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
CPA spike containment
Catch a paid channel drifting off target and pause the worst offenders before the week is lost.
Trigger
CPA rises more than 30% against the two-week baseline
- 1Pull spend, conversions and CPA per campaign
- 2AI ranks campaigns by wasted spend and confidence
- 3Post the proposed pauses to Slack for approval
- 4Apply approved pauses and log them to a Sheet
Wasted spend stopped within hours instead of at month end
High-intent lead routing
Route product-qualified signups to sales the same day with the context that closes them.
Trigger
A signup hits the activation event within 48 hours
- 1Read the activation event and firmographic data
- 2AI drafts a one-paragraph account summary
- 3Create or update the HubSpot deal and owner
- 4Notify the owner in Slack and start the Apollo sequence
Faster first touch on the leads most likely to convert
Stalled pipeline nudge
Surface deals that stopped moving and give each owner a concrete next step.
Trigger
A deal sits in the same stage for 14 days
- 1Collect stalled deals with value and last activity
- 2AI suggests a next step per deal
- 3Send each owner a private Slack digest
- 4Write the agreed next step back to the CRM
Fewer deals quietly ageing out of the pipeline
Churn risk playbook
Spot accounts losing usage and launch the right save motion automatically.
Trigger
Weekly active usage drops 40% for a paying account
- 1Blend product usage with subscription value
- 2AI classifies the likely reason for the drop
- 3Trigger the matching Customer.io journey
- 4Open a Linear issue when the cause looks like a bug
Save motions start while the account is still recoverable
Monday growth scorecard
One page every Monday with the numbers, the read and the three things to do next.
Trigger
Every Monday at 08:00 in your timezone
- 1Pull last week's traffic, spend and revenue
- 2AI writes the plain-language read of the week
- 3Publish the page to Notion
- 4Share the summary and roadmap in Slack
The whole team starts the week on the same numbers
Tracking break guard
Catch broken tracking before it poisons a month of reporting and budget decisions.
Trigger
A key conversion event stops firing or drops 60% overnight
- 1Compare event volume against the expected range
- 2Check tag and consent changes for a likely cause
- 3Open a Linear issue with the failing event and page
- 4Flag affected reports until the fix lands
Numbers you can trust, and no silent measurement gaps
Creative fatigue refresh
Retire tired creative and brief the replacement before performance falls off a cliff.
Trigger
Frequency above 3.0 with CTR down two weeks running
- 1Rank creative by fatigue and remaining spend
- 2AI drafts three replacement angles from winners
- 3Create the brief in Notion and assign an owner
- 4Post the shortlist to Slack for sign-off
A refreshed creative queue instead of a performance dip
Trial win-back sequence
Re-engage trials that went quiet with a message that matches how far they got.
Trigger
No product activity for 5 days during an active trial
- 1Score the trial by the steps completed
- 2AI picks the message for the blocking step
- 3Send through Mailchimp and log to the CRM
- 4Alert sales when a high-value trial reopens
More trials reaching activation before they expire
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
Pipedrive
Pipeline stages and deal value
Salesforce
Opportunities and closed won revenue
Email & Lifecycle
Mailchimp
Campaigns, audiences and automations
Customer.io
Lifecycle messaging and journeys
Sales Engagement
Apollo
Outbound sequences and lead lists
Lemlist
Cold email sequences and replies
Product Analytics
Mixpanel
Activation and retention events
Amplitude
Funnels and cohort behaviour
PostHog
Product events and session context
Collaboration
Slack
Alerts, approvals and digests
Notion
Growth docs and experiment logs
Linear
Issues for growth and product fixes
Data & Ops
Google Sheets
Exports, budgets and manual inputs
BigQuery
Warehouse tables and blended data
Billing system
Revenue, churn and subscription events
Ads & Web
GA4
Sessions, conversions and channels
Google Ads
Spend, CPA and campaign structure
Meta Ads
Creative performance and spend
LinkedIn Ads
B2B campaign performance
