Workflows
Automate the generation of insights and content when adding new accounts to PG:AI
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.
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.
Workflow Architecture
Workflows act as the central orchestration layer, combining content generation, intelligence research, and configuration components to create comprehensive, automated account preparation.
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
Why Workflows Matter for Sales Organizations
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
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
Workflow Configuration Process
Creating a Workflow
Define Workflow Purpose
Name your workflow descriptively to indicate its intended use case and scope
Select Engage Settings
Choose which Value Proposition configuration will power the account analysis
Configure Custom Insights
Select which Insights Groups to include for automated research generation
Add Content Components
Include relevant Content Groups for personalized messaging generation
Test and Validate
Run the workflow on known accounts to verify output quality and completeness
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
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
Strategic Research Groups:
- Executive Strategic Priorities (for C-level engagement preparation)
- Technology Modernization Intelligence (for technical discovery)
- Competitive Market Position (for differentiation strategies)
Selection Criteria:
- Choose 2-4 insights groups to avoid information overload
- Prioritize insights that directly support your sales methodology
- Balance strategic and tactical intelligence based on typical sales cycle
Persona-Specific Content:
- Executive outreach templates for C-level initial engagement
- Technical discovery materials for IT decision-makers
- Business case templates for operational stakeholders
Content Strategy:
- Include 1-2 content groups per major persona type
- Focus on early-stage sales cycle content for maximum impact
- Ensure content aligns with your proven messaging frameworks
Workflow Examples and Applications
Enterprise Technology Workflow
Name: Enterprise Technology Account Onboarding
Engage 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
Name: Enterprise Technology Account Onboarding
Engage 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
Automatic Outputs:
- Value Pyramid connecting their digital transformation to your platform capabilities
- Three Whys framework emphasizing competitive technology advantage
- Discovery Questions focused on infrastructure modernization and scalability
- Executive outreach emails referencing their specific strategic initiatives
- Technical content highlighting integration capabilities and implementation benefits
Financial Services Workflow
Name: Banking and FinServ Rapid Qualification
Engage 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
Name: Banking and FinServ Rapid Qualification
Engage 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
Automatic Outputs:
- Value Pyramid emphasizing regulatory compliance and risk mitigation
- Three Whys framework addressing regulatory deadlines and competitive pressure
- Discovery Questions exploring compliance challenges and audit requirements
- Compliance-focused outreach highlighting your security and regulatory expertise
- Business case templates with financial services ROI models and risk calculations
Quick Qualification Workflow
Name: Rapid Account Assessment
Engage 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
Name: Rapid Account Assessment
Engage 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
Automatic Outputs:
- Simplified Value Pyramid focusing on operational efficiency and growth
- Streamlined Three Whys with broad business improvement focus
- General discovery questions applicable to multiple industries and use cases
- Flexible outreach templates adaptable to various business contexts
- Quick qualification materials for efficient account screening
Workflow Management Best Practices
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:
- Primary Workflow: Covers 70-80% of your target accounts with comprehensive intelligence
- Specialized Workflows: Address specific industries, company sizes, or use cases
- Quick Qualification: Streamlined version for high-volume account screening
Performance Optimization
Default Workflow and Customization
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
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