Workflows automate the process of generating custom insights and engagement content when you add new accounts to PG:AI. Configure workflows to ensure consistent, comprehensive account intelligence is generated automatically, saving time and ensuring no critical research steps are missed.

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What are Workflows?

Workflows are automated processes that orchestrate the generation of account intelligence when new companies are added to your system:
  • Content Generation: Automatically create Value Pyramids, Three Whys, and Discovery Questions
  • Intelligence Research: Generate Custom Insights based on your defined research queries
  • Persona Analysis: Identify relevant contacts and stakeholders across target personas
  • Consistent Onboarding: Ensure uniform account preparation regardless of who adds the account
Workflows act as templates that define what information should be automatically gathered and generated for each new account, ensuring consistency and comprehensive coverage across your account base.

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Workflow Architecture

Workflows act as the central orchestration layer, combining content generation, intelligence research, and configuration components to create comprehensive, automated account preparation.

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Workflow Components

Engage Settings Integration

Specify which Value Proposition configuration to use for account analysis

Custom Insights Selection

Choose which research queries and intelligence groups to generate automatically

Content Generation

Automatically create personalized content based on configured templates and groups

Persona Activation

Trigger contact discovery and persona-based content generation

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Why Workflows Matter for Sales Organizations

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Scalable Account Onboarding

Workflows enable you to:
  • Ensure every new account receives the same comprehensive research and preparation
  • Eliminate dependency on individual rep skills or diligence for account intelligence
  • Scale expert-level account preparation across your entire sales organization
  • Maintain consistent quality regardless of team size or geographic distribution

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Sales Efficiency and Effectiveness

Well-configured workflows provide:
  • Immediate account intelligence that reduces time-to-first-engagement
  • Comprehensive research that supports more strategic initial conversations
  • Consistent preparation that improves meeting quality and conversion rates
  • Automated processes that free up sales time for customer-facing activities

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Workflow Configuration Process

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Creating a Workflow

1

Define Workflow Purpose

Name your workflow descriptively to indicate its intended use case and scope
2

Select Engage Settings

Choose which Value Proposition configuration will power the account analysis
3

Configure Custom Insights

Select which Insights Groups to include for automated research generation
4

Add Content Components

Include relevant Content Groups for personalized messaging generation
5

Test and Validate

Run the workflow on known accounts to verify output quality and completeness

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Component Selection Strategy

Considerations:
  • Match industry focus (Financial Services, Healthcare, Manufacturing)
  • Align with company size targeting (Enterprise, Mid-Market, SMB)
  • Connect to solution positioning (New Logo, Expansion, Competitive)
Impact on Output:
  • Determines Value Pyramid structure and strategic connection points
  • Influences Three Whys narrative and competitive positioning
  • Affects Discovery Question generation and focus areas

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Workflow Examples and Applications

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Enterprise Technology Workflow

Name: Enterprise Technology Account OnboardingEngage Settings: Enterprise Technology Companies Custom Insights Groups:
  • Strategic Priorities Analysis
  • Technology Modernization Intelligence
  • Executive Leadership Changes
Content Groups:
  • C-Level Executive Outreach
  • Technical Decision-Maker Discovery
Use Case: For technology companies with 1000+ employees requiring comprehensive strategic analysis

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Financial Services Workflow

Name: Banking and FinServ Rapid QualificationEngage Settings: Financial Services Compliance Focus Custom Insights Groups:
  • Regulatory Compliance Initiatives
  • Digital Banking Strategy
  • Risk Management Priorities
Content Groups:
  • Compliance-Focused Messaging
  • ROI and Business Case Templates
Use Case: For banks, credit unions, and financial institutions with regulatory compliance emphasis

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Quick Qualification Workflow

Name: Rapid Account AssessmentEngage Settings: General Business Solutions Custom Insights Groups:
  • Top Business Priorities
  • Recent Strategic Announcements
Content Groups:
  • Generic Business Outreach
  • Discovery Call Preparation
Use Case: For quickly qualifying a large number of accounts with streamlined intelligence

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Workflow Management Best Practices

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Strategic Workflow Design

Start with 2-3 focused workflows rather than trying to create comprehensive workflows for every possible scenario. You can always add more specialized workflows as you identify patterns in your account types.
Recommended Approach:
  1. Primary Workflow: Covers 70-80% of your target accounts with comprehensive intelligence
  2. Specialized Workflows: Address specific industries, company sizes, or use cases
  3. Quick Qualification: Streamlined version for high-volume account screening

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Performance Optimization

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Default Workflow and Customization

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Platform Generated Workflow

PG:AI includes a default “Platform Generated” workflow that provides a foundation for account onboarding. This serves as a starting point that you can modify or supplement with specialized workflows.
Default Configuration Includes:
  • Basic strategic priorities research
  • General business intelligence gathering
  • Standard value proposition analysis
  • Generic discovery question generation
Customization Strategy:
  • Enhance Defaults: Add industry-specific insights and content to the base workflow
  • Create Alternatives: Build specialized workflows for different account types or sales scenarios
  • Maintain Baseline: Keep the default workflow as a fallback for accounts that don’t fit specialized categories

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Integration with Sales Process

Workflows enhance your sales effectiveness by:
  • Qualification: Automated intelligence helps quickly identify best-fit accounts and prioritize efforts
  • Preparation: Comprehensive research enables more strategic and informed initial conversations
  • Personalization: Generated content provides relevant, account-specific messaging for all outreach
  • Consistency: Standardized intelligence ensures uniform quality regardless of individual rep experience
  • Scalability: Automated processes enable effective account coverage across large territories and teams