Sales
Workflows that draft the follow-up email after each sales call, review your pipeline every Monday and ask deal owners about overdue or inactive deals, and list companies attending upcoming events in your territories.
Sales examples
Open an example to see each step. "Use this workflow" copies it to your account, where you can run it on test data.
Call follow-up
Weekly deal review
Event prospecting
How they run
Each workflow starts after a sales call or on a weekly schedule. Malleable reads the call notes, your pipeline or the web, drafts emails for the rep to approve, flags deals with a past close date, no recent activity or no next step, and asks each owner for an update. It sends the sales lead a summary.
It does the work
Each run follows the plan your team set, across your apps, and asks a person only for the decisions that are theirs.
Your team changes it
Change a rule by asking in plain English. Malleable reviews real runs and suggests improvements, and you approve every change.
You stay in control
You choose what runs the same way every time and where the AI uses judgment. Every run is on the record.
Want to see one of your processes run like this?
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