Workflow Templates
AI-ETL Pre-defined Templates
These AI-powered templates pull business insights from your datasets that used to take days or months in just minutes. Each workflow is pre-built and ready to deploy, delivering immediate value to your business operations.
Product Management Templates
Turn every customer conversation, support ticket, and usage pattern into product decisions that customers actually want. Build features that matter, not features that sound good in meetings.
Automatic Feature Prioritization
Automatically prioritize features based on customer feedback and business impact.
Feature Insight Merge & Ranking
Merges and cleans feedback across sources, generates feature-level insights, and prioritizes by ARR impact and frequency.
Feature Validation Evidence
Captures verbatim customer validation of product features solving real problems, including confidence and outcome.
Workaround & Manual Process Detection
Extracts quotes describing workarounds or manual processes due to missing product capabilities, tagged by risk.
Job-to-be-Done (JTBD) Statements
Identifies real customer jobs, desired outcomes, frictions, and current solutions in their own words.
Customer Workload Burden Estimation
Detects when customers report manual tasks due to missing features, with affected roles and effort costs.
Product Usage Behavior Analytics
Analyze user behavior patterns to identify feature adoption, usage trends, and optimization opportunities.
User Adoption Journey Mapping
Analyzes user onboarding and feature adoption patterns to identify friction points and optimize user experience.
Product-Market Fit Signal Aggregation
Evaluates customer satisfaction, retention metrics, and usage patterns to measure product-market fit strength.
Root Cause Pattern Mining
Clusters and analyzes recurring customer complaints to surface likely systemic product or support issues.
Product Marketing Templates
Stop guessing what resonates with your market—know exactly what language converts and which messages fall flat. Transform competitive intelligence, customer interviews, and campaign data into messaging that sells itself.
Language-Product Fit Signals
Finds organic customer language that matches product positioning or value framing, scored by fit quality.
Organic Customer Pain Discovery
Finds real customer problems from Reddit discussions by looking for urgent, important, and market-ready pain points that people are actively trying to solve.
Competitive Intelligence Snapshot
Automatically track and analyze competitor activities, pricing, and feature updates to maintain competitive advantage.
Message-Market Resonance Analysis
Tests how well messaging performs across segments based on sentiment, engagement, and misalignment signals.
Customer Segmentation Clustering
Identify distinct customer segments based on behavior, demographics, and preferences.
Brand Sentiment Monitoring
Monitor brand perception across social media, reviews, and news to track reputation trends.
Market Trend Intelligence
Analyze industry trends, emerging technologies, and market shifts to inform strategy.
Customer Success Templates
Predict which customers will churn before they know it themselves, and identify expansion opportunities hiding in plain sight. Transform scattered customer data into retention strategies that actually work.
Extract Customer Needs
Identifies explicit and implied customer needs from conversations, with confidence scores and reasoning.
Impact-Oriented Feedback
Captures measurable business outcomes (time saved, revenue impact) directly tied to product use.
Retention / Churn Risk Detection
Flags churn or retention risks (e.g., unused features, competing tools) with customer quotes and timeline indicators.
Customer Journey Mapping
Map customer touchpoints and identify friction points across the entire customer lifecycle.
QBR Impact Package
Compiles comprehensive business impact metrics and success stories for quarterly business reviews with key customers.
Customer Health Snapshot
Evaluates overall customer relationship health and identifies risks or opportunities for quarterly business reviews.
Customer Service Templates
Turn every support interaction into intelligence that prevents the next thousand tickets. Spot patterns before they become problems, and transform your support team from reactive firefighters into proactive customer champions.
Support Request Extraction
Identifies support-related asks (setup, access, bug follow-up), urgency, and status from conversation logs.
Bug Report Extraction
Captures customer-reported bugs including expected vs. actual behavior, reproducibility, and severity.
Escalation Risk Detection
Flags signs of frustration, urgency, or escalation threats from customer communications.
Conversation Log Analysis
Transforms overwhelming conversation logs into organized summaries that highlight key points and decisions.
Customer Support Issue Clustering
Groups similar support issues and requests into thematic clusters using semantic analysis.
Quality Assurance Review
Systematically evaluates customer interactions to ensure service quality standards and identify coaching opportunities.
Revenue Operations Templates
Transform scattered sales conversations, CRM entries, and marketing touchpoints into unified revenue intelligence. Stop chasing deals in the dark—see exactly what's working, what's broken, and where your next breakthrough is hiding.
Expansion Signal Extraction
Finds customer statements suggesting expansion (new teams, integrations, etc.) and categorizes urgency and drivers.
Interest & Objection Mapping
Extracts quotes showing interest in specific product areas and flags objections with sentiment and resolution context.
Call Outcome & Action Summary
Summarizes outcomes and next steps from sales calls with direct quotes and structured summaries.
Internal Misalignment Detection
Flags rep statements that misalign with product reality (overpromises, inaccuracies), tagged by risk level.
Buying Stage Inference
Detects the customer's buying stage from conversation context, with confidence scoring.
Champion / Blocker Detection
Identifies champions or blockers from conversations based on influence signals and engagement level.
Deal Decision Factor Mapping
Captures explicit buying criteria (e.g., price, support) along with sentiment and impact on the decision.
Sales Risk Scoring
Assigns an overall deal risk score with rationale, sentiment score, key moments, and hidden opportunities.
Objection Library Builder
Builds a database of objections and effective responses organized by frequency, segment, and resolution.
Sales Behavior Benchmarking
Analyze sales data to identify top performers, successful strategies, and areas for improvement.
Executive Leadership Templates
Cut through the noise and get the business intelligence that actually matters for strategic decisions. No more waiting for reports—see the patterns, risks, and opportunities across your entire operation in real-time.
Strategic Alignment Insights
Surfaces long-term alignment between customer strategy and product capability (e.g., automation, AI).
Goal-Oriented Prioritization
Aggregates customer needs confirmed during sales and tags them as supported or not for prioritization.
Market Opportunity Assessment
Evaluate new market opportunities by analyzing customer demand, competition, and market size.
Strategic Risk Detection
Identifies and evaluates potential strategic risks across market, operational, and competitive dimensions for executive planning.
Product Roadmap Alignment
Align product development priorities with customer feedback and market trends.
Expansion Forecast Snapshot
Compiles forward-looking expansion signals from CS and sales into a predictive dashboard.
Data Infrastructure Templates
Ensure your data pipelines and AI models maintain quality and reliability at scale. Catch schema drift, data staleness, and processing anomalies before they impact downstream systems or customer-facing insights.
Schema Drift Detection
Detects structural changes in input data formats (e.g., new or missing fields in Gong/Support CSVs).
Data Freshness Monitoring
Alerts when upstream data sources have not refreshed within expected timeframes.
Pipeline Step Quality Check
Analyzes output of pipeline steps (e.g., AI clustering, summarization) for anomalies or regressions.
Finance/Legal Templates
Transform contract negotiations, pricing discussions, and compliance signals into actionable insights. Identify revenue leaks, track objection patterns, and flag legal risks before they become costly problems.
Revenue Leak Detection
Extracts statements about unbilled usage, license waste, or feature gaps causing friction.
Pricing Objection Tracking
Finds and categorizes objections around pricing, packaging, or perceived value gaps.
Contract Risk Phrase Detection
Flags risky or nonstandard clauses in negotiation or customer language (e.g., support SLAs, data terms).
Policy Non-Compliance Signals
Extracts phrases indicating terms violations or edge-case usage (e.g., misuse, PII handling).
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