Practical AI agent & Clay workflows for revenue teams
Playbooks that make money, save time, or improve efficiency. No hype. Just workflows built on real tools: Clay, HubSpot, Salesforce, Apollo, and more.
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- Playbooks
- 48
- Categories
- 6
- Tools covered
- 44
Built on tools you already use
- Clay
- HubSpot
- Salesforce
- Apollo
- Smartlead
- Zapier
- Make
- Gong
- OpenAI
- Stripe
The directory
Find a playbook for your team
Each playbook lists the problem it solves, the tools involved, numbered steps, and a template outline you can copy.
Showing 48 of 48 playbooks
- InboundIntermediate
Enrich Inbound Leads with Apollo and Clay Waterfalls
Marketing passes incomplete lead data to sales, forcing reps to research the basics by hand before every first touch.
ClayApolloHubSpotEstimate: 12 hrs/week - OutboundAdvanced
Auto-Prospect Companies After Funding Announcements
Sales teams miss narrow timing windows when companies raise capital and need new vendors.
ClayClaygentApollo+1Estimate: 8 hrs/week - RevOpsBeginner
Sync Salesforce Pipeline to Google Sheets Dashboard
Executives ask for pipeline reports in spreadsheets, but pulling data manually creates version control chaos.
ZapierSalesforceGoogle SheetsEstimate: 4 hrs/week - RevOpsIntermediate
Route Gong Feature Requests to Product Board
Customer feature requests mentioned in sales calls never make it to product teams.
GongZapierSlack+1Estimate: 3 hrs/week - OutboundIntermediate
Personalize Outbound at Scale Using LinkedIn Data
Generic cold emails get few replies, and reps cannot manually research every prospect on a high-volume list.
ClayClaygentInstantlyEstimate: 10 hrs/week - Finance/FP&ABeginner
Automate Stripe Revenue Recognition in QuickBooks
Finance teams manually export Stripe transactions and re-key them into QuickBooks weekly, risking errors.
ZapierStripeQuickBooksEstimate: 6 hrs/week - ResearchAdvanced
Analyze Lost Deals with Claygent and OpenAI
Lost deal reasons in CRM are vague ("pricing", "timing"). Reps rarely document specifics.
ClayHubSpotOpenAI API+1Estimate: 5 hrs/week - InboundIntermediate
Qualify Inbound Leads with AI Before Routing
SDRs lose a meaningful share of their day to unqualified inbound leads (students, competitors, wrong market).
ClayOpenAI APIHubSpotEstimate: 9 hrs/week - ResearchBeginner
Monitor Competitor Hiring to Spot Market Moves
Competitor intelligence is reactive. You learn about their new product after launch, not during the build.
ClayClaygentSlackEstimate: 2 hrs/week - ContentBeginner
Rotate LinkedIn Engagement Pods for Founder Accounts
Founder posts on LinkedIn need early engagement but manually coordinating a pod is tedious.
Google SheetsZapierSlackEstimate: 2 hrs/week - OutboundBeginner
Track Warm Intro Requests Across Your Network
AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks.
Google SheetsZapierGmailEstimate: 3 hrs/week - ContentIntermediate
Automatically Update Case Study Metrics from CRM
Case studies quote metrics that were accurate when published and drift out of date. Marketing has no system to refresh them.
HubSpotGoogle DocsZapierEstimate: 2 hrs/week - Finance/FP&AIntermediate
Parse Receipt Emails and Auto-Create Expense Reports
Employees manually forward receipts to finance. Someone re-keys them into expense software.
ZapierGmailGoogle Sheets+1Estimate: 5 hrs/week - OutboundAdvanced
Sync Apollo Saved Searches to Instantly Campaigns
Sales ops manually exports Apollo lists and imports them to Instantly weekly, delaying campaign launches.
ApolloInstantlyMakeEstimate: 4 hrs/week - OutboundBeginner
Enrich Event Attendee Lists for Post-Event Follow-Up
Event badge scans give you name and company, but no job title, email, or tech stack for targeting.
ClayApolloHubSpotEstimate: 6 hrs/week - ContentBeginner
Build Blog Performance Dashboard from Google Analytics
Marketing pulls blog traffic reports out of GA4 by hand each month, so trends are hard to compare over time.
Google Analytics 4ZapierGoogle SheetsEstimate: 3 hrs/week - ResearchIntermediate
Analyze Firmographics of Closed-Won Deals to Refine ICP
Your ICP doc was written years ago, and the company profile it describes may no longer match the deals you actually win.
ClayHubSpotClearbitEstimate: 4 hrs/week - Finance/FP&AIntermediate
Auto-Generate Monthly Revenue Forecast from Pipeline
Finance builds revenue forecasts by hand, applying historical close rates to current pipeline. It eats hours every month.
SalesforceGoogle SheetsZapierEstimate: 4 hrs/week - InboundBeginner
Monitor Website Intent Signals and Alert Sales
High-value accounts visit your pricing page repeatedly, but sales never finds out.
HubSpotZapierSlackEstimate: 5 hrs/week - RevOpsBeginner
Track Multi-Channel Campaigns in One Unified Dashboard
Marketing runs email, LinkedIn ads, and webinars, but attribution lives in a different tool for each channel.
HubSpotGoogle SheetsZapierEstimate: 3 hrs/week - ResearchIntermediate
Use Claygent to Research Target Account Tech Stacks
Sales needs to know if prospects use competing tools before the first call, but researching each account by hand is slow.
ClayClaygentBuiltWithEstimate: 7 hrs/week - Finance/FP&ABeginner
Send Automated Invoice Payment Reminders
AR team manually checks which invoices are overdue and sends canned reminder emails. Pure busywork.
QuickBooksZapierGmailEstimate: 4 hrs/week - OutboundAdvanced
Scrape G2 and Capterra Reviews for Competitor Leads
People leaving negative reviews on competitor G2 pages are in-market buyers, but finding them manually is slow.
ClayClaygentApollo+1Estimate: 6 hrs/week - RevOpsBeginner
Post Real-Time Deal Alerts to Slack by Stage
Leadership wants to celebrate wins and coach deals in real time, but they live in Slack, not the CRM.
HubSpotZapierSlackEstimate: 2 hrs/week - ContentIntermediate
Generate Blog Post Ideas from Customer Questions
Support tickets are full of recurring customer questions that would make great blog content, but no one mines them.
ZendeskOpenAI APIGoogle Sheets+1Estimate: 3 hrs/week - RevOpsAdvanced
Prevent Duplicate Contacts Across HubSpot and Salesforce
Marketing creates contacts in HubSpot while sales creates them in Salesforce, leading to duplicates and broken reporting.
HubSpotSalesforceZapierEstimate: 5 hrs/week - Finance/FP&AAdvanced
Auto-Populate Quarterly Board Deck Metrics
Finance spends hours before each board meeting copying metrics from several systems into the board deck.
Google SlidesHubSpotStripe+2Estimate: 2 hrs/week - OutboundIntermediate
Get Alerted When Key Contacts Change Jobs
Your champion at a customer changes jobs. By the time you notice, they have already bought a competitor.
ClayHubSpotLinkedIn+1Estimate: 3 hrs/week - OutboundAdvanced
Turn Anonymous Website Visitors into Outbound Sequences
Marketing and sales cannot tell which ICP companies hit pricing, docs, or blog pages, so high-intent traffic dies without a follow-up.
RB2B or VectorClayHubSpot or Salesforce+1Estimate: 6 hrs/week - RevOpsAdvanced
Score Churn Risk from Support Tickets with an LLM
CS and RevOps find churn late because ticket themes stay buried in Zendesk/Intercom while CRM health scores ignore qualitative signal.
Zendesk or Intercomn8n or MakeClaude or OpenAI API+2Estimate: 5 hrs/week - OutboundIntermediate
Outbound When ICP Companies Hire AEs or SDRs
Competitors and category peers hiring sellers is a timing signal that budgets and territory plans are expanding, but most teams notice weeks late.
ClayApify or job-board sourceHubSpot or Salesforce+1Estimate: 5 hrs/week - OutboundIntermediate
Reactivate Closed-Lost Deals When Fresh Intent Appears
Closed-lost accounts sit untouched while they later raise, hire, or install related tools, and AEs rediscover them too late.
ClayHubSpot or SalesforceApollo+1Estimate: 6 hrs/week - InboundIntermediate
Turn LinkedIn Ad Engagers into Sequenced Outbound
People who like, comment, or click LinkedIn ads are warm, but the engagers never make it into CRM or a sequence unless someone exports by hand.
LinkedIn AdsClayApollo+2Estimate: 5 hrs/week - RevOpsIntermediate
Alert AMs Before Renewal When Product Usage Drops
Account managers learn about churn risk at renewal time because usage and support signals are never joined to contract end dates.
Stripe or billing systemAmplitude, Mixpanel, or SegmentHubSpot or Salesforce+2Estimate: 4 hrs/week - RevOpsIntermediate
Build a Clay Waterfall to Find Verified Work Emails
A single data provider misses many contacts, so reps either work incomplete lists or pay for several tools and copy results between them by hand.
ClayApolloHunter or Prospeo+2Estimate: 4 hrs/week - OutboundIntermediate
Turn Buyer Intent Signals into Outbound Sequences
Intent data shows which accounts are researching your category, but it sits in a dashboard nobody checks daily, so the signal is stale before a rep acts on it.
ClayG2 Buyer Intent or BomboraApollo+2Estimate: 5 hrs/week - RevOpsIntermediate
Keep CRM Data Clean with an AI Hygiene Agent
CRM records decay as people change jobs and reps type titles and industries in different formats, so segmentation, routing, and reporting quietly break.
ClayClaygentHubSpot or Salesforce+2Estimate: 4 hrs/week - InboundIntermediate
Automate Inbound Lead Routing with Enrichment and Fit Scoring
Inbound leads wait in a shared queue or get assigned round-robin regardless of fit, so the best leads reach a rep late and poor-fit leads take up AE time.
ClayHubSpot or SalesforceApollo+2Estimate: 4 hrs/week - OutboundIntermediate
Track Champion Job Changes to Open New Accounts
Former champions who move to a new company are some of the warmest prospects you have, but most teams notice the move months later, after the new team has picked its tools.
ClayHubSpot or SalesforceApollo+2Estimate: 3 hrs/week - InboundIntermediate
Route Product-Qualified Leads from Sign-Ups to Sales
Self-serve sign-ups pile up in the product, and sales either ignores them or chases every free account, so the few sign-ups from ICP companies who are actually using the product wait for a rep.
ClaySegment, Amplitude, or MixpanelHubSpot or Salesforce+2Estimate: 4 hrs/week - InboundIntermediate
Rebook Demo No-Shows with a Short Personalized Sequence
Booked demos that end as no-shows usually get one "sorry we missed you" email or nothing at all, so meetings the team already worked to create quietly drop out of the pipeline.
Calendly or Chili PiperHubSpot or SalesforceClay+2Estimate: 2 hrs/week - OutboundAdvanced
Launch Outbound When Target Accounts Add or Drop a Competitor
When a target account drops a competitor or adds a tool that pairs with yours, there is a short window to start a conversation, but static tech stack lists only show what is installed today, not what changed.
ClayBuiltWith or HG InsightsHubSpot or Salesforce+2Estimate: 3 hrs/week - RevOpsIntermediate
Keep Clay Credit Spend Predictable on Enrichment Tables
Clay tables that enrich every row, re-run on every edit, and call providers in no particular order burn through credits faster than planned, and the overspend usually shows up only when the monthly balance runs low.
ClayClaygentHubSpot or SalesforceEstimate: 2 hrs/week - ResearchIntermediate
Send Reps a Researched Account Brief Before Every Meeting
Reps walk into first calls after a quick scan of LinkedIn and the CRM, or skip prep entirely when the calendar is full, so they miss recent company news, past conversations, and open deal context the team already has.
Calendly or Chili PiperZapier or MakeClay+3Estimate: 3 hrs/week - OutboundAdvanced
Find Lookalike Accounts from Your Closed-Won Customers
Outbound lists are usually built from broad filters, while the best predictor of who will buy, the customers you already closed, sits in the CRM unused, so reps spend sequences on accounts that look nothing like your wins.
HubSpot or SalesforceClayClaygent+1Estimate: 4 hrs/week - InboundAdvanced
Answer Demo Requests Within Minutes, Even After Hours
Demo requests that come in at night or over the weekend wait until a rep logs on, so the buyer who was ready to talk on Friday evening gets a first reply on Monday, often after they have booked with someone else.
HubSpot or SalesforceClayOpenAI API+3Estimate: 3 hrs/week - RevOpsAdvanced
Run CRM-Writing AI Agents in Dry-Run Mode with Bulk Approvals
An AI agent that writes straight to Salesforce or HubSpot can change thousands of records before anyone notices a bad rule, and each change can trigger syncs, workflows, and sequences that are hard to trace and harder to reverse.
HubSpot or SalesforceClayGoogle Sheets+1Estimate: 2 hrs/week - OutboundAdvanced
Build Prospect Lists from Plain-English Requests in Slack
Reps and marketers wait days for RevOps to build a prospect list, or pull their own from Apollo with inconsistent filters, no CRM dedupe, and no check on how many credits the pull will burn.
SlackZapier or MakeOpenAI API+4Estimate: 4 hrs/week
Browse by team
Six categories, one for each part of the revenue engine
Outbound
Prospecting, enrichment, and sequencing workflows for reaching net-new accounts.
15 playbooksInbound
Enrich, qualify, and route the leads and buying signals that come to you.
8 playbooksRevOps
CRM syncs, deduplication, alerts, and reporting that keep pipeline data accurate.
11 playbooksFinance/FP&A
Invoicing, revenue, expense, and forecasting workflows for finance teams.
5 playbooksContent
Turn CRM, analytics, and support data into marketing content and distribution.
4 playbooksResearch
Account, market, and competitor research run with Clay, Claygent, and LLM APIs.
5 playbooksNeed help implementing a playbook?
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