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.

98 results

All workflows

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
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
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
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
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
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
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
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
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
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
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
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

Mine sales calls for repeated buyer questions, validate search demand, and convert those questions into SEO briefs that answer what prospects actually ask.

Output

An SEO roadmap built from real buyer questions, with prioritized topics, search validation, outlines, and content formats.

GongClaudeAhrefs
3-5 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
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
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
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
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

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