Focus Exclusively on Revenue-Generating Activity

Explore Victoria AI workflow templates focused on sales and marketing to let your sales and marketing team get back to driving revenue.

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Enrich and reach out to leads immediately

Let AI research your new leads as soon as they fill out the contact form, update your CRM, and ping the rep with a detailed summary and email draft.

Research new leads and scrape their website within seconds

Keep your CRM in sync and reach out with a personalized email

Book more calls and close more deals with immediate, personalized outreach

Automated Inbound Lead Enrichment

Research new leads, add to the CRM, and ping the rep in slack with a summary and draft outreach email.

Weekly Pipeline Status Report

Analyze deals from the CRM and deliver a detailed report on stages and forecasting.

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Analyze and forecast sales in seconds

Know where every deal stands in your pipeline and get the sales figures you need just by chatting with Victoria.

Set it to run daily, hourly, or chat with Victoria to activate any time

Ask for a simply response or an in-depth analysis

Stay on top of your pipeline 24/7

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Never let a lead slip through the cracks again

No matter how busy it gets, it's important to make sure every lead stays in contact at the right time. Schedule this workflow to get proactive reminders to follow up with the leads you're due to follow up with.

Find leads who are due for follow up on a set schedule

Analyze the lead, activity, notes, and contact info

Send a proactive reminder to the rep in Slack with all the details

Client Follow Up Reminder

Search the CRM for missed communication hourly and send a detailed reminder in Slack.

Pull Custom GA4 Reports

Pull custom reports from GA4 with a simple chat to Victoria.

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Chat directly with GA4 & Pull Custom Reports

No more complex dashboards and difficult metric calculations. Just chat with Victoria to pull and analyze GA4 data and get the answers you need in seconds.

Build custom reports with a simple chat

Include dimensions, metrics, timeframes, and custom calculations

Pull reports on the fly or schedule a report to run periodically

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Ready to go from minute one

Clients want to know how their projects are coming along - don't keep them waiting! Just ask Victoria (or schedule it and get a realtime report automatically).

Pre-built AI agents specialized for each workspace tool

Dynamic content for each step in the workflow

Highly flexible workflows activated by a simple chat

Daily Account Executive Briefs

Pull and analyze deals and calendar events for an AE, and DM a briefing via Slack.

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