Sales Department
Automate prospecting, outreach, and deal management
Research prospects, generate personalized emails, qualify leads, and analyze deal risk — without leaving your workflow. — with pre-built intelligence that evolves as you use it.
Replaces manual prospect research, email drafting, and deal tracking spreadsheets.
Every execution captures knowledge, making your workflows smarter as your team grows.
Just describe what you need — the AI handles the rest.
Example Workflow
New Lead Workflow
Recipes Included
11 ready-to-use AI recipes
Each recipe is a reusable AI operation with structured inputs and outputs. Customize the prompts to match your needs.
Prospect Research
Comprehensive company and contact research from a name or URL.
Cold Email Generator
Personalized outreach emails tuned to your brand voice.
LinkedIn Connection Request
Short, relevant connection messages with context.
Lead Qualification
Score and prioritize leads against your ICP criteria.
Discovery Call Prep
Pre-call research briefs with talking points and questions.
Proposal Executive Summary
Polished summaries for proposals and RFP responses.
Objection Handler
Research-backed responses to common sales objections.
Deal Risk Analyzer
Flag at-risk deals based on engagement signals and timeline.
Follow-Up Email Sequence
Multi-touch follow-up sequences tailored to deal stage.
Account Health Assessment
Proactive account scoring for retention and expansion.
Facebook Lead Response
AI-drafted responses for leads arriving via Facebook Messenger.
Workflows Included
6 multi-step workflows
Workflows chain recipes together with branching, loops, and approval gates for end-to-end automation.
New Lead Workflow
Research, qualify, and draft outreach for new leads in one step.
Instagram DM to CRM Pipeline
Qualify Instagram DM leads, enrich with research, and push to CRM.
Discovery to Proposal
From discovery call notes to a ready proposal summary.
Deal Review Workflow
Weekly deal review with risk flagging and action items.
Competitive Positioning
Analyze competitors and generate positioning strategies.
Account Renewal
Health check, renewal brief, and proactive outreach.
Sales Templates
Prospect Research
Comprehensive company and contact research from a name or URL.
Cold Email Generator
Personalized outreach emails tuned to your brand voice.
LinkedIn Connection Request
Short, relevant connection messages with context.
Lead Qualification
Score and prioritize leads against your ICP criteria.
Discovery Call Prep
Pre-call research briefs with talking points and questions.
Proposal Executive Summary
Polished summaries for proposals and RFP responses.
Sales Use Cases
Automated Lead Qualification
Research, score, and draft outreach for new leads without manual work.
SalesCompetitor Intelligence Pipeline
Monitor competitors, synthesize market signals, and deliver actionable intelligence to every team that needs it.
SalesRFP Response Assembly
Assemble comprehensive RFP responses by pulling from your knowledge base and past proposals — with legal review built in.
Recommended Integrations
Connect your sales tools
Give AI direct access to your business tools via OAuth. Read data, send messages, and update records.
HubSpot
Sync leads and deal data
Salesforce
CRM data access and updates
Gmail
Send and draft emails
Connection and messaging
Google Sheets
Deal tracking and reporting
Slack
Deal alerts and notifications
Suggested Schedules
Set it and forget it
Automate recurring tasks with cron schedules. These are included in the Sales Pack.
Run lead workflow every weekday morning at 8 AM
0 8 * * 1-5
Weekly deal review every Monday at 9 AM
0 9 * * 1
"We reduced prospect research time by 80% and increased our outreach response rate by 3x."
Sales Director
B2B SaaS Company
Packs for every department
Each department gets its own curated pack of recipes and workflows.
Marketing
11 recipes, 6 workflows
Support
16 recipes, 8 workflows
HR
10 recipes, 5 workflows
Finance
8 recipes, 4 workflows
Operations
8 recipes, 4 workflows
Legal
7 recipes, 3 workflows
Engineering
7 recipes, 3 workflows
Executive
7 recipes, 2 workflows
IT & Security
10 recipes, 4 workflows
Product Management
10 recipes, 5 workflows
R&D
10 recipes, 4 workflows
Product
8 recipes, 4 workflows
Customer Success
8 recipes, 4 workflows
Data & Analytics
8 recipes, 3 workflows
IT Operations
8 recipes, 3 workflows
Social Media
5 recipes, 2 workflows
Procurement
8 recipes, 4 workflows
Founder / Startup
7 recipes, 3 workflows