01
Workflow step
Meeting happens
Transcript arrives, stakeholders are identified, buying signals are extracted, and the account graph gets updated.
Overview
Replace the manual work between systems before you replace the systems themselves.
This platform is designed to collapse silos across sales, product, marketing, success, and engineering by building one shared work graph on top of CRM, meetings, chat, docs, repos, and launch data.
Multitenant by defaultRBAC + ABAC authorizationMobile-friendly review workflows
Automatic discovery
- Release event detected -> content refresh, enablement update, interested-account outreach
- Positive customer call -> reference nomination, quote capture, advocacy review
- Buying signal in meeting -> create or update opportunity with next steps and stage confidence
- Repeated product ask -> deduplicate feature request, attach revenue impact, draft PM brief
What I Can Do For You
A visible system of action from meeting to revenue to launch
This should feel like one orchestrated operating flow: understand the customer, update the business, create the work, ship the outcome, and prove the impact.
02
Workflow step
Update opportunity
Pipeline stage, next steps, forecast confidence, and follow-up drafts are prepared automatically.
03
Workflow step
Open feature request
Customer demand is clustered into a PFR with the exact why, account evidence, and revenue context attached.
04
Workflow step
Build the request
Engineering planning, draft specs, GitHub issues, and eventually staged PRs can be coordinated from the same workflow.
05
Workflow step
Win the opportunity
The platform tracks the deal outcome, launches customer onboarding work, and captures proof points for expansion.
06
Workflow step
Request a reference
Positive outcomes trigger advocacy review, quote capture, and reference nomination with approval guardrails.
07
Workflow step
Launch happens
New releases automatically create the standard asset bill of materials for sales, product marketing, and demand gen.
08
Workflow step
Generate assets
Overview deck, deep dive deck, ROI/TCO calculator, video, docs, campaign briefs, and enablement content get queued.
09
Workflow step
Track campaign results
The system connects launch outreach, pipeline influence, beta uptake, and customer response back to business outcomes.
Connected systems
12
Salesforce, Slack, Zoom, GitHub, Adobe, Jira
Suggested workflows
38
Discovered automatically from current signals
Hours returned / week
146
Across revenue, product, and marketing ops
Approvals pending
7
Only medium and high-risk actions require review
Workflow Packs
Prebuilt automations with enterprise-safe defaults
Customers should mostly connect systems and choose how autonomous the platform should be. The heavy lifting happens in curated workflow packs.
Launch Sync
Product + Marketing + Sales
When a feature ships, the platform finds stale collateral, identifies interested accounts, and prepares the right follow-up work.
Updates content, alerts account teams, drafts launch messaging
Pipeline Autopilot
Sales + Success
Buying intent, timeline, budget, and stakeholder changes become opportunity updates with approval-aware stage changes.
Creates and updates opportunities from meeting signals
Voice of Customer
Product + Engineering
Transcripts, Slack threads, and support notes are clustered into feature demand with revenue and account context attached.
Deduplicates requests and drafts PRDs
Advocacy Engine
Marketing + Success
Positive call sentiment and measurable outcomes become reference candidates with legal-safe approval routing.
Nominates references and approved quotes
Team Views
One underlying graph, tailored views for every team
Sales
Keep pipeline current without manual hygiene work.
Opportunity creation from signalsStakeholder changesFollow-up draftsExpansion triggers
Product
Turn customer demand into prioritized execution.
Deduped feature requestsRevenue impactRoadmap interestPRD generation
Marketing
Refresh content and activate proof points automatically.
Launch content gapsReference candidatesPersona messagingCampaign briefs
Customer Success
Resolve commitments and surface health changes early.
Renewal riskAdoption follow-upsBeta-fit accountsCommitment tracking
Approval Center
Only the right people can see and approve the right work
Create draft PR in customer GitHub repo
HighExternal code action in an allowlisted repository
Approver: Customer engineering owner
Notify 22 accounts about beta availability
MediumOutbound customer communication tied to roadmap interest
Approver: Product marketing lead
Promote Acme as a reference candidate
MediumRequires advocacy and legal review
Approver: Customer success director
Control Tower
Governed agent runs with clear ownership
Revenue strategist
Updating Acme opportunity after April 13 call and drafting follow-up email
Owner: Enterprise AE
Product manager
Clustering 14 transcript mentions into a packaging analytics feature request
Owner: Group PM
Launch marketer
Preparing refreshed deck copy for the new forecasting release
Owner: Product Marketing
Signal Feed
Automatic workflow suggestions from live business events
Positive outcome language detected in post-launch call
Zoom transcript + CRM notes
Suggested reference nomination and quote capture workflow
Three accounts requested role-based launch reporting
Meetings + Slack channel + support tickets
Created a unified feature demand cluster and PM brief
New release note published for forecasting workspace
Product release feed
Triggered content refresh, sales enablement, and beta interest notifications