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
- Pipeline and CRMAlert owners when pipeline accounts show intentWhen someone at an account with an open deal researches your topic, it emails the deal owner who researched, what and when, and posts it to the sales channel.3 steps
- Pipeline and CRMAdd new researchers at open deals to the CRMWhen a new person at an open-deal account researches your topic, it creates them as a CRM contact with an intent note.3 steps
- Pipeline and CRMOpen a deal when a meeting is bookedWhen a meeting is booked, it stops any prospecting sequence, then creates the contact and a deal at your first stage.4 steps
- Pipeline and CRMRefresh stale CRM contactsEach week it re-checks CRM contacts that have not been refreshed in six months against LeadFuze and free sources, and writes any changed title, company or LinkedIn back to the CRM with a note.4 steps
- Pipeline and CRMSync your CRM through your own agentYour own agent, Zapier or Make posts deal changes to your project link.4 steps
- Pipeline and CRMExpansion alerts for customer accountsWhen a current customer researches one of your topics, AIMEE works out which team or use case it points to and who is researching, then tells the account manager.3 steps
- Pipeline and CRMRevive closed-lost deals showing intentWhen an account you lost more than 60 days ago starts researching your topic again, it enrolls the contacts in a revival campaign after you approve and tells the original owner.5 steps · you approve before it goes out
- Pipeline and CRMLog every touch back to the CRMEvery email sent, reply, meeting and delivered postcard is written to the contact in your CRM as a note, so reps see the full history without leaving it.1 steps
- Pipeline and CRMMove deal stages from repliesAI reads each reply and moves the deal: a meeting request goes to Meeting set, interest goes to Engaged, and a clear no goes to Closed lost after you approve, with the sequence stopped.5 steps · you approve before it goes out
- Pipeline and CRMTag hot repliesReplies that show interest or ask for a meeting, with high confidence, get a "hot" tag on the contact and a label on the email so reps answer them first.4 steps
- Pipeline and CRMSlack on positive replyWhen a reply shows interest or asks for a meeting, it posts who replied, from which campaign and the subject line to your sales channel.2 steps
- Pipeline and CRMTell deal owners when a buyer views pricingWhen someone at an account with an open deal views your pricing page, it adds a note to the CRM and gives the deal owner a same-day follow-up task.4 steps
- Pipeline and CRMMulti-thread deals that went quietEach week it finds open deals with no activity in three weeks, adds up to three more stakeholders with verified emails to the CRM, and drafts a LinkedIn note from the owner for your approval.6 steps · you approve before it goes out
- Pipeline and CRMRoute inbound demo requests in minutesWhen a demo form comes in, it fills the person and company, checks your ICP, and for good fits creates the CRM contact and deal, gives the owner a call-now task and alerts Slack.7 steps · you approve before it goes out
- Pipeline and CRMPush hot account scores to your CRMWhen an account score passes your threshold, it writes the score and top signals to the CRM.4 steps
- Pipeline and CRMOpen an opportunity when a champion changes jobsEach week it checks your past champions for a job change.9 steps · you approve before it goes out
- Pipeline and CRMHand off closed-won deals cleanlyWhen a deal is marked won, it stops every prospecting sequence, moves the account into Customers, and has AIMEE write a handoff summary that goes to onboarding.6 steps
- Pipeline and CRMWarn owners when a deal researches competitorsWhen someone at an open deal researches a competitor topic, it notes it in the CRM and AIMEE prepares two questions for the owner to ask this week.4 steps
- Pipeline and CRMOpen a prospecting deal when an account heats upWhen an ICP account with no deal passes your score threshold, it creates a prospecting deal in the CRM after you approve, with the signals as a note, and gives the owner a task.4 steps · you approve before it goes out
- Pipeline and CRMMonday pipeline intent digestEvery Monday AIMEE summarizes which open deals researched your topics, visited the site, replied or went quiet last week, grouped by owner and ranked by deal size, and posts it to Slack and email.3 steps
- Pipeline and CRMRebook canceled meetingsWhen a meeting is canceled, it notes it in the CRM, waits a business day, and if nothing was rebooked AIMEE drafts a friendly email offering two new times for your approval.5 steps · you approve before it goes out
- Pipeline and CRMSync outreach-ready social leads to your CRMWhen a SocialStreams lead that matches your ICP becomes outreach-ready, it creates the CRM contact with a link to the post and gives the owner a task to engage before reaching out.3 steps
- Pipeline and CRMFill buying committees on open deals from Lead DatabaseEach week it checks open deals for missing roles, adds the missing people from Lead Database, syncs them to the CRM, and tells the owner who was added.5 steps
- Pipeline and CRMStop prospecting once a deal opensWhen a deal opens or moves to an active stage, it stops prospecting sequences for the contact, tags them as in pipeline, and takes them off prospect lists.4 steps
- Pipeline and CRMFollow up when a Demand Scan is openedWhen a prospect opens a Demand Scan you shared, it notes it in the CRM, gives the owner a follow-up task due today and posts it to Slack.3 steps
- Pipeline and CRMCheck in with quiet customers before renewalEach month it finds customers renewing in the next 90 days who have not replied in two months, has AIMEE read their recent signals, gives the account manager a task, and drafts a check-in email for approval.5 steps · you approve before it goes out
- Pipeline and CRMAlert the deal owner and add new researchers to the CRMWhen someone at a deal or customer account researches your topic, it alerts the deal owner and, when the person is not in your CRM yet, adds them with an intent note.8 steps