Automations

Save Hours Every Week with AI Automations

Pre-built workflows that handle repetitive tasks so your team can focus on what matters - closing deals and growing revenue.

Start Automating

Inbound Automations

Capture and convert every signal from interested prospects

Auto-capture social media engagers

Turn likes and comments into qualified leads automatically.

Example: When someone likes your LinkedIn post, they're instantly added to your CRM with engagement tags.

↑ Lead conversion

Appointment auto-scheduler

Convert form fills into booked meetings instantly.

Example: Lead submits demo request → sees available times → books slot → both get calendar invites.

↑ Booking rates

Lead enrichment + scoring

Know everything about leads before first contact.

Example: New signup → find company size, tech stack, budget → score 1-100 → route to right rep.

↓ Sales cycle time

Buying-signal Slack alerts

Know the second a hot lead visits your pricing page.

Example: CEO from target account visits pricing 2x in 24h → Slack alert to sales → personalized outreach within minutes.

↑ Hot lead conversion

Webinar auto-nurture

Turn webinar attendees into qualified opportunities.

Example: Attendee watches 80% of demo → gets advanced tutorial → books follow-up call automatically.

↑ Attendee conversion

Content download qualifier

Qualify leads based on content consumption patterns.

Example: Downloads pricing guide + ROI calculator → high-intent score → sales gets notified with talking points.

↓ Qualification time

Outbound Automations

Scale your outreach without losing personalization

Research-driven outbound sequence

Personalized multi-touch campaigns that actually convert.

Example: Automatically research prospects, craft personalized emails mentioning their recent company news, and follow up across email and LinkedIn.

↑ Response rates

Re-engagement for stale deals

Revive dormant opportunities with automated nurturing.

Example: Deal sits idle for 90 days → 3-email sequence with new case studies → 15% come back to life.

↑ Deal revival

Win-loss survey automation

Learn why you win and lose, systematically.

Example: Deal closes → personalized survey sent → responses flow to dashboard → product team gets insights.

Saves 2 hours/week

Competitor switch campaigns

Target users of competing products with compelling switch offers.

Example: Find companies using Competitor X → send comparison guide → offer migration assistance.

↑ Competitor wins

Event follow-up sequences

Convert conference connections into pipeline.

Example: Scan badge at booth → personalized email with their industry's case study → calendar link for deeper dive.

↑ Event ROI

Account expansion plays

Systematically grow existing accounts.

Example: Customer hits usage milestone → automated upsell sequence → personalized expansion proposal.

↑ Account expansion

Internal Automations

Streamline team operations and never miss important signals

Post-demo AI summaries

Perfect CRM notes after every call, automatically.

Example: 45-minute demo ends → AI generates summary with pain points, next steps, and BANT info → CRM updated.

↓ Time spent

SOP auto-generator

Turn any repeated process into documented procedures.

Example: Record yourself doing a task → AI watches and creates step-by-step SOP → team can replicate perfectly.

↓ Time spent

FAQ knowledge miner

Transform support tickets into searchable knowledge.

Example: Support ticket resolved → AI extracts question and solution → KB article drafted and published.

↓ Time spent

Marketing content repurposer

One piece of content becomes an entire campaign.

Example: Upload blog post → get social posts, email newsletter, slide deck, and video script automatically.

↑ Lead generation

Process documentation bot

Convert team conversations into formal processes.

Example: Slack thread about new process → AI creates wiki page with steps, responsibilities, and timelines.

↓ Time spent

Sales enablement creator

Keep sales armed with fresh competitive intel.

Example: Product releases feature → battle cards, one-pagers, and talk tracks created for every vertical.

↓ Time spent

Ready to get hours back every week?

Let's discuss which automations would have the biggest impact on your team.

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*Results based on typical customer performance. Individual results may vary.