Workflows control what gets automatically generated when you add a company to PG:AI. They act as templates that ensure consistent account preparation across your team.
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.

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Workflow Architecture

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How Workflows Work

A workflow combines three components: When you add a new company, PG:AI uses your selected workflow to automatically generate insights and content.

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Creating a Workflow

1

Name your workflow

Use descriptive names like “Enterprise FinServ” or “SMB Manufacturing”
2

Select Content Groups

Choose which content types to generate automatically
3

Choose Insights Groups

Pick which research queries to run for each account
4

Pick Engage Settings

Select your value proposition configuration
5

Test

Run on a known account to verify output quality
Start with 2-3 workflows maximum. You can always add more specialized workflows later as you identify specific patterns in your account types.

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When to Create Additional Workflows

Most companies only need one workflow. Create additional workflows if you want different intelligence for:
  • Different industries (e.g., separate workflows for Financial Services vs Manufacturing)
  • Different account types (e.g., Enterprise vs Mid-Market approaches)
  • Different sales motions (e.g., New Logo vs Expansion plays)