Workflows & Templates

Workflow Templates

Ready-made automations you can import and adapt. Every template explains the problem it solves, how it works, what you need and what stays in your hands.

Sales & Leads

Qualify, research and follow up with prospects.

Sales & Leads

AI Web Researcher for Sales Prospects

Research a list of companies on the web with an AI agent and fill in account details such as pricing, free trial and market in Google Sheets.

Starts on: Schedule

Google SheetsOpenAISerpApi
Sales & Leads

Sales Meeting Prep Briefings Sent to WhatsApp

Before each sales meeting, research attendees from recent emails and LinkedIn activity and send a briefing to WhatsApp.

Starts on: Schedule

GmailGoogle CalendarOpenAI+1 more
Sales & Leads

Apollo Lead Scraper with Personalized Cold Outreach

Describe your ideal leads in a form, scrape matching contacts from Apollo through Apify, research each company and push personalized leads into an Instantly campaign.

Starts on: Form submission

Google SheetsOpenAITavily
Sales & Leads

Appointment Lead Follow-Up with Twilio and Cal.com

Answer SMS enquiries with an AI scheduling agent that books through Cal.com, logs the chat in Airtable and follows up with leads who have not booked.

Starts on: Incoming SMS, Schedule

AirtableOpenAITwilio
Sales & Leads

Qualify Appointment Requests with AI Forms

Screen meeting requests with an AI classifier in a multi-step form and send worthwhile ones to an admin for approval.

Starts on: Form submission

GmailGoogle CalendarOpenAI