Productivity

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.

Productivity Features

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
Automation Workflows
Active playbooks running automatically
4
Active
Trigger
Credit Usage > 80%
Active
Action
Send Alert Email

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
AI Teammates
Intelligent agents at work
3
Agents
Q
QBR Agent
Pulling QBR data for Acme Corp. Usage up 40% this quarter - found expansion opportunities.
✅ QBR ready! 3 upsell opportunities worth $50K. Sending to calendar.
All agents online
Ready for tasks

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
Closed-Loop Actions
Writing back to your systems
3
Systems
Trigger
Credit Usage Alert
📊
CRM
Update Account Status
💬
Slack
Post Alert to #alerts
📈
Analytics
Log Event
All Systems Updated
Data synchronized across platforms

Ready to boost your team's productivity?

Discover how automation can transform your revenue operations and free your team to focus on growth.