Workflow library

Sales automations

Get leads to the right person fast and keep deals moving. 10 workflows, each linked to a real public source, with architecture, tools and human checkpoints.

End-to-end systems

8 stagesSelf-learning outbound machine

Starts from your best customers and ends with booked meetings.

6 stagesInbound lead agent with voice follow-up

Every inbound lead is researched, qualified into a typed label, and gets a drafted reply approved in Slack.

5 stagesCall intelligence system

Every sales call is prepped by an agent, turned into structured CRM fields afterwards, and added to a won/lost corpus that answers messaging and competitor questions in Slack.

6 stagesClosed-lost and competitor displacement engine

Mines your CRM and public data for accounts you can win back or take from a competitor, researches each one, and writes outreach that references the real history.

Building blocks

Inbound lead research and qualification agentVercel: one person now does the lead-triage work previously done by 10

Every inbound form fill gets a deep-research pass on the person and company, a structured qualification verdict, and a drafted reply.

SalesFrontier~10–25 h/week$8k–$25k AI voice agent that calls new leads within minutesISpeedToLead: lead response time cut from about 100 minutes to under 5; 20–30 demos booked weekly by AI calls

When a lead signs up, a voice agent calls them within a couple of minutes, asks one or two routing questions, and either texts a booking link or hands over to a rep.

SalesFrontier~8–20 h/week$5k–$20k Signal-based outbound with governed AI researchSaviynt: 60% of reps booked more qualified meetings, with a $32.2M increase in pipeline (as reported by Clay)

Ops builds enrichment and contact-finding workflows once (waterfall across many data vendors); reps call them from the AI chat they already use to get account context, buying signals and verified contacts..

SalesAdvanced~5–15 h/week$3k–$12k Closed-lost "wake the dead" campaignSendoso: 16 meetings, 23 leads and a closed deal within two weeks of launch, at a 75% open rate and 11% response rate

Pull last year's closed-lost deals and stalled meetings, have an LLM summarise why each prospect originally engaged from the pre-call notes, then send a short personal email that references the AE, the last meeting and that reason..

SalesStarter~3–6 h/week$1k–$4k Competitor displacement research across your TAMA-LIGN replaced a $60K/year manual research contract; 2,000 accounts researched, 1M+ data points, and $6.8M pipeline generated or identified in 6.5 months (as reported by Clay)

For every target account, an AI web-research step checks which of your service categories they use, why, and which competitor provides it, then writes the answers into CRM fields reps can filter on..

SalesAdvanced~10–30 h/week$5k–$15k Sales call transcripts to CRM fields

After each recorded call, the transcript is filtered by deal stage, summarised, and specific fields (pain, competitors, next steps, objections) are written to the opportunity.

SalesAdvanced~3–8 h/week$2.5k–$8k Pre-call account brief in Slack

Before each customer or prospect call, AI reads the HubSpot record, researches the company, lists the automation challenges they are likely facing, and posts a short brief to the rep in Slack..

SalesStarter~2–5 h/week$800–$3k Executive LinkedIn engagement to ABM pipeline

When someone from an ideal-customer account engages with an executive's LinkedIn post, a webhook sends the lead into a workflow that enriches, filters on qualification criteria, and stores qualified leads for sales follow-up..

SalesAdvanced~2–4 h/week$1.5k–$4k Win/loss bot over your call transcripts

A chat bot grounded in transcripts from deals you won and lost upmarket.

SalesAdvanced~2–6 h/week$3k–$9k Lead enrichment and routing in Slack

New HubSpot contacts or Slack-posted domains are enriched with firmographics, scored against your ICP and replied to in-thread with a summary, so the right rep picks them up..

SalesStarter~2–5 h/week$800–$3k

Agencies that build sales automations

Agency7Edmonton, Canada

Samcom TechnologiesIndia

Connex DigitalUniversal City, United States

Alltomate by Miguel Carlos Arao

flowioGlasgow, United Kingdom LEADPACK REVPACK sp z o. o.Poland

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Other categories

MarketingPublish, nurture and ask for reviews without manual copy-paste.Customer success & supportOnboard users, spot churn early and answer tickets faster.OperationsReporting, hiring, handoffs and the glue between tools.Finance & RevOpsBilling, dunning, revenue data and approvals.Vertical SaaSExamples for software sold to clinics, law firms, property teams and more.

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