Automation BoxesReady to Deploy
Pre-packaged automation solutions built for common RevOps, GTM, and customer workflows. Each box is fully customizable to your tools and processes.
Showing 36 automations
Lead Routing & Assignment
Automatically assign leads by territory, industry, score, and availability
KEY FEATURES:
- →Smart assignment by multiple criteria
- →Round-robin and weighted distribution
- →Slack/email notifications to reps
- →Overflow and backup rep handling
WORKS WITH:
Starting at
$2,500
Clay Lead Enrichment Waterfall
Multi-source data enrichment pipeline with Clay's waterfall approach
KEY FEATURES:
- →Waterfall enrichment across 50+ data providers
- →Job title, company data, tech stack discovery
- →Email finding and verification
- →Auto-sync enriched data to CRM
WORKS WITH:
Starting at
$3,200
Meeting Scheduler & Follow-up
Automate meeting booking, reminders, and post-meeting follow-ups
KEY FEATURES:
- →Calendar integration and scheduling
- →Automated reminder sequences
- →Post-meeting tasks creation
- →No-show handling workflows
WORKS WITH:
Starting at
$1,800
Customer Onboarding Sequence
Welcome new customers with automated onboarding tasks and communications
KEY FEATURES:
- →Multi-step onboarding workflows
- →Personalized email sequences
- →Task assignments to CSMs
- →Progress tracking dashboard
WORKS WITH:
Starting at
$3,200
Pipeline Health Dashboard
Real-time visibility into pipeline health, stage velocity, and risks
KEY FEATURES:
- →Live pipeline metrics and alerts
- →Stage conversion tracking
- →At-risk deal identification
- →Weekly digest reports
WORKS WITH:
Starting at
$2,200
Email Engagement Scoring
Track email opens, clicks, and replies to score engagement automatically
KEY FEATURES:
- →Email activity tracking
- →Engagement score calculation
- →Hot lead identification
- →Sales alert triggers
WORKS WITH:
Starting at
$1,500
Sales-to-CS Handoff
Seamlessly transition accounts from sales to customer success teams
KEY FEATURES:
- →Automated handoff workflows
- →Account context transfer
- →Introduction email sequences
- →Kickoff meeting scheduling
WORKS WITH:
Starting at
$2,800
Quote-to-Cash Automation
Streamline quote generation, approval, and payment collection
KEY FEATURES:
- →Auto-generate quotes from CRM
- →Approval workflow routing
- →E-signature integration
- →Payment tracking sync
WORKS WITH:
Starting at
$3,500
Churn Prediction & Alerts
Identify at-risk customers early with behavioral signals and triggers
KEY FEATURES:
- →Usage pattern monitoring
- →Health score calculation
- →Automatic alert routing
- →Intervention playbook triggers
WORKS WITH:
Starting at
$2,900
Revenue Forecasting Dashboard
Predict monthly/quarterly revenue with pipeline-based forecasting
KEY FEATURES:
- →Real-time forecast calculations
- →Probability-weighted pipeline
- →Historical trend analysis
- →What-if scenario modeling
WORKS WITH:
Starting at
$3,800
Customer Feedback Loop
Collect, categorize, and route customer feedback to the right teams
KEY FEATURES:
- →Multi-channel feedback capture
- →Sentiment analysis tagging
- →Auto-routing to product/support
- →Trend reporting dashboard
WORKS WITH:
Starting at
$2,400
Predictive Lead Scoring
Score leads based on firmographics, behavior, and engagement patterns
KEY FEATURES:
- →Multi-factor scoring model
- →Real-time score updates
- →MQL threshold automation
- →Score decay over time
WORKS WITH:
Starting at
$2,600
Sales Task Automation
Auto-create follow-up tasks based on deal stage and activity
KEY FEATURES:
- →Stage-based task creation
- →Activity-triggered reminders
- →Overdue task escalation
- →Task completion tracking
WORKS WITH:
Starting at
$1,600
AI-Powered Lead Scoring
Machine learning model that scores leads based on historical conversion data
KEY FEATURES:
- →ML model trained on your closed-won deals
- →Behavioral + firmographic scoring
- →Continuous model improvement
- →Integration with Clay for enrichment
WORKS WITH:
Starting at
$4,200
Clay Personalization Engine
Generate personalized outreach at scale using Clay's AI research capabilities
KEY FEATURES:
- →Company research automation with Clay
- →AI-generated personalization snippets
- →Multi-channel outreach prep
- →Bulk enrichment and personalization
WORKS WITH:
Starting at
$2,800
AI Sentiment Analysis
Analyze customer communications for sentiment and escalation triggers
KEY FEATURES:
- →Email/chat sentiment scoring
- →Negative sentiment alerts
- →Trend analysis over time
- →Auto-escalation to managers
WORKS WITH:
Starting at
$3,400
Attio Relationship Intelligence
Map relationships and connections in your Attio CRM automatically
KEY FEATURES:
- →Relationship graph building
- →Multi-threaded deal tracking
- →Champion identification
- →Network effect analysis
WORKS WITH:
Starting at
$2,900
Custom ETL Pipeline Builder
Build automated data pipelines from multiple sources into your warehouse
KEY FEATURES:
- →Multi-source data extraction (APIs, databases, files)
- →Custom transformation logic with dbt
- →Incremental loading and deduplication
- →Error handling and data quality checks
WORKS WITH:
Starting at
$4,800
Web Scraping & Data Extraction
Automated scraping of competitor, market, and public data sources
KEY FEATURES:
- →Custom scraping logic for any website
- →JavaScript rendering for dynamic sites
- →Data cleaning and normalization
- →Scheduled runs and change detection
WORKS WITH:
Starting at
$3,400
Customer Data Platform (CDP) Implementation
Unified customer data platform aggregating all touchpoints
KEY FEATURES:
- →Identity resolution across tools
- →Event stream aggregation
- →Customer 360 profile building
- →Segment creation and sync
WORKS WITH:
Starting at
$5,500
Reverse ETL Activation
Push warehouse data back to operational tools for activation
KEY FEATURES:
- →Warehouse to CRM/marketing tool sync
- →Audience segment activation
- →Computed field syncing
- →Real-time or scheduled updates
WORKS WITH:
Starting at
$3,900
Data Quality & Monitoring
Automated data quality checks and anomaly detection
KEY FEATURES:
- →Schema validation and drift detection
- →Null/duplicate/outlier monitoring
- →Data freshness alerts
- →Auto-remediation workflows
WORKS WITH:
Starting at
$2,900
Data Warehouse Architecture
Design and implement scalable data warehouse for analytics
KEY FEATURES:
- →Schema design (star, snowflake, data vault)
- →Data modeling best practices
- →Performance optimization
- →Documentation and governance
WORKS WITH:
Starting at
$6,200
SEO Rank Tracking Automation
Monitor keyword rankings and send alerts for significant changes
KEY FEATURES:
- →Daily rank tracking for target keywords
- →SERP feature monitoring
- →Competitor rank comparison
- →Weekly digest reports to Slack
WORKS WITH:
Starting at
$1,900
AI Content Optimization
Analyze and optimize content for SEO using AI recommendations
KEY FEATURES:
- →On-page SEO analysis
- →AI-powered title/meta suggestions
- →Keyword density optimization
- →Internal linking recommendations
WORKS WITH:
Starting at
$2,700
Backlink Monitoring & Alerts
Track new backlinks, lost links, and competitor link building
KEY FEATURES:
- →New backlink discovery alerts
- →Lost backlink notifications
- →Competitor backlink tracking
- →Link quality scoring
WORKS WITH:
Starting at
$2,100
Multi-Channel Content Distribution
Automatically distribute new content across social, email, and Slack
KEY FEATURES:
- →Auto-post to LinkedIn, Twitter
- →Newsletter list segmentation
- →Team Slack announcements
- →Repurposing workflows
WORKS WITH:
Starting at
$1,800
Competitor Intelligence Tracker
Monitor competitor website changes, pricing, and product updates
KEY FEATURES:
- →Website change detection
- →Pricing page monitoring
- →Product launch alerts
- →Weekly competitor digest
WORKS WITH:
Starting at
$2,500
Buying Signal Detection
Track hiring, funding, tech stack changes, and other buying signals
KEY FEATURES:
- →Job posting monitoring
- →Funding announcement tracking
- →Tech stack change detection via Clay
- →Intent signal aggregation
WORKS WITH:
Starting at
$3,400
AI Account Research Automation
Auto-research target accounts using Clay and AI for account planning
KEY FEATURES:
- →Company background research via Clay
- →News and signal aggregation
- →Competitive landscape mapping
- →Account brief generation with AI
WORKS WITH:
Starting at
$3,200
Market Intelligence Dashboard
Aggregate market trends, news, and insights into a unified dashboard
KEY FEATURES:
- →Industry news aggregation
- →Trend analysis and alerts
- →Competitor move tracking
- →Weekly market briefing generation
WORKS WITH:
Starting at
$2,800
Technographic Data Enrichment
Discover what tech stack your prospects use for better targeting
KEY FEATURES:
- →Tech stack detection via BuiltWith/Wappalyzer
- →CRM enrichment with tech data
- →Competitive intelligence on tools
- →Trigger campaigns based on tech usage
WORKS WITH:
Starting at
$2,700
Job Change Alert System
Track when contacts change jobs for re-engagement opportunities
KEY FEATURES:
- →LinkedIn job change monitoring
- →Automated outreach to new roles
- →Champion tracking across companies
- →Warm intro opportunity alerts
WORKS WITH:
Starting at
$2,400
Buyer Intent Data Aggregation
Aggregate intent signals from multiple sources for prioritization
KEY FEATURES:
- →Website visitor identification
- →Content consumption tracking
- →G2/Capterra review monitoring
- →Intent score calculation and routing
WORKS WITH:
Starting at
$3,600
Data Warehouse Sync
Bi-directional sync between CRM and data warehouse for unified analytics
KEY FEATURES:
- →Automated ETL pipelines
- →Reverse ETL to operational tools
- →Data quality monitoring
- →Custom transformation logic
WORKS WITH:
Starting at
$4,500
n8n Custom Workflow Builder
Complex multi-step automation workflow built in n8n for full control
KEY FEATURES:
- →Self-hosted workflow automation
- →Custom logic and branching
- →API integrations unlimited
- →Code nodes for complex transformations
WORKS WITH:
Starting at
$3,800
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