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 'Aha! moment' via their AI Agent

Workflows are changing to 'Ask my agent to do it.' Help and acquire prospects inside the new workflows they're moving to.

AI Coding Agent
Builder Workflow
Package
Business Asset

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

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

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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