Workflows that run themselves
309 ready-made workflows for finding buyers, cleaning data and starting conversations. Open one and it is built on your canvas, with you approving anything that goes out.
All 309 Find buyers 26Enrich and verify 25Hiring and people moves 25Company signals 25Start conversations 25Social listening 26Search and AI answers 26Competitor intelligence 26Local and direct mail 26Pipeline and CRM 27Account research 26Data quality and budgets 26
- Account researchBrief yourself before every meetingWhen a meeting is booked, it fills the person from LeadFuze and has AIMEE write a one-page brief: role, company news, topics researched, pages visited, past emails and three questions to ask.3 steps
- Account researchResearch companies that visit togetherWhen several people from one ICP company visit your site, AIMEE looks at the pages, teams, news and hiring to explain why they might be looking now and who to contact first, and posts it to Slack.3 steps
- Account researchResearch your top accounts weeklyEvery Monday it pulls each top account's news and open jobs from the last week, refreshes key people from LeadFuze, and has AIMEE write five bullets on what changed with one next step.6 steps
- Account researchHiring signal from AIMEEWhen AIMEE records a confident hiring signal on an account, it saves it on the record, adds account score and posts it to Slack.5 steps
- Account researchWrite account plans for new opportunitiesWhen a new deal opens, AIMEE writes an account plan covering goals, the buying committee and its gaps, topics researched, competition, risks and a 30-day plan.4 steps
- Account researchSummarize an account's last 90 daysRun it on any account: AIMEE summarizes 90 days of topics researched, people, site visits, emails, replies, meetings, postcards and deal changes, ending with what changed and what to do next.3 steps
- Account researchFind recent podcasts with your prospectBefore a meeting, it searches Spotify and YouTube for episodes featuring the prospect, and AIMEE picks the ones that really feature them and summarizes their views with links.5 steps
- Account researchRead a prospect's recent postsIt reads the prospect's last ten LinkedIn posts and has AIMEE pull out the three themes they care about and one natural opener, saved on the record.5 steps
- Account researchGet communication tips before a big meetingBefore a meeting, it analyzes the prospect's LinkedIn profile for communication style and AIMEE turns it into five practical tips: how to open, how much detail to bring and what to avoid.5 steps
- Account researchCheck target accounts' tech stack for a competitorWhen an account joins your target list, it reads their tech stack.5 steps
- Account researchRead the annual report before an enterprise callWhen a large deal opens with a public company, it pulls the latest SEC filings and AIMEE lists stated priorities, named risks and spending plans that match what you sell, quoting the filing.6 steps
- Account researchRead what employees say about a target accountFor each new target account, it reads recent employee reviews and AIMEE finds the work problems that come up most and relate to what you solve, with two short quotes.3 steps
- Account researchBuild a one-page company timelineFor each new target account, it gathers a year of news, funding rounds and founders, and AIMEE writes a dated timeline with sources and a one-line 'why now'.5 steps
- Account researchWatch key accounts' websites for new pagesEach month it checks which pages appeared or disappeared on key accounts' websites.4 steps
- Account researchResearch every inbound lead before the first replyWhen a tracked form comes in, it fills the person and company, and AIMEE writes a five-line dossier with fit, likely use case and the best first question, posted to Slack and saved on the record.5 steps
- Account researchRead what an account posts on LinkedInFor each target account, it reads the company page's recent LinkedIn posts and AIMEE summarizes what they are launching, hiring for, celebrating or worried about, with one opener.5 steps
- Account researchAnswer your own question for every accountType a question like 'Do they offer a free trial?' and run it on an audience.4 steps
- Account researchWrite a loss review when a deal closes lostWhen a deal moves to Closed lost, AIMEE pieces together the likely reasons from emails, meetings, topics researched and site visits, notes any competitor they looked at, saves it on the deal in the CRM, and adds the...5 steps
- Account researchCheck how a prospect shows up in AI answers before you pitchIt writes three questions a buyer would ask about the prospect's category, reads Google's AI Overview for each, and AIMEE notes whether the prospect is named and who is, as a three-line pitch opener.4 steps
- Account researchBuild a quick SEO snapshot before a sales callBefore a meeting, it checks the prospect's domain authority, backlink profile and home page, and AIMEE writes three plain findings and one quick win for the meeting owner.6 steps
- Account researchLearn what a prospect engages with on LinkedInIt reads the posts a prospect recently reacted to, and AIMEE finds the topics, people and causes they care about, with three natural openers and one topic to avoid.5 steps
- Account researchExplain why an account's score jumpedWhen an account passes your score threshold, it pulls the last month of news and AIMEE explains which signals moved the score, the likely "why now", who to contact and the first message angle.4 steps
- Account researchBrief yourself on a local business before you callIt looks up the business on Google Maps, reads its newest reviews and posts, and AIMEE writes a call brief: what they do, rating trend, what customers praise and complain about, and two opening questions.5 steps
- Account researchSee what a prospect is advertising before you pitchIt finds the prospect's Facebook page if needed, reads their active Meta ads, and AIMEE summarizes the offers, audiences and messages they run and the gap you could help with.6 steps
- Account researchFind more people like your champion inside the accountRun it on a champion: Lead Database finds similar people at the same company, and AIMEE ranks them by likely influence on the purchase for the deal owner.3 steps
- Account researchList an account's customers from its websiteFor each target account, it maps its site for customer and case study pages, reads them, and AIMEE lists the customers named, their industries and any that are also your customers.4 steps