WORKFLOW TEMPLATES
Lead Generation workflows
Capture, enrich, and qualify inbound and outbound leads.
314 workflows
Voicemail Demo Request Enriched and Logged to Airtable Intent Board
Transcribes a demo voicemail, enriches the caller's company with a web lookup, builds a structured qualified-intent record in Airtable with a callback-due timestamp.
Enrich and route each webinar registrant in real time on signup
Fires the moment a registrant submits the webinar form, enriches and scores them instantly, and routes high-fit leads to a rep while logging everyone for nurture.
Demo-Request Voicemail to Qualified HubSpot Lead with Callback SLA
Transcribes an inbound demo-request voicemail with ElevenLabs, extracts intent and contact details, creates or updates a HubSpot contact and deal.
Research cold attendees and draft personalized outreach for net-new leads
Takes the attendees who have no existing relationship, researches each company's recent news with Exa.
Issue Authors With Buying Pain to Research Packet
Triggers on new GitHub issues, uses an LLM to classify whether the author is describing a paid-tier or enterprise pain point, enriches qualified authors.
Webinar Attendee List to ICP-Scored Prospect Packets in Attio
Watches an Airtable base for new webinar attendee rows, enriches each person and their company, scores them against your ICP.
Agent Researches and Tiers Event Attendees Into Pipeline
A CEO agent works through the deduped attendee list, researches each company on the web, assigns a fit tier with reasoning, files records in Attio.
Agent-Driven Voicemail Triage with Drafted Follow-Up and Calendar Hold
An agent listens to demo voicemails via ElevenLabs transcription, reasons about intent and urgency, drafts a personalized follow-up email, places a tentative Google Calendar hold.
Detect multiple stargazers from one company and roll them into a HubSpot account
When several people from the same company star your repo, group them as buying-signal evidence, create or update a HubSpot company record.
Research top webinar attendees and write sales briefs to a Monday board
For the highest-scoring webinar attendees, an agent researches each person and their company, drafts a personalized outreach brief.
Voicemail Demo Request to Auto-Booked Google Calendar Slot
When a prospect leaves a demo voicemail, ElevenLabs transcribes it, the flow detects the requested timeframe, books the next open slot on the rep's Google Calendar.
Exhibitor Scrape to Salesforce Leads with Daily Slack Digest
Scrapes a conference exhibitor or sponsor directory on a schedule, scores each company as a partner or prospect, creates Salesforce leads.
Voicemail Lead Scoring and Round-Robin Routing into Salesforce
Transcribes demo voicemails, scores each caller's intent and fit from the transcript, routes hot leads round-robin to the right Salesforce owner.
New Podcast Episode Webhook to Personalized Gmail Guest Intro
When a podcast publishes a new episode, it enriches the guest and drafts a personalized cold intro email in Gmail referencing what they said on the show.
New Speaker Webhook to Attio with Gmail Intro Drafts
Receives a webhook when a roster page changes, harvests the added speakers, scores and writes them into Attio as ABM records.
Agent-Qualified GitLab SDK Adopters Routed to Territory Owners
An agent investigates each new GitLab SDK adopter, decides fit and territory from research, then either creates a Salesforce lead and DMs the assigned rep in Slack.
Scrape Podcast Episode Pages into a Qualified HubSpot Pipeline
On a schedule, scrapes your podcast's episode and guest pages with Apify, identifies each guest's company and role, scores fit against your ICP.
Generate Notion account briefs from webinar attendees on a named target list
Matches new webinar attendees against your strategic target-account list and, for any match, builds a multi-section account brief in Notion for the account team.
Agent-Driven ICP Triage of Attendees into Salesforce Tasks
An agent reads a new attendee list from Airtable, researches and reasons about each prospect's fit and buying intent.
Conference and event attendee harvest into Attio segments
Triggered by an event name, searches Brave for speakers, sponsors, and exhibitors of that event, qualifies each company with OpenAI.
Webhook-Triggered Attendee Enrichment with Loom Email Send
On a webhook from your event tool, scrapes the attendee batch with Apify, enriches into Attio, queues a Loom intro.
Flag returning visitors from target and competitor-adjacent accounts
Matches each repeat anonymous visitor against a watchlist of target and competitor-customer accounts, enriches the matches.
Booth Badge Photo to HubSpot Follow-up Sequence
Reads a photographed event badge, OCRs the name, company, title, and email, creates or updates a HubSpot contact.
Model-card author harvest on webhook to Coda and Attio
Fires when a webhook posts a HuggingFace model URL, reads the model card to extract authors and paper citations, resolves each author's affiliation with Brave.
Route Live Badge Scans Into HubSpot and Owner Slack DMs
Receives each badge scan in real time via webhook, scores it against the ICP, creates the contact in HubSpot.
Post a daily ranked digest of new webinar leads to Slack
Each morning, pulls the prior day's webinar attendees from Airtable, ranks the top ICP-fit leads, and posts a concise digest with research highlights to a Slack sales channel.
CEO Agent: Event Territory Research and Outreach Brief
An agent-driven workflow where the CEO scrapes a target event, deeply researches each attending company, drafts a tailored outreach angle per account.
Enrich Badge Scans With Company Data via Brave Search
For each new event attendee, searches the web for the person's company to fill in industry, size, and website.
Agent research desk: build enriched prospect dossiers from a scraped attendee list
An agent works through a scraped attendee list, researching each top-scored company with web search to write a one-page dossier with pain hypotheses and an outreach angle.
Route event scans to the right rep by territory using a Postgres ownership table
Resolves each scanned attendee against a Postgres account-ownership table to find the rep who owns that company or territory.
Weekly Fork-and-Clone Momentum Digest of Top Accounts
On a weekly schedule, ranks repos that forked or heavily cloned yours, enriches the orgs behind the most active forks, and ships a prioritized account digest to Notion and Slack.
Instant hot-lead routing from high-value booth scans
When a badge scan arrives for an attendee at a target account or seniority, enriches them against the CRM and routes the hot lead to the owning AE in Slack within seconds.
Fast-track accounts that hit the pricing page twice in a day
Fires the moment a de-anonymized visitor views the pricing or demo page, checks for a second high-intent hit within 24 hours.
Weekly Stargazer Lead Digest to Airtable and Slack
On a weekly schedule, collects all new stargazers across your repos, enriches and dedupes them into an Airtable lead sheet.
Follow up on unanswered meeting requests and send reps a daily booking digest
Identifies leads contacted 48+ hours ago with no reply, sends a single gentle follow-up with a fresh slot.
Inbound Attendee CSV to Researched Prospect Packets in Notion
Accepts an attendee CSV via webhook (from your webinar platform), researches every contact and account, builds a structured prospect packet per person.
Webhook-triggered Brave rising-keyword check into a Notion trend queue
When an external trend or alert tool fires a webhook with a keyword, checks Brave for current intent volume and freshness, has an LLM judge whether it's a real warm signal.
Repo Forker ICP Scorer to Airtable Pipeline
Collects engineers who fork your repo, enriches and scores their company against your ICP using an LLM.
External PR Contributors to Champion Alert
Triggers when a merged pull request comes from outside your org, identifies the contributor's employer.
Agent-Researched Stargazer Brief to Notion
An agent investigates each high-value stargazer across GitHub and the web, writes a one-page account brief with talking points and fit rationale.
Webinar No-Show Re-Engagement Packets with Personalized Outreach Drafts
Compares registrants against actual attendees in Airtable to find no-shows, researches each one, scores ICP fit.
Research top weekly intent accounts and brief the CEO with a Notion outreach plan
Each week pulls the highest-scoring intent accounts from the download log, has the CEO agent research each one and draft tailored outreach angles.
Auto-Draft Post-Event Follow-Ups for Qualified Attendees
After the event, takes the deduped qualified attendee list, logs each as a Salesforce lead.
Draft a personalized outreach email for each qualified stargazer
For high-fit stargazers, research their work and write a tailored cold email referencing their actual repos and stack, then save it as a Gmail draft for a rep to review and send.
On-demand niche list builder from a Slack request to Attio
A rep types a niche and region in Slack, the workflow runs targeted Brave searches, OpenAI assembles a deduped company list with fit reasoning.
Daily Brave Search intent harvest into qualified Attio prospects
Each morning, runs your buyer-intent search queries against Brave Search, uses OpenAI to score and dedupe the results into real companies.
Score and Route Inbound Demo Requests by ICP Fit
When a demo-request form is submitted, enriches the company, computes an ICP fit score.
Real-time booth lead capture: enrich, score, and route badge scans to Salesforce
Fires when a booth lead form or badge scanner posts a contact, instantly enriches and ICP-scores it, then creates a Salesforce lead and routes hot ones to the right rep in Slack.
Find the buyer at a stargazer's org and draft a personalized outreach email
For each qualified new stargazer, researches the org to identify a likely buyer, drafts a personalized cold email referencing their star and tech context.
Re-engage webinar no-shows with the recording and a low-priority nurture task
Detects registrants who never joined a Zoom webinar, emails them the on-demand recording, tags them as no-shows in HubSpot, and queues a soft nurture task instead of an SDR call.
New GitLab SDK Adopter to HubSpot + Slack Warm Intro
Watches public GitLab repos for first-time imports of your SDK, enriches the committer's org, creates or updates a HubSpot lead.
AI agent builds account briefs for hot webinar leads before outreach
For each high-intent webinar attendee, an agent researches their company, combines that with their poll answers into a one-page outreach brief, files it in Notion.
Tier podcast backlink prospects by domain strength and post a daily shortlist to Slack
Each morning, pulls untriaged podcast prospects from Attio, checks each show site's backlink and freshness signals, sorts them into A/B/C link-value tiers.
Split webinar registrants into no-show win-back and attendee nurture tracks
Compares the Zoom registrant list against actual attendees, then routes no-shows into a win-back email sequence and engaged attendees onto a Monday nurture board.
Attendee Image OCR with Research-Agent Briefs to Notion Outreach Board
On upload of an attendee photo or sheet, an agent OCRs the contacts, researches each person and account on the web, drafts a personalized outreach angle.
Live Badge-Scan Webhook to Instant Enriched Lead Alert in Slack
Receives badge scans from your booth scanner in real time, enriches each lead on the spot.
Qualify Guest Domains and Push Outreach Targets to HubSpot
Takes new guest-site rows from Airtable, scores each domain for authority and contact reachability, and creates qualified outreach targets as companies and contacts in HubSpot.
Build Sales Research Briefs for Your Most Engaged Attendees
Identifies the highest-engagement attendees from a webinar report, has an agent research each account and contact.
On-Demand Local Prospect List from a Webhook Request to Google Drive
Accepts a niche+location request via webhook, searches Brave, verifies live sites, dedupes, AI-ranks the results, and delivers a finished prospect spreadsheet to Google Drive.
On Agenda-Publish Webhook, Sync Qualified Speakers into HubSpot
When your event-tracking tool fires a webhook that a watched conference published its agenda, the workflow scrapes the roster, qualifies speakers against ICP.

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