Featured Workflows
A few of our favorites:
- SDR Researcher Agent
Trigger: New target account added
Does: Scans site/LinkedIn/stack; pulls 3 insights
Ships to: Email draft + CRM notes
KPI: +reply rate, meetings booked
- 1:1 Email Writer Agent
Trigger: Qualified contact detected
Does: Writes concise, reference-rich email in brand voice
Ships to: Sequencer (Instantly/Email Bison)
KPI: Positive replies, booked calls
- Lead Scorer & Router Agent
Trigger: Form fill, product signal, or firmographic match
Does: Scores, assigns owner, sets SLA; opens Slack alert
KPI: Time-to-first-touch, demo rate
- Churn Risk Sentinel
Trigger: Drop in usage, NPS, or payment event
Does: Flags account, suggests outreach, opens task
KPI: Saves, expansion rate
- Meeting Note → CRM Agent
Trigger: Call recording available
Does: Summarizes, fills fields, drafts mutual plan
KPI: Data completeness, cycle time
How our agents work
1
Detect the right signal
2
Decide the next best action
3
Do the task
4
Document results
Demand generation
Turn intent into revenue.
We attract buyers, then help them convert.
We attract buyers, then help them convert.
What we do
- Paid search, social, and retargeting tuned to your ICP
- SEO for long-tail intent and compounding traffic
- Lifecycle nurture that advances real opportunities
- Conversion lifts on pages, forms, and offers
Outbound
Helpful outreach that earns replies.
Outbound should feel helpful, not spammy. We engineer it end-to-end.
Outbound should feel helpful, not spammy. We engineer it end-to-end.
What we do
- Signal-based outreach (funding, hiring, tech stack, intent)
- 1:1 emails with AI research from company website, linkedin pages, and more.
- Email + LinkedIn sequences by persona and industry
- Automated reporting on meetings booked, reply rate, inbox health
AI Workflows
Remove repetitive work. Move faster.
We automate what your team shouldn’t do by hand. You focus on impact.
We automate what your team shouldn’t do by hand. You focus on impact.
Our AI-powered automations:
- Predictive lead scoring & smart routing
- Automated sales follow-up, meeting notes synced to CRM, and personalized deck creation
- Ad copy, SEO content, and outbound messages generated with AI
- Slack alerts for demo views, churn risk, or stuck deals
- PLG triggers for onboarding, usage, and upsell
Your stack. Our guardrails.
We work with your tools
HubSpot, Salesforce, Clay, Bitscale, Cotera, n8n, Zapier, Make, Instantly/Email Bison, GA4, Webflow, and more.
Human-in-the-loop by default
Review queues, rate limits, deliverability checks. Role-based access. Source links for every output.
