AI Workflows & Agents
Build AI workflows to automate manual rep and RevOps tasks.
Build AI workflows and agents to automate busywork and generate insights.
Automate manual reps and RevOps tasks to . and create strategic insights.
Create AI workflows in minutes
Run AI agents to create, research, and analyze
Generate deal, pipeline, and forecast insights at scale
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What you can do with AI Workflows:
Automate your reps’ non-selling activities with AI.
Build AI workflows that free up selling time. Deploy agents that help reps close more deals.
- Auto-update Salesforce fields
- Create AI meeting briefs and follow-ups
- Run account research to get the insights you need to win
96%
of MEDDIC fields populated in Salesforce
99%
of customer interactions captured Salesforce
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Schedule AI workflows that run routine RevOps tasks for you.
Stop spending endless hours on compiling reports or nudging reps to follow your process. Just build AI workflows instead.
- Automate routine tasks such as report creation
- Auto-nudge reps on deal follow-ups or process compliance
- Run AI workflows to flag deal, pipeline, or forecast risks
+24%
win rate using AI deal insights
-60%
slipped deals using AI deal warnings
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Generate strategic insights with AI agents that analyze your data.
No more digging through Salesforce data. Just run AI Workflows to mine your CRM, calls, emails, and more.
- Understand why you win or lose deals
- See how you stack up against competitors
- Analyze objections and how to handle them
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93%
forecast accuracy running by combining
99%
of customer interactions captured Salesforce
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How Revenue Teams use AI Workflows
Automate Salesforce updates
Automate Salesforce data entry with AI to improve rep productivity.
Auto-create reports
Schedule AI workflows that create deal, pipeline, and forecast reports.
Generate AI meeting briefs
Give your reps key deal context before every meeting so they walk in prepared.
Create prioritized deal lists
Give reps and managers a list of deals that need the most attention.
Next best deal actions
Guide reps with clear next steps on every deal to improve velocity.
Nudge reps
Auto-send emails to nudge reps on deal follow-ups or process compliance.
Flag deals at risk
Understand which deals are at risk and why - so you can take action.
Competitor intelligence
Analyze competitor mentions across conversations and emails.
Win-loss analysis
Analyze and understand why you’re winning and losing deals.
Pipeline Analysis
Risks, metrics, reports. Just run an AI agent to get the answers you need.
Objection handling
Understand common objections and how top performers handle them.
Forecast intelligence
Analyze risks in your forecast and act on them to improve forecast accuracy.
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