What are Workflows?

The Copy.ai GTM AI platform allows you to transform your go-to-market processes by creating customizable, intelligent workflows that combine research, content generation, and tool integrations. These automated workflows codify your unique strategies, leverage AI agents for complex tasks, and provide a unified data foundation to enable insight-driven automation across your entire tech stack.

Get a Demo

GTM Workflow Automation

Streamline your operations by codifying business processes into powerful workflows. Our intuitive platform allows you to chain together modular actions, enabling you to orchestrate complex tasks with ease. Suitable for any team looking to leverage AI systematically to drive efficiency and optimize outcomes across go-to-market functions.

Create workflows using Actions from our extensive library
Capture business logic in reusable, centrally managed components
Trigger workflows based on events to automate processes end-to-end

Learn More about Workflows

Customizable GTM Workflows

Transform your team's unique GTM processes into powerful, scalable workflows. Codify best practices, adapt seamlessly to strategic shifts, and integrate disparate tools into unified flows. Built for revenue teams looking to drive consistent execution while maintaining agility in the face of change.

Codify tribal knowledge into repeatable processes
Rapidly realign workflows when strategies evolve
Automate multi-step processes to reduce errors

Workflows vs. AI Copilots

Embed AI Agents in Workflows

Elevate your workflows with intelligent agents that can tackle complex, multi-step tasks. With advanced prompt engineering and model selection, these specialized actions go beyond basic functions to deliver results that mimic human decision-making capabilities. Perfect for organizations looking to streamline processes and boost productivity without sacrificing quality.

Embeds prompt engineering expertise into workflows
Enables focused, constrained decision-making abilities
Seamlessly integrates AI-powered tools into automated processes

Get a demo

Unified Data Foundation for Intelligent Workflows

Tables provide a centralized data layer that seamlessly integrates with Workflows, enabling you to harness the full potential of your go-to-market strategy. By consolidating data from diverse sources such as your website, CRM, documents, and call transcripts, Tables create a unified foundation that fuels intelligent automation and personalization.

Centralize data from disparate sources into a single layer
Embed and search unstructured data for AI-powered insights
Trigger workflows based on real-time data changes

Learn more about Tables

See the Copy.ai platform in action

Get a demo and discover how sales and marketing teams use Copy.ai to add an AI superpower to their revenue engine.

Request a demo