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.
- Playbooks
- 31
- Categories
- 6
- Tools covered
- 30
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 31 of 31 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
Browse by team
Six categories, one for each part of the revenue engine
Outbound
Prospecting, enrichment, and sequencing workflows for reaching net-new accounts.
9 playbooksInbound
Enrich, qualify, and route the leads and buying signals that come to you.
3 playbooksRevOps
CRM syncs, deduplication, alerts, and reporting that keep pipeline data accurate.
6 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.
4 playbooksNeed help implementing a playbook?
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