Automation that works inside your team — and out.
We build two kinds of automations: internal workflows that save your team hours every week, and external workflows that keep your pipeline full without manual effort.
Internal Automations
Workflows that run inside your ops stack — automating the manual work your team does inside HubSpot, Slack, Google Sheets, and your other daily tools.
Lead Scoring & Qualification
Automatically score and rank leads the moment they enter your CRM — no manual grading needed.
- Score leads based on CRM signals, email activity, and deal stage
- Auto-tag leads as hot, warm, or cold
- Trigger rep alerts when a lead score crosses a threshold
- Re-score on every meaningful activity update
Call & Meeting Intelligence
Extract structured data from every sales call — action items, objections, and CRM updates — automatically.
- Pull transcripts from Sybill or Fireflies post-call
- AI extracts key topics, next steps, and deal signals
- CRM fields updated without rep input
- Slack summary sent to AE and manager
CRM Automation & Hygiene
Keep your CRM clean and current without anyone doing manual data entry.
- Auto-populate fields from emails, calls, and enrichment tools
- Deduplicate contacts and companies on a schedule
- Enrich records with firmographic data from Clay
- Log all email and call activity automatically
Campaign & Lifecycle Automation
Trigger the right campaign at the right time — based on what contacts actually do, not just who they are.
- Lifecycle stage transitions based on CRM behavior
- Campaign enrollment triggers from deal and contact signals
- UTM tracking and attribution data synced to CRM
- Lead handoff notifications to sales on qualification
Pipeline & Revenue Reporting
Automated pipeline health reports and KPI dashboards — delivered to Slack, no spreadsheet maintenance needed.
- Weekly pipeline summaries sent to Slack or email
- Deal stage change alerts and handoff workflows
- KPI dashboards fed by live CRM data
- Spreadsheet reports that auto-refresh from HubSpot
Compliance & Risk Screening
Run adverse media and compliance checks on every new lead or deal — automatically, in the background.
- Adverse media search triggered on deal creation
- AI-summarized risk flags surfaced in CRM
- Slack alert if risk threshold is breached
- Full audit trail logged per record
External Automations
Workflows that reach out to the world — generating leads, sending personalized emails, and distributing content while your team focuses on higher-value work.
Automated Prospecting & Enrichment
Build a constantly refreshed lead list — sourced, enriched, and loaded into your CRM without manual work.
- Define your ICP once; Clay finds matching companies and contacts
- Enrich leads with emails, LinkedIn, tech stack, and firmographics
- Auto-upload enriched leads to HubSpot
- Dedup against existing contacts before import
Personalized Outreach Emails
AI-written outreach that reads like it was crafted by a rep — based on real prospect research.
- Personalization fields pulled from CRM and enrichment data
- GPT-4o writes a tailored first line per prospect
- Sequences enrolled automatically on lead qualification
- Follow-up tasks created in CRM if no reply after N days
Periodic Marketing Emails
Scheduled newsletters and nurture emails drafted, reviewed, and sent — without manual copy-and-paste each cycle.
- Weekly or monthly send cadence on autopilot
- AI drafts based on your content or recent blog posts
- Segment-aware sends based on lifecycle stage
- Performance stats fed back to CRM for attribution
Content Distribution
Publish once and let automations handle the rest — cross-posting, social, and audience notifications.
- New blog post triggers LinkedIn and Twitter/X posts
- Newsletter segment notified automatically on publish
- Social copy written by AI from post summary
- Slack alert to team when content goes live
How we work with you
Automation Audit
1-week engagementWe map your workflows, identify automation opportunities, and deliver a prioritized build plan.
Build & Deploy
Custom timelineWe design, build, test, and deploy your automation ecosystem. Handover with documentation.
Ongoing Retainer
MonthlyWe maintain existing automations, iterate, and add new ones as your ops evolve.
Ready to stop doing things manually?
Book a free 30-minute consultation. We'll audit one of your workflows on the call.