Sales · workflows we automate

Repetitive sales work,
automated.

Spion records the repetitive sales tasks your team does by hand — pulling pipeline reports, calculating quota attainment, routing inbound leads, logging call dispositions — finds the pattern with AI, and exports a ready-to-run automation to Claude, Workato, Make, Zapier or n8n. Here are the sales workflows we automate most.

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By The Spion teamLast updated June 14, 2026Recorded by you, not imposed on you
Worked example
Case 01 ~12 min/wk → 0

Pull the weekly pipeline reportHubSpot + Google Sheets + Slack

The Monday metrics ritual, retired.

What Spion observed
  1. Open HubSpot → Deals, filter to this quarter.
  2. Export the view.
  3. Open the "GTM Metrics" sheet, paste into a new tab.
  4. Write a SUMIF for weighted pipeline.
  5. Copy the total.
  6. Switch to Slack.
  7. Type the update in #revenue.
8 steps · ~12 min · every Monday
What Spion runs
  1. Query HubSpot deals for the quarter via API.
  2. Write them to the "GTM Metrics" sheet, this week's row.
  3. Compute weighted pipeline and flag any deal that slipped a stage.
  4. Post the digest to #revenue and @-mention the owner of anything stalled.
4 steps · unattended · 0 typos
The Workato recipeGet ↓
Trigger · Scheduler, every Monday 08:00.

1. HubSpot · Search deals (all pipelines, close date this quarter); read amount, stage, probability, owner.
2. Formula · weighted pipeline = Σ(amount × stage probability); detect any deal whose stage moved backward vs last week.
3. Google Sheets · Add row to "GTM Metrics": week, total, weighted, deal count, slipped count.
4. Slack · Post to #revenue, @mention the owner of every stalled or slipped deal.
5. On error · alert #revops and retry once after 5 minutes.
Best exportWorkato or Zapier for the plumbing; Claude for the digest wording.
Case 02~18 min/mo → 0

Calculate OTE attainment per repSalesforce + Google Sheets

Quota math without the copy-paste.

View workflow →
What Spion observed
  1. Salesforce → report: closed-won by owner, this quarter.
  2. Export CSV.
  3. Open "Comp Tracker" sheet, paste.
  4. Look up each rep's quota.
  5. Divide, format %.
  6. Color the reds.
6 steps · ~18 min · monthly
What Spion runs
  1. Query closed-won grouped by owner.
  2. Join each owner to the Quotas tab.
  3. Compute attainment % vs quarter-elapsed pace.
  4. Write a row per rep; flag anyone below 70% of pace.
4 steps · unattended
The Workato recipeGet ↓
Trigger · Scheduler, 1st of the month 07:00.

1. Salesforce · Search Opportunities (Closed Won, this quarter), grouped by Owner.
2. Google Sheets · Read the "Quotas" tab for each rep's annual number.
3. Formula · attainment % = closed-won ÷ (quota × fraction of quarter elapsed); flag anyone below 70% of pace.
4. Google Sheets · Upsert one row per rep in "Comp Tracker": closed-won, quota, attainment %, flag.
5. Slack · @mention the manager of anyone below pace (added by Spion).
Best exportWorkato / Make (Salesforce + Sheets); Claude for the commentary.
Case 03~6 min/lead → 0

Route inbound leadsHubSpot form → Slack

Assign, task, notify — instantly.

View workflow →
What Spion observed
  1. Form submits.
  2. Open the HubSpot contact.
  3. Check territory/company size.
  4. Assign an owner (round-robin).
  5. Create a follow-up task.
  6. Post to #inbound-leads.
6 steps · ~6 min · per lead, dozens/week
What Spion runs
  1. On new form submit, enrich + score.
  2. Assign by territory/round-robin rules.
  3. Create the follow-up task.
  4. Post to Slack and @the owner.
4 steps · unattended
The Zapier ZapGet ↓
Trigger · HubSpot, New Form Submission.

1. Code by Zapier · enrich the contact (company, size) and apply the lead score.
2. Filter · continue only when the score clears the routing threshold.
3. Paths · pick an owner by territory rule; fall back to round-robin when none matches.
4. HubSpot · Create Task on the owner: "Follow up within 1 business day".
5. Slack · Send Channel Message to #inbound-leads: summary, score, source, @owner.
Best exportZapier or Workato.
Case 04~25 min/day → 0

Log call dispositions after a dialing blockOutreach + Salesforce

Stop retyping every call recap.

View workflow →
What Spion observed
  1. Open the record.
  2. Set the disposition.
  3. Type a note.
  4. Set the next step + date.
For each contact · ~25 min · every dialing block
What Spion runs
  1. Read the dialing session.
  2. Draft a disposition + summary per contact with Claude.
  3. Write to Salesforce.
  4. Create the next task with a due date.
4 steps · unattended
The Claude promptGet ↓
Role: SDR enablement engineer.
Input: every contact and call note from one Outreach dialing session.

For each contact, build this workflow:
1. Classify the disposition: Connected, No answer, Left voicemail, Not interested, or Meeting booked.
2. Write a one-line summary from the notes (objection raised, next step agreed, or reason for no answer).
3. Update the Salesforce record: disposition, last activity, and a logged call with the summary.
4. Create the next-step task with a due date: callback in 2 days for No answer, send a recap today for Meeting booked, nurture in 30 days for Not interested.
5. Flag any contact whose notes mention a competitor or a pricing objection for the AE (added by Spion).
Best exportClaude for the summaries; Workato to write back to Salesforce.
More by team
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Questions

Most people we record have five or six rituals like the ones above.

Repetitive browser work: CRM and data entry, recurring reports, onboarding and offboarding, reconciliation, lead routing, and ticket triage. If you do it the same way in your browser more than once a week, Spion can usually record it.

No. You record the task once; Spion writes the automation for you to drop into Claude, Workato, Make, Zapier, or n8n — or gives you a step-by-step PDF guide instead.

Spion records whatever you do in the browser, so any web app works — Salesforce, HubSpot, Google Sheets, Slack, Jira, Zendesk, QuickBooks, NetSuite and the rest. The export targets your automation platform of choice.

Your recordings and saved workflows live in your browser. Captured steps are sent only to generate your suggestion and aren't stored on Spion's servers afterward. Full details in our Privacy Policy.

Most people we record have five or six repeating rituals like the ones on this page.

Free for 5 recordings a month, with every export format and full AI analysis included. Pro is $9/mo (20 recordings) and Ultra is $19/mo (50). Paid plans add volume, not features. See pricing.

Record one ritual.
Retire it for good.

Pick the workflow you do most. Record it once, and Spion exports the automation — recorded by you, not imposed on you.

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