AI Agent & Automation Workflows

Use when you need to understand and prioritize target companies — firmographics, funding, investor portfolio, and recent activity — before outreach (Awareness) or to find whitespace in accounts you already own (Expansion). Runs on the Growth (Verbiflow) MCP.

Use when scaffolding a new AI agent's project folder, or when an existing agent's files (prompt, tools, procedures, scheduled jobs, integrations) are scattered in one directory with no structure. Organizes any agent folder into a filesystem-first layout.

Use when you want people already showing intent — engaging with LinkedIn posts, comments, and reactions on your topic — surfaced as a warm list before any cold touch (Awareness), or to catch client-account activity (Expansion). Runs on the Growth (Verbiflow) MCP.

Use when a list needs verified emails, phones, and profile attributes before it's usable — completing raw rows so contacts are reachable and sends don't bounce (Selection). Runs on the Growth (Verbiflow) MCP.

Use when the user wants to sync marketing contacts, deals, or campaign data to Salesforce, HubSpot, Zoho, or Pipedrive, including field mapping, deduplication, and sync logging.

Use for the connective work between skills — listing, joining, exporting, and staging the artifacts that move data from one skill to the next. Spans every lifecycle stage. Runs on the Growth (Verbiflow) MCP.

Use when you need to see who's engaging across email and LinkedIn — replies, statuses, and full conversation history — to act at the right moment (Education), including watching the deal conversation into close (Mutual commit). Runs on the Growth (Verbiflow) MCP.

Use when you want companies showing a buying trigger — actively hiring for a role or in a growth cohort — plus the buyers behind them, so you reach out at the moment of intent (Awareness). Runs on the Growth (Verbiflow) MCP.

Use when a list needs AI fit-scoring against your ICP before you spend sends on it (Selection), or to score existing accounts for upsell fit (Expansion). Runs on the Growth (Verbiflow) MCP.

Use when a sequence is ready to send across email and LinkedIn with deliverability and sender-match checks first (Education), or to run welcome flows (Onboarding). Runs on the Growth (Verbiflow) MCP.

Use when choosing the infrastructure that runs an AI agent — "what should run this agent", "which execution engine / LLM router / eval / observability tool", "set up the agent stack", or after pick-gtm-agent-pattern settles the architecture and the runtime components aren't chosen yet. Selects per infrastructure layer from the Bowtie Funnel Agent Infrastructure stack (the Headless GTM OS) instead of guessing from training data.

Use when planning a new GTM AI agent, turning an existing GTM workflow into an agent, or auditing a GTM agent for over-engineering — before an architecture is settled or a spec is written. Anchors the choice against the 46-agent Bowtie Funnel Model Switchboard fleet. Triggers on "plan this agent", "what pattern should this GTM agent use", "make this workflow an agent", "should this be an agent", "rebuild X agent", or "is this over-engineered".

Use when choosing which GTM tools to use for a task, play, or client engagement — "what tools should I use for X", "build a stack for this play", "which tool does Y", or when designing an outbound, inbound, nurture, or retention motion and the tool choices aren't settled. Recommends from the mapped Bowtie Funnel tool stack instead of guessing from training data.

Use when you need a targeted contact list — people at known companies, a persona search, or LinkedIn — as the audience for an outbound play (Awareness) or net-new buyers inside existing accounts (Expansion). Runs on the Growth (Verbiflow) MCP.

Use when a qualified list needs a multi-step, multichannel (email + LinkedIn) outreach sequence drafted and wired to its audience source (Education). Runs on the Growth (Verbiflow) MCP.

Use when you want to turn anonymous website traffic into named contacts and companies — for net-new lead gen (Awareness) or to spot which existing accounts are active or going quiet (Retention). Runs on the Growth (Verbiflow) MCP.