Workflow templates

Flags accounts whose product usage crossed your threshold so reps know who to call.

Reads the day's sales from your sheet and emails the team totals and top performers.

Sends the next email in your three-step sequence to each prospect and stops when they reply.

Turns yesterday's recorded calls into written coaching feedback for each rep.

Copies account health figures from your warehouse onto the matching Salesforce accounts.

Sends the account owner a written read on every support ticket that mentions buying or growth.

Announces every pipeline stage change and creates the follow-up task that goes with it.

Routes new public reviews to the product team with the reviewer's account details attached.

Matches new signups against the other side of your list and introduces both by email.

Agents should build your automations, not be them

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