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Workflow Library
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Built for revenue teams
Browse the workflows Rox runs for the world's best go-to-market teams. Flag what you want, and your Rox pod rolls it out for you.
22
All Use Cases
All Use Cases
4
Prospecting & Pipeline Generation
Prospecting & Pipeline Generation
4
Meeting Intelligence
Meeting Intelligence
4
Competitive & Market Intelligence
Competitive & Market Intelligence
8
Deal Management & Leadership Visibility
Deal Management & Leadership Visibility
22 Workflows
22 Workflows
Lookalike Account Builder
Best for
BDR, SDR, Account Executive, RevOps, Product Marketing
Lookalike Account Builder
Feed in a set of existing accounts or a customer story, and Rox builds a ranked list of lookalike companies above your revenue threshold — automatically added to your CRM and queued for prospecting.
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Lookalike Account Builder
Best for
BDR, SDR, Account Executive, RevOps, Product Marketing
Lookalike Account Builder
Feed in a set of existing accounts or a customer story, and Rox builds a ranked list of lookalike companies above your revenue threshold — automatically added to your CRM and queued for prospecting.
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Signals to Outbound Enrollment
Best for
BDR, SDR, Account Executive, RevOps
Signals to Outbound Enrollment
Every week, Rox pulls the top companies firing buying signals, filters out anyone with an open opportunity, researches the right technical buyers, and enrolls them into your outbound sequence.
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Signals to Outbound Enrollment
Best for
BDR, SDR, Account Executive, RevOps
Signals to Outbound Enrollment
Every week, Rox pulls the top companies firing buying signals, filters out anyone with an open opportunity, researches the right technical buyers, and enrolls them into your outbound sequence.
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Hot Accounts to Recommended Leads
Best for
BDR, SDR, Account Executive, Product Marketing
Hot Accounts to Recommended Leads
Triggered whenever your hot-accounts feed fires, Rox surfaces the best leads at each account based on intent and drafts personalized outreach ready to send.
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Hot Accounts to Recommended Leads
Best for
BDR, SDR, Account Executive, Product Marketing
Hot Accounts to Recommended Leads
Triggered whenever your hot-accounts feed fires, Rox surfaces the best leads at each account based on intent and drafts personalized outreach ready to send.
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Top Net-New Accounts to Work
Best for
BDR, SDR, Account Executive, Sales Manager
Top Net-New Accounts to Work
Rox ranks the best net-new accounts in your territory to work next, and surfaces the top 3 contacts at each — so you always know who to reach out to first.
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Top Net-New Accounts to Work
Best for
BDR, SDR, Account Executive, Sales Manager
Top Net-New Accounts to Work
Rox ranks the best net-new accounts in your territory to work next, and surfaces the top 3 contacts at each — so you always know who to reach out to first.
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Featured
Daily Meeting Prep
Best for
Account Executive, BDR, SDR, Sales Manager, CRO / Leadership
Daily Meeting Prep
Every day at 6 AM PST, a digest lands in your inbox prepping you for all your customer meetings in the next 24 hours — attendees, last-meeting summary, and recommended talking points, plus an auto-generated slide deck.
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Daily Meeting Prep
Best for
Account Executive, BDR, SDR, Sales Manager, CRO / Leadership
Daily Meeting Prep
Every day at 6 AM PST, a digest lands in your inbox prepping you for all your customer meetings in the next 24 hours — attendees, last-meeting summary, and recommended talking points, plus an auto-generated slide deck.
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Featured
Account Research
Best for
Account Executive, BDR, SDR, RevOps, Sales Manager, Product Marketing, CRO/Leadership
Account Research
An automated research brief that pulls your accounts, researches and ranks them into a Top 5 target list, and saves a structured HTML brief to your Home.
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Featured
Account Research
Best for
Account Executive, BDR, SDR, RevOps, Sales Manager, Product Marketing, CRO/Leadership
Account Research
An automated research brief that pulls your accounts, researches and ranks them into a Top 5 target list, and saves a structured HTML brief to your Home.
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Featured
Post-Meeting Follow-up
Best for
Account Executive, BDR, SDR, Customer Success, Sales Manager
Post-Meeting Follow-up
After every call, Rox drafts a recap and next-steps email in your voice and logs structured notes to your CRM — no manual write-up required.
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Post-Meeting Follow-up
Best for
Account Executive, BDR, SDR, Customer Success, Sales Manager
Post-Meeting Follow-up
After every call, Rox drafts a recap and next-steps email in your voice and logs structured notes to your CRM — no manual write-up required.
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Stalled Deal Re-engagement
Best for
Account Executive, Sales Manager, RevOps, CRO/Leadership
Stalled Deal Re-engagement
Rox finds deals stuck for 30+ days, pulls a timely hook for each, and drafts a personalized re-engagement email per deal — so nothing slips silently.
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Stalled Deal Re-engagement
Best for
Account Executive, Sales Manager, RevOps, CRO/Leadership
Stalled Deal Re-engagement
Rox finds deals stuck for 30+ days, pulls a timely hook for each, and drafts a personalized re-engagement email per deal — so nothing slips silently.
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Featured
Competitor Mention & Objection Report
Best for
Account Executive, Sales Manager, Product Marketing, CRO / Leadership
Competitor Mention & Objection Report
Rox scans your call transcripts for competitor mentions and summarizes the objections raised against each competitor — so patterns surface before they cost you deals.
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Competitor Mention & Objection Report
Best for
Account Executive, Sales Manager, Product Marketing, CRO / Leadership
Competitor Mention & Objection Report
Rox scans your call transcripts for competitor mentions and summarizes the objections raised against each competitor — so patterns surface before they cost you deals.
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Daily Industry News Brief
Best for
Account Executive, BDR, SDR, Sales Manager, CRO / Leadership, Product Marketing
Daily Industry News Brief
Every morning, Rox delivers a brief of breaking industry news, the accounts most affected, and the right contacts to reach out to — ready to action.
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Daily Industry News Brief
Best for
Account Executive, BDR, SDR, Sales Manager, CRO / Leadership, Product Marketing
Daily Industry News Brief
Every morning, Rox delivers a brief of breaking industry news, the accounts most affected, and the right contacts to reach out to — ready to action.
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Budget Cycle Signal Scan
Best for
Account Executive, RevOps, Sales Manager, CRO/Leadership, Product Marketing
Budget Cycle Signal Scan
Rox scans for budget and planning-timing signals across your accounts and produces a confidence-scored report with recommended actions per account.
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Featured
Budget Cycle Signal Scan
Best for
Account Executive, RevOps, Sales Manager, CRO/Leadership, Product Marketing
Budget Cycle Signal Scan
Rox scans for budget and planning-timing signals across your accounts and produces a confidence-scored report with recommended actions per account.
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Featured
Daily Forecast Delta Pack
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership
Daily Forecast Delta Pack
Each day, Rox compares today's commit and best-case pipeline against yesterday's, and packages the notable movements as an email, Slack summary, or leadership-ready slide deck.
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Daily Forecast Delta Pack
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership
Daily Forecast Delta Pack
Each day, Rox compares today's commit and best-case pipeline against yesterday's, and packages the notable movements as an email, Slack summary, or leadership-ready slide deck.
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Weekly At-Risk Pipeline Report
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership
Weekly At-Risk Pipeline Report
Every week, Rox flags the deals most at risk — stale opportunities, deals with no committed next step, and deals where the CRM stage is ahead of what's actually happening — so nothing quietly rots in your forecast.
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Weekly At-Risk Pipeline Report
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership
Weekly At-Risk Pipeline Report
Every week, Rox flags the deals most at risk — stale opportunities, deals with no committed next step, and deals where the CRM stage is ahead of what's actually happening — so nothing quietly rots in your forecast.
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Daily CRM Hygiene Bot
Best for
Account Executive, Sales Manager, RevOps, CRO/Leadership
Daily CRM Hygiene Bot
Rox auto-updates next steps, logs notes from calls and emails, and flags hygiene issues across your open deals every day — so your CRM stays clean without manual data entry.
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Daily CRM Hygiene Bot
Best for
Account Executive, Sales Manager, RevOps, CRO/Leadership
Daily CRM Hygiene Bot
Rox auto-updates next steps, logs notes from calls and emails, and flags hygiene issues across your open deals every day — so your CRM stays clean without manual data entry.
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Top Opportunities Digest
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership
Top Opportunities Digest
Rox ranks your top 10 opportunities by size, stage, and intent, and recommends the best next step for each — so you always know exactly where to spend your day.
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Top Opportunities Digest
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership
Top Opportunities Digest
Rox ranks your top 10 opportunities by size, stage, and intent, and recommends the best next step for each — so you always know exactly where to spend your day.
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Weekly Sales Manager Digest
Best for
Sales Manager, RevOps, CRO / Leadership
Weekly Sales Manager Digest
An interactive weekly digest for sales managers — per-rep activity, coverage, deal themes, risks, and recommended action items — delivered to Slack and ready to walk into 1:1s with.
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Weekly Sales Manager Digest
Best for
Sales Manager, RevOps, CRO / Leadership
Weekly Sales Manager Digest
An interactive weekly digest for sales managers — per-rep activity, coverage, deal themes, risks, and recommended action items — delivered to Slack and ready to walk into 1:1s with.
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CEO Mode: Deals at Risk
Best for
CEO, CRO/Leadership, Sales Manager, RevOps
CEO Mode: Deals at Risk
A leadership-grade view of pipeline health — deals at risk, why they're at risk, and the priority interventions to make this week — so leadership can act on the few things that actually move the number.
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Featured
CEO Mode: Deals at Risk
Best for
CEO, CRO/Leadership, Sales Manager, RevOps
CEO Mode: Deals at Risk
A leadership-grade view of pipeline health — deals at risk, why they're at risk, and the priority interventions to make this week — so leadership can act on the few things that actually move the number.
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Featured
Monthly Closed-Lost Learnings Report
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership, Product Marketing,
Monthly Closed-Lost Learnings Report
Rox analyzes your closed-lost deals for recurring patterns — objections, stall stages, competitor losses — and turns them into coaching insights the whole team can learn from.
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Monthly Closed-Lost Learnings Report
Best for
Account Executive, Sales Manager, RevOps, CRO / Leadership, Product Marketing,
Monthly Closed-Lost Learnings Report
Rox analyzes your closed-lost deals for recurring patterns — objections, stall stages, competitor losses — and turns them into coaching insights the whole team can learn from.
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Featured
Churn Risk Monitor
Best for
Account Executive, Customer Success, Sales Manager, CRO / Leadership
Churn Risk Monitor
Weekly check on your at-risk accounts — with churn analysis, contributing signals, and specific retention recommendations per account.
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Churn Risk Monitor
Best for
Account Executive, Customer Success, Sales Manager, CRO / Leadership
Churn Risk Monitor
Weekly check on your at-risk accounts — with churn analysis, contributing signals, and specific retention recommendations per account.
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Cross-Sell Opportunity Intelligence
Best for
Customer Success, Account Executive, RevOps, Sales Manager, Product Marketing
Cross-Sell Opportunity Intelligence
Rox identifies viable cross-sell opportunities across your installed base, dedupes against existing pipeline, researches each, and delivers an intelligence canvas ranked by confidence.
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Cross-Sell Opportunity Intelligence
Best for
Customer Success, Account Executive, RevOps, Sales Manager, Product Marketing
Cross-Sell Opportunity Intelligence
Rox identifies viable cross-sell opportunities across your installed base, dedupes against existing pipeline, researches each, and delivers an intelligence canvas ranked by confidence.
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Weekly Customer Voice Report
Best for
Customer Success, Product, Product Marketing, CRO / Leadership, Account Management
Weekly Customer Voice Report
A weekly VOC digest across your strategic accounts — wins, product asks, next steps, and notable quotes and themes — so CS and product stay in lockstep with what customers are actually saying.
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Weekly Customer Voice Report
Best for
Customer Success, Product, Product Marketing, CRO / Leadership, Account Management
Weekly Customer Voice Report
A weekly VOC digest across your strategic accounts — wins, product asks, next steps, and notable quotes and themes — so CS and product stay in lockstep with what customers are actually saying.
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Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.
Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.
Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.