Log company signals as CRM notes

Whenever a signal workflow fills a new signal on a record, turns it into a one-line note a rep can act on and adds it to your CRM after you approve.

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  • 2 steps, each new signal
  • You approve before anything is sent
Sample run illustrative data3 steps
  1. Starts when a signal field is filled for the first time. Free.
  2. AIMEE classifies, extracts or writes using your instruction. Uses what is in your plan.
  3. Adds or updates the records in your CRM. It waits for your approval first. Free. Waits for your OK.
Ready for your OK.The records added or updated in your CRM.Run it on mine
The payoff

What this unlocks

Whenever a signal workflow fills a new signal on a record, turns it into a one-line note a rep can act on and adds it to your CRM after you approve.

Reps live in the CRM, so signals that never reach it never get used.

  1. Trigger
  2. BWRules
  3. CRYour CRM

The records added or updated in your CRM.

  • The news, funding and changes that make an account worth a call today.

  • It runs on its own, when a signal field is filled for the first time.

  • CRM notes wait for your approval; you can switch them to automatic.

API and MCP

Builders can integrate.

Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.

It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.

How it works

Step by step, in plain words

It starts when a signal field is filled for the first time, or when a signal field changes.

  1. 1
    BWAI step: classify, extract or write

    Write a one-line note

    AIMEE classifies, extracts or writes using your instruction.

    An answer, label or score for each record.
  2. 2
    CRSync to CRM

    Add the note in your CRM Waits for your OK

    Adds or updates the records in your CRM. It waits for your approval first.

    The records added or updated in your CRM.

CRM notes wait for your approval; you can switch them to automatic.

Benefits

Why teams run it

  • Hours back every week

    All 2 steps run on their own, when a signal field is filled for the first time, so no one has to remember.

  • You stay in control

    Anything that goes out waits for your approval first, and you can change the rules any time.

  • No per-result charges

    It uses what is already in your plan, so a busy month costs the same.

  • Start it any way

    Run it on one person, a list, an audience or from your own agent, and get the results in place.

Make it yours

Start here, then make it yours

Partner data at our cost. No markup on any partner price.

  • Change any step Swap, add or remove any of its 2 steps on your canvas, or ask AIMEE to do it.
  • Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
  • Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
  • Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
  • And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
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3 nodes in this workflow

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Questions, answered

How far does the $50 of included usage go?

Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.

Why is there no free trial?

Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.

What happens when the $50 runs out?

Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.

Do you mark up data partners?

No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.

Can I run it on a list or from my own tools?

Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.

Run it on your market today.

Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.

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