Sales and marketing teams are under constant pressure to produce—more content, more proposals, more research, more personalization. The work is high-value but often repetitive: every competitor analysis follows a similar structure, every proposal needs similar sections, every prospect deserves research you rarely have time to do.
Clear Ideas AI Workflows let you automate these recurring tasks while maintaining quality. Workflows combine web research capabilities with access to your private business data—your brand guidelines, product documentation, case studies, and pricing—to produce outputs that are both well-researched and on-brand.
Here are five workflow templates designed specifically for sales and marketing teams. Each one addresses a common bottleneck and can be imported directly into your Clear Ideas account.
1. Competitor Intelligence Report
The Problem: Staying current on competitor activities requires constant monitoring—news, product launches, pricing changes, leadership moves. By the time you compile a competitive update, the information is already stale. And each report takes hours to research and write.
What This Workflow Does: Researches specified competitors via web search, analyzes findings against your company's positioning and product documentation, and generates a comprehensive competitive intelligence report with strategic implications.
How It Works:
- Upload your company's product documentation, positioning, and competitive strategy to your site
- Specify which competitors to research
- The workflow searches the web for recent news, announcements, and updates on each competitor
- It extracts pricing information, product features, and market positioning where available
- It analyzes competitors against your offering using your product documentation as reference
- It generates a structured report with findings and strategic recommendations
Best For: Quarterly competitive reviews, preparing for sales battles, informing product roadmap discussions, or keeping leadership current on market dynamics.
Sample Output Sections:
- Executive Summary
- Competitor Profiles (for each specified competitor)
- Recent News & Announcements
- Product/Service Updates
- Pricing Intelligence
- Strengths and Weaknesses
- Competitive Positioning Matrix
- Threats and Opportunities
- Recommended Responses
2. Social Media Content Calendar
The Problem: Maintaining consistent social media presence requires a constant stream of content. Coming up with ideas, writing posts, creating visuals, and scheduling everything takes significant time—time that could go toward strategy and engagement instead of production.
What This Workflow Does: Takes your brand guidelines and product information, researches trending topics in your industry, and generates a full month of social media posts complete with AI-generated images tailored to each post.
How It Works:
- Upload your brand guidelines, product information, and examples of successful past posts to your site
- Specify your target platforms and content themes
- The workflow researches current trending topics in your industry via web search
- It generates post copy for each day, varying formats (tips, questions, announcements, thought leadership)
- It creates AI-generated images matching each post's theme and your brand aesthetic
- It outputs a complete content calendar ready for scheduling
Best For: Monthly content planning, maintaining consistent posting during busy periods, or giving your social team a head start they can refine and personalize.
Sample Output:
- 30 days of posts across specified platforms
- Each post includes:
- Post copy (appropriately sized for platform)
- Hashtag suggestions
- Best posting time recommendation
- AI-generated accompanying image
- Content mix analysis (topics, formats, CTAs)
3. Custom Proposal Generator
The Problem: Every prospect deserves a tailored proposal, but customizing proposals takes time. Sales reps either spend hours on each proposal or send generic templates that don't resonate. Neither approach scales well.
What This Workflow Does: Takes prospect requirements and your company's service documentation, case studies, and pricing, then generates a customized proposal tailored to the specific prospect's needs, industry, and use case.
How It Works:
- Upload your service descriptions, case studies, pricing guidelines, and proposal templates to your site
- Input the prospect's requirements, company information, and any notes from discovery calls
- The workflow analyzes the prospect's needs and matches them to relevant services
- It selects appropriate case studies from similar industries or use cases
- It generates proposal sections customized to the prospect's specific situation
- It outputs a complete proposal document ready for review and sending
Best For: Speeding up proposal turnaround, ensuring consistent proposal quality across the sales team, or enabling junior reps to produce senior-quality proposals.
Sample Output Sections:
- Executive Summary (customized to prospect's stated needs)
- Understanding of Requirements
- Proposed Solution (mapped to their specific challenges)
- Relevant Case Studies (selected based on industry/use case match)
- Investment Summary (based on scope)
- Implementation Timeline
- Why [Your Company]
- Next Steps
4. Prospect Research Brief
The Problem: Sales calls go better when you understand the prospect—their company, recent news, challenges, and potential fit. But researching every prospect thoroughly before every call isn't realistic with the volume most sales teams handle.
What This Workflow Does: Given a prospect company name, researches the organization via web, cross-references with any existing information in your CRM or notes, and generates a comprehensive pre-call briefing document.
How It Works:
- Store any existing prospect notes or CRM data in your Clear Ideas site
- Input the prospect company name and contact name
- The workflow researches the company via web—recent news, funding, leadership, products
- It identifies potential pain points based on company situation and industry
- It cross-references with your existing notes if available
- It generates a briefing document with talking points and recommended approach
Best For: Preparing for discovery calls, re-engaging dormant leads, preparing for important meetings, or enabling BDRs to have more informed initial conversations.
Sample Output Sections:
- Company Overview
- Recent News & Developments
- Leadership Team
- Potential Pain Points (inferred from research)
- Relevant Products/Services to Discuss
- Existing Relationship Summary (if notes exist)
- Suggested Talking Points
- Questions to Ask
- Recommended Approach
5. Job Description & Salary Benchmark
The Problem: Hiring is often urgent when it happens—someone leaves, growth creates a new role, a project requires additional resources. Writing job descriptions from scratch takes time, and guessing at salary ranges risks either overpaying or losing candidates.
What This Workflow Does: Takes your company information and team structure, researches market compensation data and similar job postings, and generates a comprehensive job description with salary benchmarking.
How It Works:
- Upload your company overview, team structure, and any existing role descriptions to your site
- Specify the role you're hiring for and key requirements
- The workflow researches current salary data for similar roles via web
- It analyzes job postings from similar companies to understand market expectations
- It generates a job description incorporating your company voice and culture
- It provides salary range recommendations with supporting market data
Best For: Opening new roles quickly, ensuring competitive compensation, maintaining consistent job posting quality, or expanding into new function areas where you lack existing templates.
Sample Output Sections:
- Job Title (with market-standard alternatives)
- Company Overview (written for candidates)
- Role Summary
- Key Responsibilities
- Required Qualifications
- Preferred Qualifications
- What We Offer
- Salary Benchmark
- Recommended Range
- Market Data (by geography, company size, experience level)
- Competitive Positioning Analysis
- Application Instructions
Getting Started with These Workflows
Each of these workflows can be imported directly into your Clear Ideas account. To use them:
- Download the workflow JSON from the links below
- Import into Clear Ideas: Go to AI Workflows → Import Workflow
- Upload your assets: Add your brand guidelines, product docs, case studies, and other materials to your site
- Customize variables: Adjust the input variables to match your specific needs
- Run and refine: Execute the workflow and refine outputs as needed
The workflows use web search capabilities and AI image generation where relevant. Make sure web access is enabled for workflows that require research.
Workflow Downloads
- Competitor Intelligence Report
- Social Media Content Calendar
- Custom Proposal Generator
- Prospect Research Brief
- Job Description & Salary Benchmark
Making These Workflows Your Own
The real power of workflows emerges when you customize them for your specific business. Consider:
- Adding your brand voice guidelines to content generation steps
- Including your specific value propositions in proposal templates
- Customizing competitor lists for your market
- Adjusting output formats to match your internal templates
- Adding webhook steps to push outputs to Slack, your CRM, or other systems
The AI Workflows documentation covers advanced features including loops for batch processing, webhooks for system integration, and benchmark scoring for quality assessment.
The Compound Effect
The value of these workflows compounds over time. Each run produces outputs faster than manual work, but more importantly, each improvement to the workflow benefits every future run. When you discover a better way to structure a proposal or a more effective competitor analysis framework, you encode it once and benefit forever.
Your sales and marketing team stops reinventing the wheel with each project. Instead, they focus on strategy, relationships, and the creative work that AI can't do—while workflows handle the production that follows predictable patterns.
Ready to accelerate your sales and marketing? Start free with Clear Ideas and import these workflow templates today.