Automate your revenue
and consolidate SaaS tools
From pipeline generation to deal management and expansion
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Agent Workflows
Agentic workflows that power your end-to-end sales cycle.
Prospecting
448
Total leads found
Enriching
446
Leads enriched and scored
Engaging
393
Leads where an email has been sent
Replying
98
Leads where an email has been sent
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Sales Intelligence
Prospecting & enrichment - so your agent acts on the right leads with the best data.
Enriching
Add leads
Name
Role
Added date
ICP?
Add column
1
Markus Chen
CIO
1.3.2026.
Yes
2
Sara Mitchell
CRO
1.3.2026.
Yes
3
Devon Williams
Leader and CIO
28.2.2026.
Yes
4
Rachel Torres
CMO
28.2.2026.
Yes
5
James Kowalski
Fractional CTO
28.2.2026.
Yes
6
Olivia Grant
Regional Manager
27.2.2026.
Yes
7
Tyler Nakamura
CEO
27.12.2026.
Yes
8
Tyler Nakamura
CEO
27.12.2026.
Yes
9
Tyler Nakamura
CEO
27.12.2026.
Yes
Import or connect
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Sales Engagement
Multi-channel sequencing & outreach - so your agent can generate pipeline on autopilot.
448 leads found
Stage
Last
Activity
Jordan Dyne - Axis HQ
Replying
Engaging
Enriching
Prospecting
Mar 27
Romain Goble - Planet
Replying
Engaging
Enriching
Prospecting
Mar 27
Ben Issen - Rox
Replying
Engaging
Enriching
Prospecting
Mar 27
Emily Chen - Airbus
Replying
Engaging
Enriching
Prospecting
Mar 27
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Conversation Intelligence
Meeting prep, insights, and follow ups - so your agent knows what happened and what to do next.
Acme Meeting Summary
Can you write a post-meeting summary I can send to my team & a follow up email?
Plan
5 of 5 completed
Locating notes and transcripts from today's meeting with Acme Corp.
Searching through your notes for Acme Corp.
Retrieving transcripts from past conversations with Acme Corp
Preparing the meeting summary using the Summary skill
Activating Meeting Summary skill
Call Summary: Finished a call with the exec buyer at Acme Corp. Strong alignment on the RFP automation use case. Next step: Joey will connect us with their head of RevOps to validate...
Meeting Summary for Acme
Preview
Ask a question, type @ to add context
A
Acme
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Revenue Intelligence
Pipeline visibility, deal risk alerts, and automatic CRM write-back - so nothing falls through the cracks.
Opportunities
West Coast
New Opportunity
Sort
Filter
Stage 0
Semrush

2 Risks found
Ran 1 day ago
View
Nike
$280K

Coinbase
$480K

Stripe
$340K

Stage 1
Shopify
$560K

MongoDB
$140

New Relic
$300K

Amazon
$240K

Stage 2
Mailchimp
$280K

Semrush
$340K

Airbnb
$340K

Meta
$340K

Stage 3
Airtable
$800K

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Account Intelligence
Account details, history, and key context – so your agent always knows the account and can recommend actions.
Content


Ramp Account Intelligence Report
Create a webpage-style account intelligence report for Ramp with an executive summary, recent news, key contacts, relationship history, open deals, risks, opportunities, and recommended next steps.
Plan
5 of 5 completed
Research internal relationship history and recent activity for Ramp
Gather recent public news and account context for Ramp
Find key contacts and or structure for Ramp
Review Open deals and account risks/opportunities for Ramp
Create the webpage style report using the Static Website skill
Activating Static Website skill
Static Website
Preview
Expansion Slide Deck
Done — I created the webpage-style account intelligence report for Ramp.
