Workflow library
Browse B2B AI workflows
Search practical workflows by category, tool, role, use case, difficulty, or access tier. Every workflow is built to produce a concrete GTM output.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.