Sales
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.
Meeting Follow-Up
Turn a meeting into a sent follow-up. The AI drives through Extract, Draft, and a send-review checkpoint.
Prospect Research
Build a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.
Outreach Message
Send personalized outreach from prospect to logged outcome. The AI drives Research, Draft, and a send checkpoint.
Proposal
Build a client proposal from requirements to client-ready. The AI drives through Scope, Draft, and two checkpoints.
Starter kits
Pre-built sets of workflows that work together
Ready to automate?
Stop re-explaining your process. Pick a template, start a task, and let the AI drive the work through your workflow.