Workflows
Your best analysis. Running automatically.
You know which questions matter. Competitive trends. Product gaps. Rep performance. Workflows run those questions on a schedule and push the answers to your team automatically.
The analysis exists. Nobody has time to run it every week.
A competitive summary that used to take two hours every Friday.
A product gap report your PM asked for every month.
A deal alert every time a key competitor is mentioned.
Workflows run all of it. Without anyone touching it.
Examples
What teams automate.
Weekly competitive summary
Win rates, new competitor mentions, battlecard updates. Delivered to your Slack channel every Monday morning.
Product gap report
Feature gaps from closed lost deals, ranked by pipeline impact. Sent to your product channel on a custom cadence.
Battlecard updates
When new deals close against a competitor, the battlecard updates automatically. Reps always have the latest intel.
How It Works
How it works.
Build a recipe.
Start from a pre-built template or create your own. Natural language prompt. No code required.
Set a schedule.
Daily, weekly, monthly, or on a custom cadence. Run on demand any time.
Choose where it lands.
Slack channel, Slack DM, email, or your CRM via Zapier. The insight reaches your team where they work.
Recipe Library
Start from the recipe library.
Pre-built workflows for every team. Competitive intel, win-loss reports, product gap summaries, sales coaching, rep performance. Pick one, remix it, make it yours.
Win rates by competitor, battlecard updates, new mention alerts. Delivered on a schedule.
Recipe for Competitor Deep Dive Report →Coaching summaries, talk track updates, objection handling refreshers for your reps.
Recipe for Objection Handling Coaching →Message-market fit analysis, ICP shifts, positioning updates from real buyer language.
Recipe for Market Trends →CRM hygiene checks, deal coverage reports, pipeline risk alerts on a custom cadence.
Recipe for Learn from Losses (Weekly Roundup) →Feature gap reports, roadmap inputs, buyer feedback summaries from closed lost deals.
Recipe for Product Gaps →Rep performance trends, deal quality scores, win-loss summaries for your weekly review.
Recipe for Discovery Questions →