AI Sales Workflow Automation That Keeps Your Pipeline Moving
Most sales workflows break the moment someone forgets a step or a tool goes out of sync. Describe your process in plain English and Swan's AI GTM Engineer builds and runs it end to end. Your reps focus on selling. Swan handles everything else.
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Why Most Sales Teams Can't Scale Their Workflows
Your sales process depends on reps doing the right thing at the right time, every time. Without an AI GTM Engineer running it, one missed step means a cold lead, a lost deal, or a rep starting from scratch.
Workflows Live in Heads
Your best rep knows exactly what to do when a lead comes in. Your newest hire doesn't. The process isn't documented, isn't enforced, and breaks every time someone moves or goes on holiday.
Too Many Tools, Zero Coordination
Your CRM tracks deals. Your enrichment tool fills fields. Your sequencing tool sends emails. None of them talk to each other without manual handoffs or brittle automation chains. Every connection is a point of failure.
Reps Drown in Admin
CRM fields, routing leads, and checking enrichment data takes hours your reps should spend in conversations. Every minute on admin is a minute not moving deals forward.
Sales Workflow Automation That Runs From Signal to Closed Deal
Swan connects your entire sales stack, detects signals, and executes the right action at every stage. One workflow. Every tool. Zero gaps.
Detects Triggers Instantly
A lead submits a form, a deal changes stage, or a prospect visits pricing. Swan detects the signal, enriches the record, updates the CRM, and notifies the right rep in Slack. No delays, no missed handoffs.
Runs Your Entire Stack
Swan connects your CRM, enrichment providers, LinkedIn, Slack, and inbox into one coordinated workflow. Each step runs in the right order, with the right data. Swan reasons through edge cases instead of stopping at an error.
Reps Decide, Swan Executes
Swan handles every repeatable step and surfaces only the decisions that need a human. Reps approve outreach, review flagged accounts, and close deals. They stop doing work that should never have been theirs.
Let the numbers talk
Before & After Swan
Before Swan
A deal moves to Evaluation. Your rep manually checks for new stakeholders, copies contacts into HubSpot, Googles funding news, writes a brief from scratch, and sends it in Slack. Half the time they miss a decision-maker. The other half, they start with stale data.
After Swan
What took hours of manual prep takes seconds. Describe your sales workflow in plain English. Swan connects your stack, detects every trigger, and executes every step. Your reps get a brief. They never build one.
If You Can Write It,
Swan Can Build It.
Describe your sales workflow like you're explaining it to your team. Swan turns your words into a live GTM workflow instantly.
Intelligence,
Not Automation.
Traditional workflow tools execute fixed steps blindly. Swan evaluates context, analyzes multiple sources, and makes decisions the way a senior rep would.
Adapts in seconds,
not months.
Your sales process evolves as you learn what converts. Just tell Swan what changed and it adapts instantly.
Connects to Your Entire Sales Stack
CRM, enrichment providers, sequencing tools, LinkedIn, and Slack. Swan connects every tool in your sales process and keeps them coordinated without manual handoffs.
Loved by teams scaling smarter, not bigger
FAQs
What is an AI agent for sales workflow automation?
Swan is an AI GTM Engineer that monitors your entire stack, detects signals, and executes multi-step workflows without human intervention. Unlike static if-then automation, Swan reasons through edge cases and adapts when your process changes.
- Monitors triggers across your CRM, website, enrichment tools, and LinkedIn
- Executes multi-step workflows across tools in the right sequence
- Handles exceptions instead of stopping at an error
- Surfaces decisions that need human review with full context
- Updates workflow logic in seconds when you describe what needs to change
Swan gives your team an always-on GTM engineer that keeps your pipeline moving around the clock.
What triggers can Swan detect to start a workflow?
Swan connects to every source where buying signals appear in your sales process.
- Form submissions and inbound leads from your website or landing pages
- Deal stage changes and field updates in HubSpot or Salesforce
- Website visits to high-intent pages like pricing, demo, or case studies
- Job change alerts when a key contact moves to a new company
- Closed-lost account re-engagement after a defined time window
You define the triggers in plain English and Swan monitors all of them in parallel.
What actions can Swan take inside a workflow?
Swan can execute any combination of actions across your connected tools.
- Enrich contacts and accounts from connected enrichment providers
- Update CRM fields, create tasks, log notes, and change deal stages
- Route leads and deals to the right rep based on territory or account ownership
- Send research briefs and alerts to reps in Slack with recommended next steps
- Score accounts against your ICP and flag high-priority deals for immediate action
Describe the actions you want and Swan builds the workflow end to end.
Can Swan handle different workflows for different segments or territories?
Yes. Swan runs separate workflows for enterprise, mid-market, inbound, and outbound based on any logic you define.
- Routes enterprise leads through a higher-touch research and stakeholder mapping flow
- Sends mid-market leads directly to a rep with a lightweight brief
- Applies different ICP scoring thresholds by segment or deal size
- Assigns workflows to specific reps based on territory, vertical, or account ownership
- Updates segment logic in plain English without touching any workflow builder
Describe how your process differs by segment and Swan applies the right workflow to every deal.
How long does it take to set up a sales workflow in Swan?
Most workflows are live in under five minutes from a plain English description.
- Describe the trigger, the steps, and the outcome in plain English
- Swan proposes the workflow and the tools it will use before activating
- You review and approve before anything runs
- Changes to live workflows take seconds, just tell Swan what to adjust
- No code, no flowchart builders, no engineering tickets required
If you can explain your sales process to a new hire, you can build it in Swan.