B2B Workflows Are Changing

Inspiration for agent-rich user journeys and team workflows

Browse workflows you can copy into agent skills, prompts, product flows and internal playbooks for customers and team members.

Featured workflows

Move prospects to your product's 'Aha! moment' through their AI agent

Workflows are shifting from "open the app" to "ask my agent to do it." Help prospects discover, activate, and realize value for your product inside the agent workflows they’re already adopting.

AI Coding Agent
Builder Workflow
Package
Workflow

Automated Lead Enrichment & Routing

Automatically enriches new lead data, qualifies and routes leads via CRM rules, alerts sales with summaries, and tags non-qualified leads for nurture.

Qualification Agent
Data
Report

Generate Automated QBR Reports

Compiles customer usage data, generates AI-powered business review summaries, and creates visually engaging QBR reports with minimal manual effort.

Customer Success Agent
Data
Report

Analyze Customer Feedback Themes

Aggregates feedback from multiple channels, uses AI to categorize into themes, and generates actionable reports with key sentiment insights.

Customer Success Agent
Data
Report

Build & Enrich Account Prospect Lists

Compile a prioritized list of contacts and enrich them with key details for more effective outreach.

Outbound Prospecting Agent
Data
Research Asset

Engage Companies via Hiring Signals

Identify companies hiring for relevant roles, enrich contacts, and send targeted outreach emails.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Companies That Use a Specific Tech Stack

Identify companies using complementary or competing tech, then pitch an alternative or add-on solution.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Employees of Organizations that Visit Your Website

Contacts from organizations that visit your website are prospected and auto-sequenced with timely outreach.

Outbound Prospecting Agent
Lead Generation Agent
Router Agent
Data

Engage Prospects via Social Pain Points

Monitor social platforms for pain points, respond with helpful info, and reach out personally.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Build ABM Account Tiers

Categorize and rank target accounts by tier using AI-driven data to prioritize outreach and resources.

ABM Agent
Research Asset
Data

Hyper-Personalized ABM Outreach Sequence

Execute a multi-channel, hyper-personalized ABM outreach sequence using AI and automation to engage target prospects.

ABM Agent
Lead Generation Agent
Social Post
Email

Re-engage Lapsed Customers

Re-engage lapsed customers or prospects using AI-driven insights to personalize outreach and tailored win-back offers.

Lifecycle Marketing Agent
Data
Document

For Product Marketers and GTM Teams

Customer experience ideas

Get ideas for agent-powered experiences that help prospects, users, customers, and partners discover, evaluate, and get value from your product.

Team workflow ideas

Find new ways to improve the internal workflows your team uses to launch, position, sell, support, and grow those experiences across marketing, sales, growth, and success.

For Product Builders

Customer experience ideas

See examples of agent experiences you can build for prospects, users, customers, and partners.

Team workflow ideas

Discover team workflows you can turn into internal agents, automations, and tools that save time and reduce manual work.

For Teams Focused on a Journey Stage

Customer experience ideas

Find ideas for better experiences during a specific stage of the buyer or customer journey.

Team workflow ideas

Explore internal workflows that help your team support that stage more effectively.

Your prospects are changing how they buy and get work done.

Craft a buying experience for them with one call to AI.
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User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan
User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan