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.
Create an AI de-slopifier QA system for every piece of content
Build a reusable review workflow that catches AI clichés, generic structure, weak claims, fake polish, and voice drift before content reaches approval.
Output
Create a content QA rubric, banned phrase library, review prompt, human approval checklist, and revision workflow for blogs, posts, emails, and sales assets.
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.
Turn one content offer into a multi-channel demand gen engine
Transform a report, webinar, guide, or benchmark into ads, email, organic posts, SDR copy, landing page blocks, and a launch tracker.
Output
Create a multi-channel demand gen kit from one approved content offer.
Build a review request and advocacy nurture system
Identify happy customers, route them into the right advocacy ask, and generate review, testimonial, reference, and case study outreach.
Output
Create an advocacy nurture system that turns customer satisfaction signals into reviews, testimonials, and reference opportunities.
Turn a feature release into a persona-specific launch kit
Translate release notes, customer pain, and sales context into persona-specific launch messaging across email, sales, website, and social.
Output
Create a complete persona-specific launch kit for a new feature or product update.
Turn one webinar recording into 30+ content assets in one afternoon
Convert a single webinar into short videos, LinkedIn posts, quote graphics, email snippets, and blog sections without manually rewatching the whole recording.
Output
30+ repurposed assets from one webinar, organized by channel and ready for design, scheduling, and distribution.
Generate a full month of LinkedIn carousels from one long-form blog post
Turn one strong blog post into 8-12 LinkedIn carousel concepts, complete slide copy, design prompts, captions, and a publishing calendar.
Output
A month of LinkedIn carousel content created from one long-form article and packaged for design and scheduling.
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 customer support tickets into case study drafts and testimonial requests
Mine support tickets for customer wins, before-and-after moments, and praise, then turn them into case study drafts and approval-ready testimonial asks.
Output
Create a repeatable pipeline that turns support conversations into case study candidates, draft stories, and customer-friendly testimonial requests.
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.
Build a brand voice QA system for AI-generated content
Create a repeatable review workflow that catches generic AI writing, off-brand claims, banned phrases, tone drift, and approval risks before content goes live.
Output
Build a brand voice QA system with voice rules, banned phrase checks, review prompts, scoring, and an approval workflow for AI-generated GTM content.
Audit lifecycle email drop-offs and generate fix recommendations
Find where onboarding, nurture, and activation emails lose people, then turn performance data into concrete copy, timing, segmentation, and tracking fixes.
Output
Create a lifecycle email audit with drop-off points, root-cause hypotheses, revised message recommendations, and a testing roadmap.
Automate campaign launch QA across ads, landing pages, CRM, and tracking
Create a launch checklist that catches broken forms, missing UTMs, bad routing, wrong links, and unapproved copy before a campaign goes live.
Output
Build a campaign launch QA system with channel checks, tracking validation, CRM routing tests, approval gates, and a reusable launch checklist.
Audit and rewrite cloud marketplace listings for higher conversion
Review AWS Marketplace and Microsoft Marketplace listings, identify conversion gaps, and rewrite the listing so technical buyers, partner sellers, and procurement teams understand why to choose you.
Output
A marketplace listing audit with buyer-fit scoring, competitor benchmarks, rewritten listing sections, screenshot guidance, proof checks, and procurement-ready recommendations.
Clean up broken UTMs and rebuild campaign tracking governance
Audit messy campaign tracking, standardize UTM naming, detect broken links, and create a governance system marketing teams can actually follow.
Output
A UTM cleanup workflow with taxonomy rules, broken-link detection, source-medium mapping, CRM alignment, and an approval process for future campaign links.
Run AI message-match QA across ads, landing pages, and CTAs
Find where ad promises, landing page headlines, form copy, proof, CTAs, and tracking drift apart before campaign spend is wasted.
Output
A campaign QA system that maps each paid journey, scores message match, fixes conversion friction, validates tracking, and monitors post-launch mismatch signals.
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.
Turn one product demo recording into short sales clips
Cut a recorded product demo into short persona-specific clips that sales can use in follow-up, nurture, and late-stage deal conversations.
Output
Create short demo clips, clip descriptions, sales usage notes, thumbnails, and CRM-ready follow-up blurbs from one product demo recording.
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.
Turn customer calls into a positioning and messaging refresh
Analyze real customer conversations to find repeated pains, outcomes, objections, and language you can use to sharpen positioning and website messaging.
Output
A positioning refresh memo with customer language, message pillars, objection themes, and copy recommendations.
Turn customer wins into a reusable proof library for sales and marketing
Capture wins from sales, CS, support, and customer calls, then organize them into approved proof snippets that can power decks, pages, ads, and case studies.
Output
A searchable customer proof library with source evidence, approved snippets, permission status, usage guidance, and monthly gap reporting.
Build a campaign intake, QA, and launch checklist system
Create a repeatable marketing ops workflow that captures campaign requests, checks readiness, prevents launch errors, and standardizes approvals and handoffs.
Output
A campaign operations system with intake fields, QA checklist, launch tracker, approval gates, routing checks, tracking validation, and post-launch review.
Create a landing page QA and conversion improvement workflow
Review a landing page for message clarity, mobile UX, form friction, tracking, and conversion gaps before you send paid or campaign traffic to it.
Output
A QA-ready landing page improvement backlog with copy fixes, UX issues, tracking checks, and prioritized conversion recommendations.
Turn one campaign idea into a full demand gen launch plan
Convert a campaign theme, ICP, offer, and channel list into a launch-ready demand generation plan with assets, owners, QA checks, and measurement.
Output
A complete demand gen launch plan with campaign brief, channel map, asset list, launch checklist, and reporting plan.
Turn funding news into an ABM account brief
Convert funding announcements, expansion news, and growth signals into account-specific ABM briefs with pain hypotheses, buying committee notes, and outreach angles.
Output
A trigger-based ABM account brief that helps sales and marketing act on funding news before the window gets crowded.
Turn support tickets into paid social creative briefs
Mine customer pain, objections, feature confusion, and success language from support tickets, then turn the patterns into paid social creative briefs.
Output
A set of paid social creative briefs based on real customer language, support patterns, and buyer pain instead of internal brainstorming.
Turn campaign performance data into an executive summary
Convert messy data from GA4, HubSpot, Looker Studio, and spreadsheets into a clear weekly executive summary with wins, risks, and next actions.
Output
An executive-ready campaign summary that explains what happened, why it matters, and what the team should do next.
Turn a demo call into a complete sales follow-up kit
Convert one demo recording into a follow-up email, stakeholder recap, objections list, next-step notes, and buyer-specific value summary.
Output
A complete post-demo follow-up kit that helps reps move faster while keeping the buyer's priorities, objections, and next steps clear.
Turn competitor job postings into a positioning brief
Analyze competitor hiring patterns to infer strategic priorities, upcoming product bets, and messaging angles your team can use in campaigns and sales conversations.
Output
A competitor positioning brief built from hiring signals, role patterns, priority shifts, and campaign-ready messaging implications.
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 Sybill call notes into CRM updates and follow-up emails
Use AI call notes to extract qualification data, objections, next steps, CRM fields, and a clean follow-up email after every sales meeting.
Output
A repeatable post-call workflow that turns call notes into CRM updates, follow-up emails, qualification summaries, and rep reminders.
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.
Turn a Sales Navigator search into account research briefs
Convert a saved Sales Navigator search into a QA-reviewed account research queue with fit signals, buyer roles, CRM context, and first-touch angles.
Output
A ranked account research system that turns Sales Navigator results into source-backed account briefs, owner assignments, outreach angles, and a feedback loop for better future searches.
Create on-brand sales infographics from proof points and screenshots
Turn product screenshots, customer metrics, and proof points into polished sales infographics using specialist AI creative tools instead of another generic text prompt workflow.
Output
A set of on-brand sales infographics with approved layouts, AI-generated visual elements, polished screenshots, and QA-ready export files.
Audit messy CRM fields and create a cleanup plan with AI
Export messy CRM fields, cluster inconsistent values, identify broken lifecycle logic, and produce a cleanup plan that RevOps can actually implement without wrecking reporting.
Output
A CRM field hygiene audit with value clusters, field issues, cleanup recommendations, owner decisions, and QA checks.
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.
Build a buyer pain map from Reddit, G2 reviews, and community threads
Turn public buyer conversations into a structured market map showing pain points, alternatives, triggers, objections, and language patterns.
Output
A buyer pain map your team can use for messaging, campaigns, content, product feedback, and sales enablement.
Create pre-event account briefs for every scheduled booth meeting
Turn attendee lists and meeting calendars into concise account briefs so sales and partner teams walk into event conversations prepared.
Output
A pre-event briefing pack with account context, likely priorities, suggested questions, and meeting notes for every scheduled conversation.
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 internal strategy docs into a gated executive guide
Convert approved internal strategy, planning, and enablement documents into an external executive guide without exposing sensitive context.
Output
A polished gated executive guide built from internal strategy material, with redaction rules, narrative structure, proof, and landing page copy.
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.
Turn product release notes into short launch videos
Convert dry release notes into short launch videos, feature walkthroughs, social clips, and sales-friendly explainers without filming a full production.
Output
Create a repeatable launch video system that turns release notes into short videos for customers, prospects, social channels, and sales teams.
Generate event booth visuals and signage from one campaign brief
Turn a single event campaign brief into booth banners, tabletop signs, QR cards, social graphics, and follow-up visuals that feel consistent on site and online.
Output
Create a complete event visual kit with approved messaging, booth signage, social graphics, QR assets, and follow-up visuals from one source brief.
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.
Generate brand-safe social media visuals from reusable AI templates
Create a repeatable system for generating on-brand social visuals, quote cards, stat graphics, and campaign images without waiting on design.
Output
Build a reusable prompt and template library that produces brand-safe social visuals across campaigns, formats, and channels.
Generate weekly social proof roundups from reviews, tweets, Slack, and support tickets
Collect scattered customer praise from G2, social posts, community messages, and support tickets, then turn it into shareable weekly proof content.
Output
A weekly social proof system that captures customer praise, organizes it by theme, and generates ready-to-share posts and graphics.
Build an employee advocacy content kit for LinkedIn announcements
Turn one company announcement into 10 ready-to-post LinkedIn variations so employees can choose, personalize, and share without starting from a blank page.
Output
A reusable employee advocacy kit with post variations, personalization prompts, visual assets, and simple distribution instructions.
Turn your help center into SEO-optimized blog content
Find support articles with search potential, expand them into useful blog posts, and turn existing customer answers into organic growth assets.
Output
A prioritized list of help center articles that can become SEO blog posts, plus expanded drafts optimized for search intent.
Auto-generate FAQ schema markup and content from customer question patterns
Mine support tickets, search queries, and sales questions to create useful FAQ content with structured data your SEO team can safely publish.
Output
A reusable FAQ generation system that turns real customer questions into website FAQ sections and valid FAQPage schema markup.
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.
Generate customer-facing product changelog updates from Jira/Linear tickets
Turn developer tickets into clear customer-facing release notes, changelog updates, launch blurbs, and internal enablement without making engineers write marketing copy.
Output
Create customer-friendly changelog updates from Jira or Linear tickets with benefits, screenshots, release notes, and sales-ready summaries.
Build a content repurposing engine that turns 1 podcast episode into 25+ assets
Turn one recorded podcast episode into short clips, quote graphics, newsletter sections, LinkedIn posts, blog drafts, audiograms, and sales snippets without rebuilding every asset manually.
Output
Create 25+ reusable content assets from one podcast episode with a repeatable workflow for every future episode.