Workflow Templates

Empower your GTM teams data-driven goals with
ready-to-use AI workflow templates—no coding required

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Add
Marketing
Sales

Add Row Number to CSV File

Add Incremental Row. It helps to easily track and reference specific data points, especially in large datasets. It’s like adding a bookmark so you can quickly jump to the right spot.

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Filter
Marketing

Filter to Right Columns in Large Files

Filtering columns based on conditions is a way to cut through the noise and get straight to the columns that you care about. This is especially helpful when dealing with large datasets with many columns, but the data you care about is in just a few columns. For example focusing on a customer detail columns only in an excel sheet.

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Analyze
Marketing
Sales

Analyze for Sentiment at Scale

This workflow is perfect for cleaning up text data, like customer reviews, support tickets, and feedback, ensuring consistency across sources. By applying sentiment analysis, it quickly identifies emotions—positive, negative, or neutral—helping teams understand customer sentiment at scale. For example: GTM teams can analyze customer reviews from various sources, such as customer success teams, social media, and emails, categorize feedback by sentiment, and pinpoint areas of satisfaction or concern. This helps improve products, refine messaging strategies, and enhance overall customer experience.

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Sales
Marketing
Sales

Sales Call Review

This workflow processes audio recordings from calls across various departments, extracting key insights based on user-defined parameters. For instance, in sales, it can review calls to identify common customer objections and evaluate how representatives address them, enabling targeted feedback and personalized training programs. For marketing teams, it can analyze focus group sessions to summarize key themes and insights, helping to refine campaigns and strategies effectively.

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Filter
Sales
Marketing

Filter to Rows with Answers

Filtering rows based on conditions cuts through the noise to focus on specific data points that meet your criteria. You can perform custom analysis on this filtered data using relevant operators in MarkovML or store it for future analysis.

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Standardize
Marketing
Sales

Standardize Date Format

Standardizing datetime formats is essential for sorting, filtering, and analyzing time-dependent data. It simplifies operations like calculating days since or until a specific date and ensures the entire team is on the same page for collaboration. Imagine trying to compare dates formatted as 'MM/DD/YYYY' with those as 'DD-MM-YYYY'—chaos!

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Lead
Marketing
Sales

Lead Nurturing Analysis from Email Addresses

This workflow saves GTM teams time by automating lead extraction from emails and eliminating manual data processing and enrichment. It pulls lead information from email attachments, enriches it with details like industry, company size, or revenue from various data providers, and stores the enriched data in a CRM or database. For example, when a GTM team receives an email with raw leads from an event, the workflow automatically processes the file, identifies the companies, enriches the data, and stores it, providing the sales team with a ready-to-use, actionable list for outreach—completely removing manual work.

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Monitor
Marketing
Sales

Monitor Sentiment in Company News

This workflow identifies a company using its ticker or URL, gathering the latest news and analyzing the overall sentiment. Over time, it tracks how sentiment fluctuates around the company. Sales and Marketing teams can leverage this data to fine-tune campaigns and outreach efforts. For example, positive sentiment around a prospect can be used to strengthen a pitch, aligning your offering with the prospect's current momentum and enhancing your approach with timely, relevant insights.

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Build
Marketing
Sales

Build Data & Knowledge Finder

This workflow aggregates product specifications, PDFs, case studies, and other organizational collateral into a centralized, searchable app. Sales representatives can quickly access relevant materials before or during client meetings, eliminating the need to search multiple systems or contact different departments. With the ability to schedule updates, the app ensures that sales teams always have the most current and relevant materials at their fingertips, keeping them equipped for every interaction and helping streamline the sales process.

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