Sales enablement
The following pre-built resources support Sales enablement use cases. Use them individually or in combination to build AI-powered workflows for common orchestration scenarios.
MCP servers
Salesforce Sales Explorer
Search for records, retrieve details, create new entries, and update existing information.
HubSpot CRM
Find, create, update, and archive contacts, companies, deals, and tickets, and manage connections.
Outreach Sales Engagement
Discover and build sequences, manage prospects and accounts, review activity, and execute enrollment operations.
Gong
Retrieve conversation history, call recordings, transcripts, and participant information.
Post Meeting Actions
Resolve the Salesforce record for a completed call, retrieve its transcript, generate a methodology-mapped summary, write it to Salesforce, and draft or send a follow-up email.
Calendly
Book and cancel meetings, retrieve invitee context, share scheduling links, and manage event type availability.
Google Meet
Retrieve conference records, participants, attendance, recordings, transcripts, and smart notes, and set up persistent meeting Spaces.
ZoomInfo B2B Intelligence
Find companies and contacts, discover accounts showing buying intent, enrich records with full profiles, retrieve intent signals, news, scoops, corporate hierarchy, organization charts, and technology stacks.
Clay Contact & Company Explorer
Look up company and contact data for prospecting, including firmographics, funding, and professional profiles.
Waterfall Lead Enrichment
Enrich leads across ZoomInfo, Apollo.io, and LeadIQ into one confidence-scored, auditable record you review before saving.
Highspot
Browse plays, access decks and battle cards, track pitch engagement, and get instant answers.
Gmail
Retrieve full email content and attachments, compose and send emails, and manage your inbox state.
Outlook Email
Find and review conversations, summarize email content, draft and send messages, organize your inbox with folders and categories, and manage attachments.
Google Contacts
Search, retrieve, create, update, and delete contacts and contact groups.
Outlook Contacts
Search, retrieve, create, update, delete, and organize contact records, manage contact folders, deduplicate contacts, and apply Outlook categories.
Google Docs
Author content, apply edits, propose suggestions, manage comments, and surface mentions.
Google Slides
Discover presentations, analyze slide content, manage slide structure, manage review feedback, and make targeted content updates.
Microsoft PowerPoint
Read and summarize slide content, manipulate presentation structure, update text, and manage speaker notes.
Workato Genies
Rep Genie
Automates sales workflows including call follow-up, CRM updates, call preparation, account planning, coaching insights, and daily digests for reps and managers.
CPQ Genie
Automates quote creation and contract amendments in Salesforce CPQ through guided workflows that enforce business rules and validation.
Explore all resources
- MCP server registry: Browse all available prebuilt MCP servers
- Workato Genies: Browse all available prebuilt genies
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