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Workflow Library

Workflow Templates

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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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

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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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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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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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.

Show details

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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.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

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.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

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.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103