Turn demo requests into held demos — and trials into paying subscribers. These are the 7 workflows that arrive already wired together when you pick B2B SaaS / Software at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment a demo request or product inquiry comes in: add them to the pipeline, text instantly, and let the AI qualify the evaluation and work them to a booked Product Demo.
See the walk-through →Fires when an appointment is booked.
Confirms a booked demo by email + text, then a business-hours reminder to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed demo with a fast re-book push, then graduates to nurture if they don't come back.
See the walk-through →Fires when a deal goes quiet.
Re-engages an evaluation that's gone quiet with a fresh angle, then hands engaged deals back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost lead after 30 days with what's genuinely new; hands re-engaged leads back to the AI, graduates the rest to nurture.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure education for leads who aren't ready yet — genuinely useful buying guidance with a soft demo offer along the way.
See the walk-through →Fires when a contact opens an email.
Flags a hot lead who's re-opening emails so a rep (or the AI) can reach out while interest is warm.
See the walk-through →You don't import this. Pick B2B SaaS / Software at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Pick B2B SaaS / Software at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
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