Sales Workflow Builder
Describe recurring sales work. Get an editable, visual workflow draft with triggers, tool actions, approvals, and failure checks.
Describe the goal and boundaries
Name the trigger, connected tools you intend to use, desired outcome, and actions requiring approval. For example: after a sales meeting, prepare CRM updates and a Slack summary, but wait for approval before sending a follow-up. Use generic examples without customer secrets.
Review an editable plan
AI creates an ordered set of steps shown as a flow. Edit step names, tool choices, actions, and approval requirements before downloading the JSON draft. Review missing inputs, access rights, duplicate handling, and failure recovery. This is not an executable automation export.
Nothing runs from this page
The free builder does not connect to CRM, send messages, schedule jobs, or execute code. The result is a planning artifact. Bring a reviewed process to Vera to configure real tools and permission boundaries. AI-generated steps still need human review.
Next steps
- Book a demo
- Pricing
- Free CSV cleaner
- What can you hand over to Vera?
- From ICP to pipeline.
- Reach out when there’s a reason to talk.
- Describe the process. Let Vera run the work.
- Keep every opportunity moving.
- Turn GTM questions into research—and research into action.
- Give your best accounts more than a sequence.
- Turn CRM activity into sales action.
- Turn revenue strategy into work that moves forward.
- Lead the team. Let Vera keep the sales work moving.
- More time for selling. Vera handles the work around it.
- Build the system behind your next sales motion.
- Take your next GTM idea from question to execution.
- Connect the tools. Put the process to work.
- Your business changes. Vera keeps up.
- Connect Vera to where your business happens.
- The work gets done. The way Vera works gets better.
- Free tools to build pipeline and sell better.
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