AI work loops you can run today, and automate next.
Practical AI workflows for SDRs, account executives, account managers and marketers. Run one today in any AI chat, then automate it with Zapier, Make or n8n.
For SDRs, AEs, account managers and marketers
Eight short workflows for real sales and marketing tasks. Each one runs in 5 to 12 minutes in any AI chat, shows a worked example, and comes with recipes to automate it. The AI drafts. You check it before anything goes out or changes a record.
For leaders
On this page
- Account research brief
A one-page account snapshot in 8 minutes, with a clear yes or no on reaching out.
- Outbound message QA
Find out if your email earns a reply before you send it, and get a tighter version.
- Follow-up sequence drafter
Three follow-ups that each give the buyer a new reason to reply.
- Pre-call brief
Walk into a first call prepared in 10 minutes, with five questions worth asking.
- Call notes to CRM update and follow-up
Messy call notes become a clean CRM update and a follow-up email in 6 minutes.
- Weekly pipeline check
Which deals really moved this week, which only look busy, and one next step for each.
- Renewal risk scan
Spot renewal risk early and leave with a 14-day save play.
- One idea, five formats
Turn one good asset into five drafts: posts, newsletter, sales snippet and a video script.