Workspace

Workflow discovery and execution

Prebuilt workflow packs should do most of the setup work for customers. Users can also request new flows in plain language, have AI draft the workflow immediately, and merge duplicate demand into roadmap-ready feature requests.

SSO + SCIM readyTenant-safe routing
Signals ingesting
Agents reasoning
Actions queued

Request A Workflow

Describe the flow you want and let the system draft it

Users can describe a workflow in plain language. The platform drafts the workflow details immediately, opens a linked feature request, and merges duplicate demand so roadmap planning stays grounded in real customer need.

Requested Flows

Post-meeting beta follow-up orchestration

Merged

The workflow centers on meeting follow-up, beta routing, and product demand capture after feature-interest calls.

Merged because multiple customers described the same post-meeting operating need with overlapping beta and opportunity actions.

Requested by: Alex MorganCustomer: Acme ManufacturingDuplicates: 3Match confidence: 88%

Executive deck prep from forecast review

Submitted

The draft packages meeting summaries, storyline generation, and asset coordination into one executive-readout workflow.

Kept separate because the core outcome is executive content creation rather than product follow-up or beta management.

Requested by: Jamie RiversCustomer: Bayside PowerDuplicates: 2Match confidence: 34%

Roadmap Demand

Role-mapped access for launch reporting3 requests

The platform clustered repeated asks for role-aware reporting from expansion-stage accounts into one product request.

Promoted because multiple transcripts tied the same permission gap to rollout progress and beta demand.

Customers: Acme Manufacturing, Helix Health, Northstar Logistics

Revenue: $1.8M influenced pipeline

Forecast commentary export to board deck2 requests

This demand cluster points to executive-readout automation rather than a narrow export utility.

Grouped because the requests shared the same desired outcome: faster executive-ready forecast storytelling.

Customers: Bayside Power, Crestwell Bio

Revenue: $740K expansion pipeline

Recent Workflow Runs

Transcript to Opportunity

Trigger: Zoom meeting completed

Healthy
Owner: Revenue strategist agentLast run: 6 minutes ago

Launch to Content Refresh

Trigger: Product release event

Healthy
Owner: Launch marketer agentLast run: 42 minutes ago

Voice of Customer to PRD

Trigger: Demand cluster threshold reached

Needs Review
Owner: Product manager agentLast run: 1 hour ago

Advocacy Nomination

Trigger: Positive outcome call detected

Paused
Owner: Customer advocacy agentLast run: Yesterday