Planned

    The planned automation layer for growth and GTM tools

    These are on our roadmap. They are not live yet. Anything that changes an ad account will wait for your approval.

    8

    Planned recipes

    20

    Planned tool connections

    Approval

    Execution model

    Automation library

    Acquisition
    Popular

    CPA spike containment

    Catch a paid channel drifting off target and pause the worst offenders before the week is lost.

    Google Ads
    Meta Ads
    Slack
    Google Sheets

    Trigger

    CPA rises more than 30% against the two-week baseline

    1. 1Pull spend, conversions and CPA per campaign
    2. 2AI ranks campaigns by wasted spend and confidence
    3. 3Post the proposed pauses to Slack for approval
    4. 4Apply approved pauses and log them to a Sheet

    Wasted spend stopped within hours instead of at month end

    6 min setup
    Pipeline
    Popular

    High-intent lead routing

    Route product-qualified signups to sales the same day with the context that closes them.

    PostHog
    HubSpot
    Slack
    Apollo

    Trigger

    A signup hits the activation event within 48 hours

    1. 1Read the activation event and firmographic data
    2. 2AI drafts a one-paragraph account summary
    3. 3Create or update the HubSpot deal and owner
    4. 4Notify the owner in Slack and start the Apollo sequence

    Faster first touch on the leads most likely to convert

    9 min setup
    Pipeline

    Stalled pipeline nudge

    Surface deals that stopped moving and give each owner a concrete next step.

    HubSpot
    Pipedrive
    Slack

    Trigger

    A deal sits in the same stage for 14 days

    1. 1Collect stalled deals with value and last activity
    2. 2AI suggests a next step per deal
    3. 3Send each owner a private Slack digest
    4. 4Write the agreed next step back to the CRM

    Fewer deals quietly ageing out of the pipeline

    5 min setup
    Retention

    Churn risk playbook

    Spot accounts losing usage and launch the right save motion automatically.

    Mixpanel
    Billing system
    Customer.io
    Linear

    Trigger

    Weekly active usage drops 40% for a paying account

    1. 1Blend product usage with subscription value
    2. 2AI classifies the likely reason for the drop
    3. 3Trigger the matching Customer.io journey
    4. 4Open a Linear issue when the cause looks like a bug

    Save motions start while the account is still recoverable

    12 min setup
    Reporting
    Popular

    Monday growth scorecard

    One page every Monday with the numbers, the read and the three things to do next.

    GA4
    Google Ads
    Billing system
    Notion
    Slack

    Trigger

    Every Monday at 08:00 in your timezone

    1. 1Pull last week's traffic, spend and revenue
    2. 2AI writes the plain-language read of the week
    3. 3Publish the page to Notion
    4. 4Share the summary and roadmap in Slack

    The whole team starts the week on the same numbers

    4 min setup
    Data quality

    Tracking break guard

    Catch broken tracking before it poisons a month of reporting and budget decisions.

    GA4
    Tag Manager
    BigQuery
    Linear

    Trigger

    A key conversion event stops firing or drops 60% overnight

    1. 1Compare event volume against the expected range
    2. 2Check tag and consent changes for a likely cause
    3. 3Open a Linear issue with the failing event and page
    4. 4Flag affected reports until the fix lands

    Numbers you can trust, and no silent measurement gaps

    7 min setup
    Acquisition

    Creative fatigue refresh

    Retire tired creative and brief the replacement before performance falls off a cliff.

    Meta Ads
    LinkedIn Ads
    Notion
    Slack

    Trigger

    Frequency above 3.0 with CTR down two weeks running

    1. 1Rank creative by fatigue and remaining spend
    2. 2AI drafts three replacement angles from winners
    3. 3Create the brief in Notion and assign an owner
    4. 4Post the shortlist to Slack for sign-off

    A refreshed creative queue instead of a performance dip

    8 min setup
    Retention

    Trial win-back sequence

    Re-engage trials that went quiet with a message that matches how far they got.

    Mailchimp
    HubSpot
    Amplitude

    Trigger

    No product activity for 5 days during an active trial

    1. 1Score the trial by the steps completed
    2. 2AI picks the message for the blocking step
    3. 3Send through Mailchimp and log to the CRM
    4. 4Alert sales when a high-value trial reopens

    More trials reaching activation before they expire

    6 min setup

    Planned third-party connections

    Google Analytics 4, Search Console, Google Ads, LinkedIn Ads, Slack, Jira and Notion are connected today. The connections below are planned.

    CRM

    HubSpot

    Deals, contacts and lifecycle stages

    planned

    Pipedrive

    Pipeline stages and deal value

    planned

    Salesforce

    Opportunities and closed won revenue

    planned

    Email & Lifecycle

    Mailchimp

    Campaigns, audiences and automations

    planned

    Customer.io

    Lifecycle messaging and journeys

    planned

    Sales Engagement

    Apollo

    Outbound sequences and lead lists

    planned

    Lemlist

    Cold email sequences and replies

    planned

    Product Analytics

    Mixpanel

    Activation and retention events

    planned

    Amplitude

    Funnels and cohort behaviour

    planned

    PostHog

    Product events and session context

    planned

    Collaboration

    Slack

    Alerts, approvals and digests

    planned

    Notion

    Growth docs and experiment logs

    planned

    Linear

    Issues for growth and product fixes

    planned

    Data & Ops

    Google Sheets

    Exports, budgets and manual inputs

    planned

    BigQuery

    Warehouse tables and blended data

    planned

    Billing system

    Revenue, churn and subscription events

    planned

    Ads & Web

    GA4

    Sessions, conversions and channels

    available

    Google Ads

    Spend, CPA and campaign structure

    planned

    Meta Ads

    Creative performance and spend

    planned

    LinkedIn Ads

    B2B campaign performance

    planned