Explore Victoria AI workflow templates focused on sales and marketing to let your sales and marketing team get back to driving revenue.
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).
Pull and analyze deals and calendar events for an AE, and DM a briefing via Slack.
Copy and edit this workflowAnalyze deals from the CRM and deliver a detailed report on stages and forecasting.
Copy and edit this workflowKnow where every deal stands in your pipeline and get the sales figures you need just by chatting with Victoria.
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.
Search the CRM for missed communication hourly and send a detailed reminder in Slack.
Copy and edit this workflowPull custom reports from GA4 with a simple chat to Victoria.
Copy and edit this workflowNo 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.