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.

Agents and Workflow Tools

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.

Data and Enrichment

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 products and ICPs - define what you sell and who buys it so scoring, research, and automation have the right context.
Configure propensity scoring and signals - define buying signals, test account scoring, and enable automatic scoring.
Configure AI auto-fill and backfill CRM data - mark fields AI-fillable, choose the field-task model, run Backfill CRM, and verify updates.
Configure pipelines and stages - review CRM pipeline visibility, stage durations, and entry and exit criteria.
Configure health scoring guidelines - customize the score definitions GTM Engine uses when evaluating deal health.
Configure sales methodology - choose or customize the qualification framework used in opportunity analysis.
Configure fiscal year start - align reporting and forecasts to your operating calendar.
Configure forecast categories - choose CRM forecast categories or stages as the forecast source and map them to GTM Engine buckets.
Use Top Target Accounts - review high-propensity accounts that are ready for new pipeline or worth re-engaging.
Prioritize opportunity engagement - find open deals that need follow-up based on recent buyer engagement.
Use the pipeline management dashboard - review opportunities by pipeline stage and keep deal data current.
Use the team performance dashboard - compare quota attainment, pipeline coverage, win rate, and pipeline health across teams and reps.
Use the forecast action priority matrix - identify safe bets, acceleration opportunities, urgent risks, and lower-priority deals.
Plan forecast scenarios - build paths to target, check risk-adjusted totals, submit an official path, and co-build with Genie.
Use the activity timeline - review meetings, emails, LinkedIn touches, and other activity in timeline or list view.
Manage opportunity contacts - connect the right stakeholders to each deal and review contact-level signals.

Recommended Automations

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

Integrations and Notifications

Install and administer the Salesforce managed package - install the package, authorize Salesforce, verify access, and troubleshoot admin setup.
Use the GTM Engine Call Recorder - enable the built-in recording bot, choose which meetings to record, and customize the bot name and image.
Use sales coaching - configure stage playbooks, review timestamped coaching moments, and prioritize manager coaching.
Install and use the Slack bot - install the official GTM Engine Slack app, review bot capabilities, and configure custom Slack or Teams agents when needed.
Configure Slack and email notifications - turn standard product alerts on or off across Slack and email, choose recipients, and learn when to use Automation for advanced rules.
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.