn 3 blog posts into a gated mini-guide

Convert related blog posts into a concise gated guide with a stronger narrative, designed PDF, landing page copy, and promotion assets.

Output

Create a gated mini-guide package from existing blog content, including outline, rewritten guide copy, PDF design notes, landing page copy, and launch snippets.

ClaudeGoogle DocsCanva
3-4 hoursView workflow
ABMintermediatefree

Build a 10-account ABM research brief from public signals

Turn public account signals into a practical ABM brief with priorities, pain hypotheses, buying committee notes, and first-touch angles.

Output

Create a 10-account ABM research brief with account context, likely initiatives, persona hypotheses, message angles, and next actions.

PerplexityLinkedIn Sales NavigatorClaude
2-3 hoursView workflow
Analyticsintermediatefree

Run a landing page conversion audit from GA4 and funnel data

Turn page traffic, source quality, conversion events, and funnel drop-off into a practical landing page audit with fixes and test ideas.

Output

Create a landing page audit brief with conversion issues, likely causes, priority fixes, QA checks, and test recommendations.

Google Analytics 4Looker StudioClaude
2-3 hoursView workflow
Sales Enablementintermediatepro

Turn sales call notes into a follow-up email and mutual action plan

Convert a sales call transcript into a clear recap, buyer-aligned follow-up email, next steps, risks, and a mutual action plan.

Output

Create a post-call follow-up package with recap email, mutual action plan, open questions, CRM notes, and buyer-specific next steps.

GongClaudeHubSpot
1-2 hoursView workflow
Brand & Commsintermediatepro

Turn a company announcement into a coordinated comms rollout

Create aligned internal, external, executive, social, customer, partner, and sales communications from one approved announcement brief.

Output

A coordinated announcement rollout system with approved messages, channel assets, stakeholder owners, launch sequence, and post-launch response loop.

ClaudeGoogle DocsAirtable
2-4 hoursView workflow
Customer Marketingintermediatepro

Build an expansion campaign from product usage and customer success notes

Use usage signals, renewal context, and CS notes to find expansion opportunities and create segmented customer campaigns with relevant messaging.

Output

A customer expansion campaign with segments, message angles, email copy, CSM notes, and performance tracking.

HubSpotGoogle SheetsClaude
3-5 hoursView workflow
Partner Marketingintermediatepro

Create a co-marketing campaign kit with partner-specific messaging and assets

Build a partner-ready campaign package with joint positioning, audience fit, landing page copy, email copy, social assets, and approval tracking.

Output

A co-marketing campaign kit that both teams can review, approve, and launch without rewriting from scratch.

ClaudeGoogle DocsAirtable
3-5 hoursView workflow
Product Marketingintermediatepro

Create a product launch narrative kit for sales, website, ads, and email

Turn launch inputs into a PMM-approved narrative system that keeps website, sales, ads, email, customer, and support messaging consistent.

Output

A launch narrative kit with positioning, audience-specific message blocks, claim guardrails, FAQs, channel copy, approval status, and post-launch message learnings.

ClaudeGoogle DocsAirtable
4-6 hoursView workflow
Demand Generationintermediatepro

Build a webinar-to-pipeline follow-up system for attendees, no-shows, and registrants

Segment webinar leads by engagement, route high-intent contacts to sales, and create follow-up paths that turn event interest into pipeline.

Output

A webinar follow-up system with lead segments, sales alerts, nurture paths, email copy, and pipeline reporting.

HubSpotClaudeGoogle Sheets
3-4 hoursView workflow
Product Marketingintermediatepro

Turn an approved launch narrative into a multi-channel asset factory

After PMM finalizes strategy, use a Launch GPT-style system to generate consistent blogs, emails, enablement, FAQs, decks, and social copy with review gates.

Output

A launch asset factory that turns one approved narrative into coordinated draft launch assets routed through PMM and stakeholder review.

ChatGPTClaudeNotion
3-5 hoursView workflow
Product Marketingintermediatepro

Map PMM work into AI-led, AI-augmented, and human-led workflows

Audit product marketing work, decide what AI should automate or assist, and build a practical 30/60/90-day roadmap that protects strategic human judgment.

Output

A PMM AI adoption roadmap with task classification, workflow candidates, risk levels, owners, tools, and a 30/60/90-day implementation plan.

MiroAirtableClaude
3-4 hoursView workflow
Product Marketingintermediatepro

Turn support, reviews, and calls into a product education backlog

Analyze customer confusion across support tickets, reviews, calls, and product feedback to prioritize help content, onboarding, enablement, and adoption assets.

Output

A prioritized product education backlog with themes, affected segments, recommended assets, owners, and measurement plan.

IntercomGongG2
3-5 hoursView workflow
Product Marketingintermediatepro

Run a PMM messaging test sprint before launching copy

Use AI to generate and pre-rank message variants, then validate the strongest options with real buyer feedback before changing a homepage, landing page, or campaign.

Output

A validated messaging recommendation with variants, persona critique, buyer feedback, and a final copy decision.

ClaudeChatGPTWynter
3-4 hoursView workflow
Product Marketingintermediatepro

Build a PMM business case from secondary market research

Turn scattered market reports, competitor pages, analyst notes, review themes, and customer evidence into a cited business case PMMs can take to executives.

Output

A 10-15 page PMM business case with market context, competitor movement, risks, assumptions, strategic options, and an executive recommendation.

GeminiPerplexityNotebookLM
3-5 hoursView workflow
Competitive Intelintermediatepro

Turn competitor case studies into proof strategy and counter-positioning

Analyze competitor case studies to understand who they feature, what proof they use, which buyer objections they address, and how sales should counter-position.

Output

Create a competitor case study teardown brief, proof theme map, counter-positioning angles, and battlecard updates for sales.

CrayonPerplexityClaude
4-6 hoursView workflow
Image Genintermediatepro

Build a paid social creative testing system from one campaign message

Turn one B2B campaign message into controlled creative hypotheses, ad variants, QA gates, launch notes, and performance learnings your next test can reuse.

Output

Create a paid social creative testing system with a hypothesis matrix, source pack, approved variants, launch matrix, and performance learning loop.

ClaudeAirtableCanva
3-5 hoursView workflow
Prospectingintermediatefree

Turn an event website into a trade show meeting list

Scrape exhibitors, sponsors, speakers, and agenda pages, then build a prioritized meeting target list with buyer roles, CRM ownership, and invite angles.

Output

A trade show prospecting list with target accounts, contacts, fit scores, rep owners, QA status, meeting invite copy, and post-event follow-up segments.

FirecrawlClaudeApollo
3-4 hoursView workflow
LinkedInintermediatepro

Build a Waalaxy LinkedIn networking sequence for target buyers

Turn a narrow buyer segment into a human-feeling LinkedIn networking sequence with profile views, connection notes, soft DMs, safety limits, and reply handling.

Output

A LinkedIn networking sequence with a cleaned prospect list, message variants, Waalaxy safety settings, reply handling rules, CRM handoff, and performance review.

WaalaxyLinkedIn Sales NavigatorClaude
2-3 hoursView workflow
Deal Supportintermediatefree

Turn discovery notes into a proposal draft and ROI proof

Convert discovery call notes into a buyer-specific proposal outline with pain points, scope, ROI assumptions, proof points, and next-step language.

Output

A buyer-specific proposal draft with executive summary, scoped problem, ROI assumptions, proof points, and open questions for approval.

SybillClaudeHubSpot
2-3 hoursView workflow
Sales Callsintermediatepro

Turn sales call history into a deal risk brief with Attention

Analyze call transcripts, CRM notes, and follow-up history to spot deal risks, missing next steps, weak champions, and stalled momentum before the forecast call.

Output

A deal risk brief that summarizes call history, buyer pain, objections, missing stakeholders, next steps, and manager coaching notes.

AttentionClaudeHubSpot
2-3 hoursView workflow
Lead Researchintermediatepro

Turn hiring signals into account research briefs

Use job postings, Sales Navigator, and public company research to find accounts showing growth, technology investment, or operational pain before outreach.

Output

A prioritized account research brief based on hiring signals, buyer roles, likely initiatives, and first-touch sales angles.

LinkedIn Sales NavigatorEvabootPerplexity
3-4 hoursView workflow
B2B Adsintermediatepro

Produce 20 on-brand ad visual variants from one campaign concept

Use Foreplay, Magnific, and Canva to turn one approved B2B campaign idea into a structured set of ad visual variants for testing across LinkedIn and retargeting.

Output

A campaign-ready ad visual testing set with creative references, AI-generated assets, Canva templates, variant naming, and QA notes.

ForeplayMagnificCanva
3-5 hoursView workflow
Demand Generationintermediatepro

Build a demand gen campaign brief from sales objections

Mine Gong calls for recurring objections, turn them into campaign themes, and create a demand gen brief grounded in what buyers actually push back on.

Output

A demand gen campaign brief with objection clusters, audience pains, message angles, offer ideas, proof gaps, and measurement plan.

GongClaudeNotion
3-5 hoursView workflow
Sales Enablementintermediatepro

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.

FathomDockHubSpot
2-4 hoursView workflow
Product Marketingintermediatepro

Mine win-loss notes into positioning and messaging insights

Turn scattered win-loss notes and call transcripts into PMM-ready insights about why deals are won, why they stall, which competitors appear, and what messaging needs to change.

Output

A win-loss insight report with theme clusters, competitor patterns, proof gaps, messaging recommendations, and field enablement actions.

GongAirtableClaude
3-5 hoursView workflow
Partner Marketingintermediatepro

Find partner account overlap and create co-sell campaign plays

Turn Crossbeam account overlap into prioritized co-sell plays, account angles, HubSpot lists, and partner-approved campaign motions instead of letting partner data sit unused.

Output

A prioritized partner co-sell campaign plan with account segments, outreach angles, owners, and HubSpot execution lists.

CrossbeamClayHubSpot
4-6 hoursView workflow
Partner Marketingintermediatepro

Route and enrich partner-sourced leads without losing attribution

Create a partner lead intake workflow that enriches submissions, preserves partner attribution, routes records to the right owner, and prevents duplicate or orphaned leads.

Output

A partner-sourced lead routing system with enrichment, dedupe checks, attribution fields, owner assignment, and SLA tracking.

RevealClayHubSpot
3-5 hoursView workflow
Marketing Opsintermediatepro

Simulate lead routing rules before they break your funnel

Build a routing test harness that uses AI-generated edge cases, sample leads, and QA checks to catch assignment conflicts before new routing rules go live.

Output

A lead routing simulator with test records, expected outcomes, actual outcomes, conflict notes, and launch approval checks.

HubSpotGoogle SheetsClaude
3-5 hoursView workflow
Deal Supportintermediatepro

Turn sales call transcripts into proposal drafts and next-step plans

Convert one messy discovery or solution call into a proposal draft, executive summary, follow-up email, risk list, and buyer-facing next steps without losing the nuance of the conversation.

Output

A complete post-call proposal package with customer context, scoped recommendations, next steps, and a follow-up email ready for rep review.

GranolaClaudeGoogle Docs
2-3 hoursView workflow
Website Managementintermediatepro

Personalize your homepage by visitor segment without rebuilding the site

Use firmographic, source, and behavior signals to create homepage variants for key segments while keeping QA and measurement under control.

Output

A homepage personalization system with segment logic, AI-generated copy variants, QA rules, and conversion measurement by audience segment.

MutinyClaudeFactors.ai
4-7 hoursView workflow
Events & Field Marketingintermediatepro

Turn badge scans into segmented event follow-up sequences in 24 hours

Transform raw event badge scans into persona-based follow-up, rep tasks, and campaign segments before attendees forget the conversation.

Output

A 24-hour post-event follow-up system that segments badge scans, drafts personalized messages, assigns owners, and measures conversion by event signal.

SplashHubSpotClaude
3-5 hoursView workflow
Market Researchintermediatepro

Mine win/loss calls into market insights and messaging changes

Analyze sales calls, deal notes, and loss reasons to uncover why buyers choose, stall, or reject you, then turn findings into messaging updates.

Output

A market research workflow that converts real win/loss evidence into buyer themes, objection patterns, competitive insights, and messaging recommendations.

GongClaudeHubSpot
3-5 hoursView workflow
RevOps & CRMintermediatepro

Run a CRM hygiene cleanup sprint with AI scoring and field fixes

Find stale, duplicated, incomplete, and misrouted CRM records, then prioritize fixes that improve campaign targeting and sales follow-up.

Output

A CRM cleanup sprint plan with scored data issues, AI-suggested fixes, owner assignments, and before-after quality reporting.

HubSpotClayClaude
4-6 hoursView workflow
LinkedInintermediatepro

Turn target-account LinkedIn engagement into warm conversation openers

Monitor target account activity, draft useful comments and soft DMs, then turn real engagement into warmer LinkedIn conversations without sounding automated.

Output

A weekly LinkedIn engagement queue with target posts, comment options, soft DM angles, and rules for when to move into outreach.

TrigifyLinkedIn Sales NavigatorClaude
3-4 hoursView workflow
Prospectingintermediatepro

Turn high-intent website visitors into same-day prospecting sprints

Convert pricing, demo, and repeat website visits into a fast prospecting workflow with account identification, contact discovery, message angles, and same-day outreach.

Output

A same-day prospecting sprint that turns website intent into prioritized accounts, contacts, personalized messages, and CRM-tracked follow-up.

UnifyClayClaude
3-5 hoursView workflow
Sales Callsintermediatepro

Turn sales call transcripts into objection coaching and follow-up plays

Analyze sales call transcripts to extract objections, weak answers, buyer language, competitor mentions, and coaching plays reps can use on the next call.

Output

A post-call coaching system with objection clusters, rep feedback, follow-up drafts, and reusable response plays from real buyer conversations.

AttentionGongClaude
3-5 hoursView workflow
Lead Researchintermediatepro

Turn best customers into ICP lookalike account research maps

Use your best closed-won customers to find lookalike accounts, explain why each account fits, and give reps a ranked research map instead of a generic lead list.

Output

A ranked list of best-fit lookalike accounts with fit reasons, research notes, buying committee hints, and first prospecting angles.

KeyplayClayClaude
3-4 hoursView workflow
LinkedInintermediatepro

Turn a buying committee map into a LinkedIn relationship sequence

Map the likely buying committee at a target account, identify who is active on LinkedIn, and build a manual engagement sequence before asking for a meeting.

Output

A 10-day LinkedIn relationship sequence with prioritized stakeholders, engagement actions, comment ideas, connection notes, and follow-up messages.

LinkedIn Sales NavigatorBreakcoldfolk
2-4 hoursView workflow
Prospectingintermediatepro

Turn breakout company signals into a high-fit prospecting sprint

Find fast-moving accounts based on funding, hiring, expansion, and market momentum, then convert them into a prioritized prospecting list and call block.

Output

A signal-ranked prospecting sprint with target accounts, buying-trigger notes, priority contacts, call blocks, and email backup copy.

HarmonicClayApollo
3-4 hoursView workflow
Lead Researchintermediatepro

Turn past champion job changes into warm account research briefs

Track when former buyers, users, and champions join new companies, then build a warm-entry account brief and outreach angle before the relationship goes cold.

Output

A prioritized list of past champions at new ICP-fit companies with account context, relationship history, outreach angles, and CRM-ready follow-up tasks.

UserGemsClayLinkedIn Sales Navigator
3-5 hoursView workflow
Videointermediatepro

Turn conference talks into short expert video clips

Convert recorded conference talks, panels, and presentations into short expert clips, quote videos, captions, and follow-up assets for sales and social.

Output

A library of short expert video clips with captions, thumbnails, social copy, and sales follow-up usage notes.

DescriptOpus ClipClaude
3-5 hoursView workflow
Social Mediaintermediatepro

Build a LinkedIn newsletter repurposing system from long-form content

Turn blog posts, reports, webinars, and executive notes into a repeatable LinkedIn newsletter engine with post teasers and performance feedback.

Output

A repeatable LinkedIn newsletter workflow with edition briefs, drafts, teaser posts, scheduling, and performance learning loops.

ClaudeTypefullyAirtable
2-4 hoursView workflow
Image Genintermediatepro

Turn stale sales decks into a reusable visual refresh kit

Audit outdated sales slides, extract the core messages, and create refreshed visuals, diagrams, proof slides, and templates your reps can actually use.

Output

A refreshed sales deck visual system with slide templates, proof graphics, diagrams, and reusable visual components.

ClaudeCanvaGamma
3-5 hoursView workflow
Content Creationintermediatepro

Turn customer community questions into a practical content series

Mine questions from Slack communities, forums, support threads, and customer conversations, then turn recurring confusion into a structured content series.

Output

A prioritized content series built from real buyer and customer questions, with briefs, drafts, social angles, and approval tracking.

AirtableClaudeSlack
3-4 hoursView workflow
Sales Enablementintermediatepro

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.

GongHubSpotClaude
3-5 hoursView workflow
Email Outreachintermediatepro

Build a demo no-show recovery sequence that saves high-fit opportunities

Segment demo no-shows by intent and fit, then create recovery emails, LinkedIn touches, and rep tasks that bring the best prospects back without sounding desperate.

Output

A no-show recovery system with segments, message templates, rep tasks, and CRM tracking for rebooking high-fit prospects.

HubSpotClaudeApollo
2-3 hoursView workflow
SEOintermediatepro

Turn sales call questions into an SEO content roadmap

Turn repeated buyer questions from sales calls into a prioritized SEO roadmap and evidence-backed content briefs.

Output

A reviewed SEO roadmap built from real buyer questions, search validation, traceable call evidence, clear owners, and ready-to-use briefs.

GongClaude
4-6 hoursView workflow
ABMintermediatepro

Turn intent keyword clusters into ABM account prioritization

Use search intent, CRM context, and account enrichment to score target accounts by the problems they appear to be researching right now.

Output

A ranked ABM account list with keyword-driven pain themes, buying-stage signals, and recommended outreach angles per account.

AhrefsClayHubSpot
3-4 hoursView workflow
Analyticsintermediatepro

Create a campaign post-mortem dashboard and lessons report

Turn campaign results, channel data, creative notes, and sales feedback into a clear post-mortem that captures what worked, what failed, and what to do next.

Output

A campaign post-mortem dashboard, lessons report, and next-campaign recommendation brief your team can reuse after every major campaign.

Google Analytics 4HubSpotClaude
3-5 hoursView workflow
Social Mediaintermediatepro

Build a LinkedIn performance learning loop from post analytics

Turn LinkedIn post performance into a practical learning system that improves future hooks, formats, topics, and founder-led content decisions.

Output

A recurring LinkedIn learning loop with post tags, performance analysis, content rules, and a next-month posting plan.

ShieldClaudeAirtable
2-3 hoursView workflow
Image Genintermediatepro

Turn paid ad winners into a reusable visual pattern library

Analyze your best-performing paid ads, extract the visual patterns behind them, and turn those patterns into reusable creative templates for future campaigns.

Output

A visual pattern library with winning hooks, layouts, formats, proof styles, and reusable design templates for future paid campaigns.

Meta AdsGoogle SheetsClaude
3-4 hoursView workflow
Videointermediatepro

Turn webinar Q&A into short answer videos

Extract the best attendee questions from a webinar and turn them into short educational videos for sales follow-up, social clips, and help-center content.

Output

A library of short answer videos built from real webinar questions, each with a script, clip, caption, thumbnail, and distribution path.

DescriptClaudeOpus Clip
2-4 hoursView workflow
Email Outreachintermediatepro

Build reactivation sequences for dormant high-fit leads

Find high-fit leads that went quiet, diagnose why they stalled, and generate reactivation sequences based on their past behavior, role, and buying context.

Output

A segmented reactivation campaign for dormant high-fit leads with tailored email angles, human review, and CRM tracking.

HubSpotClayClaude
3-4 hoursView workflow
Competitive Intelintermediatepro

Track competitor partner ecosystem moves and build counter-plays

Monitor competitor partnerships, marketplace listings, co-marketing pages, and integration launches, then turn ecosystem moves into positioning and sales counter-plays.

Output

A competitor ecosystem intelligence brief with partner moves, threat level, likely GTM angle, and recommended sales or marketing counter-play.

PerplexityClaudeAirtable
3-4 hoursView workflow
Content Creationintermediatepro

Turn customer implementation lessons into practical how-to content

Mine implementation calls, support notes, and success stories to create practical how-to content based on real rollout lessons instead of generic advice.

Output

A practical how-to content series built from real customer implementation lessons, common mistakes, examples, and approved proof points.

GongZendeskClaude
3-5 hoursView workflow
ABMintermediatepro

Turn annual reports and 10-Ks into ABM account plays

Use annual reports, investor decks, and public filings to build account-specific ABM plays tied to strategic priorities, risks, and executive language.

Output

A prioritized ABM playbook for 10 target accounts with account hypotheses, message angles, proof needs, and outreach prompts.

PerplexityClaudeAirtable
3-4 hoursView workflow
Social Mediaintermediatepro

Build a founder-led LinkedIn POV engine from weekly voice notes

Turn raw founder voice notes into sharp LinkedIn posts, comment prompts, and topic lanes without sanding away the founder's actual opinions.

Output

Create a weekly founder-led LinkedIn content engine with voice capture, POV extraction, post drafts, approval, scheduling, and performance feedback.

DescriptClaudeAirtable
3-4 hoursView workflow
Content Creationintermediatepro

Turn customer onboarding calls into lifecycle content

Convert recurring onboarding questions, aha moments, and setup friction into nurture emails, help docs, product tips, and lifecycle content.

Output

Create a lifecycle content system that turns onboarding call patterns into helpful content for new customers, prospects, and customer success teams.

GongHubSpotClaude
3-5 hoursView workflow
Videointermediatepro

Turn support tickets into product education micro-videos

Mine recurring support questions and customer confusion, then create short product education videos for help centers, onboarding, sales, and customer marketing.

Output

Create a repeatable pipeline that turns high-volume support questions into approved micro-videos and reusable product education assets.

ZendeskClaudeDescript
4-6 hoursView workflow
Image Genintermediatepro

Turn product screenshots into launch visuals for ads, web, and sales

Convert raw product UI screenshots into polished annotated graphics, feature callouts, comparison visuals, and launch assets your team can use across channels.

Output

Create a reusable product screenshot visual system with annotated graphics for launch pages, social posts, ads, sales decks, and email campaigns.

ClaudeCanvaAirtable
3-5 hoursView workflow
Competitive Intelintermediatepro

Mine competitor reviews into switching triggers and sales counter-messaging

Analyze competitor review pain, complaints, praise, and churn signals to build switching triggers, counter-messaging, landing page angles, and sales talk tracks.

Output

Create a competitor switching playbook based on customer review evidence, including triggers, objections, proof needs, and campaign angles.

G2PerplexityClaude
3-5 hoursView workflow
Image Genintermediatepro

Turn customer proof into a reusable visual proof kit

Transform customer quotes, metrics, reviews, screenshots, and case notes into polished proof cards, sales slides, website blocks, and LinkedIn visuals.

Output

Create a reusable visual proof library that turns scattered customer evidence into approved assets for sales, web, social, and campaigns.

HubSpotGongClaude
3-4 hoursView workflow
Email Outreachintermediatepro

Build an email campaign engagement rescue system from performance data

Analyze campaign engagement, segment recipients by behavior, and generate follow-up plays for opened-no-click, clicked-no-convert, inactive, and high-intent contacts.

Output

Create a post-campaign rescue system with behavior-based segments, smart follow-up copy, and a review process before re-engagement.

HubSpotClaudeGoogle Sheets
2-4 hoursView workflow
Analyticsintermediatepro

Run a B2B landing page conversion teardown and fix queue

Score any campaign page for positioning clarity, proof, CTA strength, friction, analytics signals, and conversion blockers, then turn fixes into a prioritized backlog.

Output

Create a scored landing page teardown with rewritten copy, CRO recommendations, and a fix queue your web team can execute.

FirecrawlClaudeGoogle Analytics 4
1-2 hoursView workflow
ABMintermediatepro

Build vertical landing pages from G2 review themes by industry

Mine G2 reviews by vertical, identify the value themes each industry cares about most, and turn those patterns into targeted landing pages.

Output

Create 3-5 vertical landing page briefs with industry-specific pain points, proof angles, copy blocks, and visual direction.

G2ClaudeAirtable
3-5 hoursView workflow
Competitive Intelintermediatepro

Turn competitor homepages into a positioning teardown and messaging map

Analyze competitor homepages, category language, proof claims, and CTA patterns to find positioning gaps your website and campaigns can own.

Output

Build a competitor messaging map with repeated claims, proof gaps, overused language, and sharper positioning opportunities for your brand.

ClaudePerplexityAirtable
2-4 hoursView workflow
Long-Form Contentintermediatepro

Turn webinar slide decks into gated white papers with expanded research

Transform a webinar deck into a polished gated asset by expanding the narrative, adding research, and redesigning it as a useful white paper.

Output

Create a gated white paper draft, supporting research notes, designed sections, and promotion copy from an existing webinar deck.

ClaudeDescriptGamma
4-6 hoursView workflow
Social Mediaintermediatepro

Create a social listening to content pipeline from Reddit and community discussions

Monitor audience communities, extract recurring pain points, and turn real conversations into blog posts that answer the exact questions buyers ask.

Output

A repeatable pipeline that turns Reddit and community discussions into SEO-informed blog briefs, drafts, and social distribution angles.

GummySearchCommon RoomClaude
3-5 hoursView workflow
ABMintermediatepro

Build a LinkedIn comment engagement system for target accounts

Monitor target account activity, identify posts worth engaging with, and draft thoughtful LinkedIn comments that build visibility without sounding automated.

Output

A repeatable ABM engagement system that helps reps and executives comment meaningfully on target account posts before outreach.

LinkedIn Sales NavigatorClayClaude
3-4 hoursView workflow
SEOintermediatepro

Build “vs” and “alternative to” comparison pages at scale for competitor SEO capture

Create honest competitor comparison pages that capture high-intent search demand without sounding like a biased takedown of every alternative.

Output

A scalable system for producing credible comparison pages with search intent research, balanced positioning, proof points, and reusable page templates.

AhrefsClaudeWebflow
3-5 hoursView workflow
B2B Adsintermediatefree

Create a UGC-style ad production system for B2B using AI avatars and screen recordings

Produce authentic-feeling B2B video ads with AI avatars, product screen recordings, founder-style scripts, and fast creative testing loops.

Output

A repeatable system for producing B2B UGC-style video ads without hiring creators, filming customers, or running a full production process.

ClaudeTellaSynthesia
3-4 hoursView workflow
B2B Adsintermediatepro

Build industry-vertical ad campaigns from one master campaign using AI

Turn one core B2B campaign into 5-8 vertical-specific ad campaigns with tailored pain points, proof points, creative angles, and CTAs.

Output

5-8 vertical-specific campaign variants built from one master campaign, each with adapted messaging, ads, landing page direction, and proof points.

ClaudeClayLinkedIn Campaign Manager
3-5 hoursView workflow
B2B Adsintermediatepro

Create a creative testing roadmap from 6 months of ad performance data

Analyze historical ad performance to identify which messages, visuals, formats, and CTAs actually worked, then turn those patterns into a quarterly test plan.

Output

A next-quarter creative testing roadmap based on real performance patterns from your last 6 months of paid ad data.

SupermetricsMotionClaude
3-5 hoursView workflow
Analyticsintermediatepro

Build an automated lost-deal analysis that improves messaging

Mine CRM loss reasons, call recordings, and competitor mentions to find recurring patterns your team can turn into better sales messaging and content.

Output

A monthly lost-deal intelligence system that identifies why deals are being lost and converts those patterns into messaging and enablement actions.

HubSpotGongClaude
3-5 hoursView workflow
Sales Enablementintermediatepro

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.

GongClaudeNotion
3-5 hoursView workflow
Email Outreachintermediatepro

Generate personalized event follow-up sequences from session attendance data

Use session attendance, booth conversations, badge scans, and downloaded assets to create follow-up emails that match what each attendee actually cared about.

Output

Segmented event follow-up sequences that vary by session attendance, booth interaction, persona, downloaded content, and sales readiness.

AirtableClaudeHubSpot
2-3 hoursView workflow
Email Outreachintermediatepro

Build a warm intro request system from LinkedIn mutual connections

Find mutual connections between your reps and target buyers, score the best intro paths, and draft warm ask emails that feel specific instead of awkward.

Output

A repeatable warm intro workflow that identifies the best introducers and generates ready-to-send intro request emails for priority prospects.

LinkedIn Sales NavigatorClayThe Swarm
2-4 hoursView workflow
Content Creationintermediatepro

Turn internal Slack conversations and meeting notes into external blog content

Extract valuable ideas from internal discussions, remove sensitive context, and turn them into publishable blog posts without exposing private company details.

Output

Create external blog drafts from internal Slack threads, meeting notes, and team discussions while protecting confidential information.

SlackClaudeOtter
3-4 hoursView workflow
SEOintermediatepro

Build an evergreen content refresh system that updates old posts with current data

Find decaying blog posts, identify what is outdated, add fresh research and examples, then re-optimize the content for search and conversions.

Output

Create a repeatable SEO refresh system that updates old posts with current data, stronger structure, better search alignment, and improved CTAs.

Google Search ConsoleAhrefsClaude
3-5 hoursView workflow