Automate Workflows and Boost Team Efficiency
Streamline your revenue operations with intelligent automation. Reduce manual tasks, eliminate errors, and focus on what matters most—growing your business.
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Task Automation
Automate routine tasks like billing, reporting, and customer communications to save hours every week.
Workflow Orchestration
Create complex workflows that coordinate across multiple systems and trigger actions based on business rules.
Intelligent Routing
Route tasks and alerts to the right team members automatically based on expertise and availability.
Powerful Capabilities
Discover the key features that make Productivity the solution your team needs to succeed.
Automated Playbooks
Drag-and-drop builders map triggers to outcomes in minutes.
- Kick off renewal sequences when credits drop below a custom threshold
- Send tailored expansion emails after feature adoption milestones
- Log every step and outcome for audit and optimisation
AI Teammates
Choose from dozens of pre-built and custom agents handling planning, deal work, research, communications, reporting and more.
- Reporting & QBR agent assembles board-ready dashboards and slides on demand
- Deal Inspection & CPQ agent audits usage assumptions and produces ready-to-sign quotes
- Build and train your own agents with custom instructions, skills, connectors and flows within minutes
Closed-Loop Actions
Every workflow writes back to the systems you already use.
- Update CRM fields, finance records, and billing plans instantly
- Post contextual alerts to Slack or email with deep links to the customer record
- Push outcomes into analytics for true activity-to-revenue attribution
Ready to boost your team's productivity?
Discover how automation can transform your revenue operations and free your team to focus on growth.