Wrkflow Library

Generate AI-Powered talking points for sales reps

Get Direct Contact Information for Leads with Automated Lead Enrichment

QuickBooks Online: Bill Creation from Invoice using latest bill

QuickBooks Online: OCR Invoice Scanning for Billing (with Vendor Creation)

Invoice Management: Data Extraction and CSV Export (Basic Details)

Excel: Invoice Data Capture Export to XLSX (Basic Details)

Excel: Invoice Data Capture Export to XLSX (All Details)

Crunchbase + Excel: Retrieve Investor Insights and Export to XLSX

Crunchbase: Retrieve Company's Latest Articles with for Sales Intel

Google Meet: Transcription Summaries sent to Slack

Google Meet: Automated Meeting Notes from Transcriptions

HubSpot Email Validation for Accurate CRM Data

HubSpot Contact List Validator: Bulk Email Validation & Property Creation

Google Meet + HubSpot: Log Recorded Meeting Transcripts in CRM