workflow templates: Sales workflows.
Workflows for moving deals forward: prospecting, outreach, and follow-up. The AI drives through each step and pauses for your approval where it matters, so every rep runs the same motion.
← all templatesSales templates follow your playbook from prospect research to outreach, meeting follow-up and proposals.
Approval checkpoints sit where a person should see the message before it goes out, and the brain keeps what was learned about each account for the next run.
Questions
How do I install one of these templates?
Open the template, then install it into your workspace in the ConvOps app. Once installed, your AI runs it from any connected MCP client: Claude Code, Cursor, ChatGPT and others.
Can I change a template after installing it?
Yes. An installed template is a workflow in your workspace. Ask your AI client to change it in conversation, for example to add a review step or an approval gate. Edits are made to the one step that needs them.
Does a template run the AI for me?
It can. Work locally and your own AI client walks the workflow one step at a time. Or run it unattended: an executor starts the agent on ConvOps Cloud, on your own runners, or self-hosted. Either way the model is yours, and the engine checks each gate before the run moves on.