INTELLIGENT WORKFLOWS

Signals without action, is just noise

Use workflows to automate sales and marketing activities and AI agents based on buying signals.

 
workflow builder

Act fast and consistently on buying signals

Build workflows that automatically assign owners, tasks, and alerts so that your team knows exactly what to do with each signal, or deploy AI agents to action.

Integrated with your tech stack, eg. Salesforce, Hubspot, Outreach, Salesloft, Gong Engage, LinkedIn Ad Audiences, etc.
 
UserGems Intelligent Workflow
orchestrate sales & marketing

One workflow to activate Sales and Marketing activities

Launch Ads, Outreach, and CRM updates in perfect sync, so you can target your warmest buyers (and their buying groups) across every channel, at the same time.
 
UserGems Intelligent Workflow to activate Sales and Marketing activities
TEMPLATES

Activate popular workflows with just a few clicks

No need to start from scratch. Choose from our library of popular outbound and marketing workflows to generate pipeline ASAP.
 
Campaign Library
REPORTS & ANALYTICS

Track ROI and team’s adoption

Know how much pipeline and revenue is generated from each signal and where you can optimize.

Review how individual reps action on each signals to provide timely coaching.

Receive weekly and monthly email updates on your team's performance and pipeline impacts.
 
UserGems Dashboard

Frequently Asked Questions

What is a Workflow in UserGems?

UserGems' Intelligent Workflow is an automation rule that turns buyer signals (like intent, job change, or website visit) into predefined actions — for example, creating a task, sending an email, or syncing ads — so your team doesn’t have to act manually.

It comes with agentic actions to deploy or instruct our AI agents (Gem-E) — for example, writing a 7-email sequence with specific campaign messaging.

Do I need technical skills or a dedicated ops person to set up Workflows?

No. We offer prebuilt workflow templates and a friendly interface so marketing or SDR/sales managers can build workflows without coding.

Can we customize workflows to our own needs?

Yes. You can define custom triggers, conditions, and actions — or modify existing templates — to reflect your sales and marketing processes.

Do you help with onboarding or setup of Workflows?

Yes. Your Customer Success team will help you with implementation, provide onboarding guidance, templates, documentation, and ongoing support to help your team launch and optimize workflows quickly.