Starter

Default trigger

What it does

Notes

Pipeline Panic Button

Daily · 07:00

Finds deals that are likely slipping and tells the owner exactly what to do next.

Slack digest

Deal Detective

Mondays · 06:00

Summarizes risk, momentum, and stakeholder coverage before forecast calls.

Per open deal

Champion Whisperer

On stage change

Assesses a deal's internal support and helps reps strengthen their champion.

Slack DM

Mutual Action Menace

Daily · closing within 30 days

Creates or updates a lightweight close plan for deals nearing their close date.

Per deal

Ghostbuster

Daily · quiet 5+ days

Detects prospects who have gone quiet and drafts a re-engagement note for the owner to send.

Draft for review

Next Step Nagger

When a meeting ends

Summarizes what happened in the meeting, proposes clear next steps, and creates a follow-up task for the deal owner with a due date.

Creates a task

Report Watchdog

Daily · 08:00

Reads a saved report's latest run and speaks up only when the numbers warrant it.

Needs a saved report

MEDDPICC Mad Libs

On stage change

Fills a deal's qualification fields from what was actually said on calls, and names what's still missing.

Updates fields

Breakup Artist

When a deal is lost

Drafts a gracious closing note for the owner to send.

Draft for review

The Expansion Pack

After a win

Looks at the customer's history for a credible expansion angle, and says when there isn't one.

Uses usage data if present

Starter

Default trigger

What it does

Notes

Love Letter Factory

When a deal is won

Marks the win with a congratulations note for the owner to send, plus a handoff summary on the record.

Adds a note

Stakeholder Matchmaker

Mondays · 07:00

Flags single-threaded deals and suggests who at the account to bring in.

Per open deal

Silent Customer Alarm

Mondays · 07:00

Warns the owner when a customer has gone quiet across every channel, not just on a deal.

Per company

Churn Vader

Mondays · 06:00

Weekly risk read on customers, built from activity, deal history, and whatever health fields the workspace keeps.

Per company

Renewal Reaper

120 / 90 / 60 days out

Runs the renewal play at each checkpoint, with a different note each time.

Needs a renewal-date field on companies

EBR Robotnik

30 days before the review

Prepares the business-review pack ahead of the meeting.

Needs a review-date field on companies

Onboarding Butler

First time an account becomes a customer

Kicks off onboarding, once per account, never again.

Needs a status field on companies

Power User Paparazzi

Mondays · 09:00

Spots the customers whose product usage took off, while it's still news.

Needs product-usage tracking

Expansion Oracle

Tuesdays · 09:00

Builds the expansion case from what a customer actually uses.

Needs product-usage tracking

Starter

Default trigger

What it does

Notes

Revival Tour

Tuesdays · 08:00

Drafts a personalized note to restart a conversation with a contact who has gone cold.

Per contact

Attribution Goblin

Mondays · 08:00

Turns a saved marketing report's latest numbers into a short read on what actually moved.

Needs a saved report

Form Fury

When a contact is created

Qualifies each new inbound lead against enrichment data, then routes it to an owner and a list.

Assigns & lists

Spam Slammer

When a contact is created

Screens new leads for junk — fake domains, disposable addresses, bot signups — and quarantines instead of routing.

Lists

Campaign Closer

Weekdays · 09:00

Follows up the people who clicked a campaign email and never replied, referencing what they clicked.

Per contact

Persona Drama Club

Mondays · 08:00

Shows which kinds of buyer at an account actually engage, and which senior person has never been reached.

Per company

List Whisperer

Mondays · 10:00

Recommends the campaign list a contact actually belongs on, based on what they're doing now.

Per contact