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
- Competitor intelligenceMail a switch offer to a competitor's unhappy customersWhen someone joins your unhappy-competitor-customers audience and fits your ICP, they get a postcard with your switch offer once you approve.7 steps · you approve before it goes out
- Competitor intelligenceFollow up visitors comparing you with a competitorWhen an identified visitor reads one of your comparison or alternatives pages, BrandWell makes sure there is a verified email, AIMEE works out which competitor they are weighing, and a short side-by-side note is...5 steps · you approve before it goes out
- Competitor intelligenceLearn why you lose to each competitorWhen a deal closes lost, AI reads the loss reason and notes, records which competitor won and why, saves the account to a lost-to-competitor audience, and posts the reason to Slack.5 steps
- Competitor intelligenceFind more buyers like a competitor's customersWhen a company joins your competitor-customers audience, Lead Database counts and finds the right people at similar companies, and they are enrolled in your displacement campaign after you approve.4 steps · you approve before it goes out
- Local and direct mailBuild a local-business marketSearches Google Maps for a business category in your area, saves every place as a company, fills in size and industry, and finds the owner or manager.6 steps
- Local and direct mailMail personalized postcards to qualified local businessesEach week it takes local businesses researching your topic, keeps the ones that fit your ICP and haven't been mailed lately, has AIMEE find a local detail, and mails a personalized postcard once you approve the batch.7 steps · you approve before it goes out
- Local and direct mailMail a personalized postcard to new high-intent accountsEach week it finds accounts that are newly researching your topic and fit your ICP, picks the decision maker to address, confirms a mailing address, and mails a postcard AIMEE personalizes from their research.9 steps · you approve before it goes out
- Local and direct mailSend a thank-you postcard after a booked meetingWhen someone books a meeting, it confirms a deliverable address, has AIMEE write a short personal thank-you, and mails a postcard after you approve it.7 steps · you approve before it goes out
- Local and direct mailFollow up when a postcard brings a visitWhen a postcard recipient visits your site, it checks the match is confident and that they have not replied, then enrolls them in a follow-up campaign that references the postcard and the page they read.4 steps · you approve before it goes out
- Local and direct mailCall when a visit follows deliveryWhen someone visits your site within two weeks of their postcard being delivered, it creates a same-day call task for the owner with the page they viewed, unless a meeting is already booked.4 steps
- Local and direct mailFind local businesses with poor reviewsEvery month it searches Google Maps for a category, keeps businesses rated below your bar, reads their lowest-rated reviews, and has AIMEE name the complaint that keeps coming up.7 steps
- Local and direct mailReach new businesses in a ZIP codeEvery month it searches Maps around a ZIP code, skips places already in your market, finds the owner of each new business, and mails a welcome postcard after you approve.6 steps · you approve before it goes out
- Local and direct mailAsk happy customers for a reviewTwo weeks after a deal is won, AI reads the recent conversation.5 steps · you approve before it goes out
- Local and direct mailReply to new Google reviewsEvery hour it reads your newest Google reviews, skips ones you've answered, has AIMEE draft a reply in your voice, alerts the team about low ratings, and posts the reply once you approve.6 steps · you approve before it goes out
- Local and direct mailFind website emails for local leadsFor local companies without an email, it reads their contact page and then their home page, pulls out the best address, and verifies it before anyone sends to it.9 steps
- Local and direct mailMail a postcard to ideal visitors who did not convertWhen TrafficID identifies a visitor who fits your ICP and has a mailing address, it waits two days.8 steps · you approve before it goes out
- Local and direct mailEmail the day after a postcard landsWhen a postcard is delivered, it waits one business day and enrolls the person in a short email sequence that references the card.6 steps · you approve before it goes out
- Local and direct mailFix or reroute returned postcardsWhen a postcard comes back undeliverable, it re-checks the address with USPS.9 steps · you approve before it goes out
- Local and direct mailCheck every address before a postcard mailsWhen someone joins a mailing audience, it fills a missing address from the company office and checks it with USPS.7 steps
- Local and direct mailCall within the hour when someone scans your postcardWhen a recipient scans the postcard QR code, it adds lead score, finds a direct phone if one is missing, creates a call task due now, and posts the scan to Slack.5 steps
- Local and direct mailPitch local businesses with a free site checkEach week it finds local businesses on Maps, runs an instant audit of each website, writes three plain fixes, finds the owner and a verified email, and sends the site check as your first email after you approve.11 steps · you approve before it goes out
- Local and direct mailInvite nearby prospects to your eventRun it on an audience of nearby prospects.6 steps · you approve before it goes out
- Local and direct mailDraft a postcard campaign when a topic surgesWhen research on one of your topics jumps, AIMEE drafts a postcard campaign for the people researching it, you get an email to review the creative, and this week's researchers are sent to the campaign once you approve.5 steps · you approve before it goes out
- Local and direct mailPause a mailing run that partly failsWhen a mailing run finishes with more failures than you allow, it pauses the campaign and tells the team in Slack and by email so someone checks the list before the next run.4 steps
- Local and direct mailCredit postcard wins in your CRMWhen a conversion is attributed to a postcard, it adds a note to the CRM contact with the campaign, touch and value, adds lead score, and posts the win to Slack.4 steps
- Local and direct mailKeep customers and open deals out of prospect mailingsWhen someone joins a prospect mailing audience, it checks whether they are a current customer or have an open deal.5 steps
- Local and direct mailPost new articles to your Google Business ProfileWhen RankWell publishes an article, AIMEE writes a short local post with a call to action and the link, and it goes live on your Google Business Profile after you approve.2 steps · you approve before it goes out
- Local and direct mailMail the decision maker when an account surges on your siteWhen several people from one ICP company visit your site, it finds the economic buyer, confirms a deliverable address, and mails a postcard AIMEE writes from what their team read, after you approve.10 steps · you approve before it goes out
- Local and direct mailMail new Lead Database matches in your territoryWhen your saved Lead Database search finds new people in your territory, it confirms an address, adds them to your territory audience, and mails a postcard after you approve.7 steps · you approve before it goes out
- Local and direct mailMail local businesses hiring for a role you replaceEach week it finds local job posts for a role your service covers, keeps small companies, finds the owner, and mails a postcard explaining how you handle that work without a new hire.9 steps · you approve before it goes out
- 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
- 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
- Data quality and budgetsStop outreach after a bounceWhen an email bounces, it stops the sequence right away.5 steps
- Data quality and budgetsMerge duplicate people and companiesWhen records are imported or pulled into an audience, it finds ones that match an existing person or company, copies any missing fields onto the original, keeps the original in the audience and removes the duplicate.4 steps
- Data quality and budgetsPause paid checks at your budgetWhen a spending limit is reached, paid data steps hold until the next period while included sources keep running.4 steps
- Data quality and budgetsRe-verify contacts every 90 daysEach week it re-verifies any active contact whose email was last checked more than 90 days ago.6 steps
- Data quality and budgetsFlag job changes in your CRMEach week it checks CRM contacts not checked in the last month for a job change.6 steps
- Data quality and budgetsRemove unsubscribes everywhereWhen someone unsubscribes from any campaign, it unsubscribes them across Outreach, marks them do-not-email, takes them out of intent audiences, and suppresses them from postcards too.4 steps
- Data quality and budgetsWeekly Workflow Wallet and usage reportEvery Monday it writes a short report of Workflow Wallet balance, last week's spend by workflow and tool, included calls, savings from free-first routing and plan meters, flags anything up sharply, and sends it by...3 steps
- Data quality and budgetsArchive stale leads after 180 daysEach month it archives leads with no activity in 180 days who have not replied, visited or researched your topic, and have no deal.8 steps
- Data quality and budgetsFind a new email when one bouncesWhen an email hard-bounces, it looks for a new, verified work email.6 steps · you approve before it goes out
- Data quality and budgetsVerify every new contact before it is emailedWhen someone joins an audience that feeds Outreach, it verifies their email unless it was checked in the last 30 days.6 steps
- Data quality and budgetsRoute risky catch-all emails to LinkedIn insteadWhen verification marks an email as risky (often a catch-all domain), it keeps the person out of email sequences and has AIMEE send a LinkedIn note instead, after you approve.5 steps · you approve before it goes out
- Data quality and budgetsWarn before your Workflow Wallet runs lowWhen the Workflow Wallet balance drops below your threshold, AI estimates the days left at the current pace and names the two workflows spending most, then emails the billing owner and posts to Slack.3 steps
- Data quality and budgetsWarn when a plan meter reaches 80%When a plan meter crosses 80%, AIMEE finds which workflows and people used it most and what could move to included sources, and emails the owner.4 steps
- Data quality and budgetsPay for enrichment only when the cache missesWhen a record joins an audience without a title, it uses a cached enrichment if one exists.6 steps
- Data quality and budgetsOnly pay to enrich records that fit your ICPWhen a record joins an audience, it fills company basics from the cheapest source first.4 steps
- Data quality and budgetsNormalize job titles into function and seniorityWhen a record joins an audience with a title but no seniority, AI maps the title to a standard function and seniority so filters, scoring and routing work.4 steps
- Data quality and budgetsFill missing company domains for freeWhen a company record has no domain, AI cleans the company name and a free lookup finds the most likely domain.6 steps
- Data quality and budgetsFlag disposable and personal-email sign-upsWhen a form comes in, a free check tells whether the email domain is disposable or personal webmail.7 steps