Sales automation Templates

Qualify Apollo leads automatically with AI

Automatically score and qualify leads from Apollo CSV exports using AI. Prioritize high-value prospects and skip unqualified leads to focus your sales efforts.

Send AI-powered deal alerts when HubSpot stages change

Get instant Slack alerts with AI analysis when deals move stages in HubSpot. Identify at-risk deals and coaching opportunities automatically.

Generate AI sales meeting briefs from your CRM and calendar

Automatically prepare for sales calls with AI-generated briefings. Pull HubSpot data and get meeting prep delivered to your inbox daily.

Detect competitor mentions in sales calls with Gong and AI

Automatically analyze Gong call recordings for competitor mentions. Get AI-powered battle card insights delivered to Slack instantly.

Generate weekly pipeline health reports with Salesforce and AI

Get AI-powered pipeline analysis every Monday. Identify at-risk deals, forecast accuracy issues, and coaching opportunities automatically.

Monitor competitor pricing pages with AI change detection

Track competitor pricing changes automatically. Get Slack alerts when competitors update prices, plans, or features with AI analysis.

Get Slack alerts when trial users show buying signals with AI

Detect trial users ready to convert with AI analysis. Get instant Slack alerts for high-intent behavior so sales can reach out at the right moment.

Track burn rate and runway automatically with AI-powered alerts

Monitor your startup's financial health weekly. Get Slack alerts when burn rate spikes or runway drops below thresholds.

Personalize cold emails with AI using LinkedIn and company research

Generate hyper-personalized cold emails at scale. AI researches prospects on LinkedIn and crafts custom opening lines that get replies.