Guides

Practical walkthroughs for building, running, debugging, and extending GTM Engine automations.

Guides are task-oriented walkthroughs. Use them after you understand the core concepts and want to build or operate something real in GTM Engine.

Most guides assume you have completed Getting started and have either a connected CRM or the built-in GTM Engine CRM enabled.

Core Workflow Guides

Trigger a workflow on opportunity stage change - run a workflow automatically when an opportunity moves into a target stage.
Run a workflow over many records - launch bulk workflow runs, track progress in Batch History, and rerun failures.
Debug a failed workflow run - inspect Diagnostics, Runs, variables, schema failures, and rerun options.
Use variables and Liquid safely - practical examples for inputs.*, steps.*, filters, arrays, and For Each mappings.

Use a workflow as a tool inside an agent - expose a published workflow to an agent and test the tool call.
Build a multi-tool agent - combine core tools and workflow tools, inspect traces, and keep the tool set focused.

Import and enrich a list of prospects - upload a CSV, deduplicate against your org, and run enrichment.
Build an outbound prospecting workflow - find prospects, loop through contacts, enrich, generate messaging, and optionally enroll in Instantly.
Configure AI auto-fill and backfill CRM data - mark fields AI-fillable, choose the field-task model, run Backfill CRM, and verify updates.

Install and customize a recommended automation - copy a system workflow, review trigger templates, publish, and test.

Use the GTM Engine Call Recorder - enable the built-in recording bot, choose which meetings to record, and customize the bot name and image.
Buy & Warm Sending Domains - buy or connect dedicated sending domains, create mailboxes, and warm them up for native cold outbound.
Send a scheduled campaign - broadcast a newsletter, announcement, or release note to an audience at a scheduled time.
Auto-enroll contacts into a Live Campaign - set up CRM-event enrollment triggers (e.g. opportunity closed-lost) to automatically enroll associated contacts.
Send a Slack or email notification from a workflow - configure side-effect tasks, insert variables, and test safely.
Publish content to Sanity from a workflow - fetch the schema, build a document, and publish it.

For deeper background on the building blocks these guides use, see Concepts and the Task reference.