GTM workflow automation
Build the workflow once. Let the cloud keep running it.
Create sourcing, enrichment, research, scoring, validation, and routing systems in a visual workspace—or ask a coding agent to build the same editable workflow faster.
The automation starts where the prompt ends.
A prompt can produce a result. A GTM automation needs to keep working when inputs arrive late, a provider fails, data is ambiguous, or a human needs to approve the next step. That requires explicit state, retries, logs, and ownership.
gtmcli combines the table-based interface GTM operators expect with agent-accessible tools and a persistent cloud runtime. Humans can build and inspect the system visually; agents can accelerate setup, transformations, and maintenance.
The safest pattern separates research and recommendation from high-impact external writes. Let the system prepare qualified records, preserve evidence, and request approval before it changes a CRM or launches outreach.
What you can build
One workspace from source to finished workflow.
01
Scheduled prospecting
Refresh an audience daily, weekly, or on another cron schedule with the same documented rules.
02
Webhook enrichment
Receive product, CRM, or form events and enrich the person or company as soon as the event arrives.
03
CSV operations
Turn recurring spreadsheet handoffs into mapped, validated, reusable workflows with visible results.
04
Apify sourcing
Use an Actor to start a list, normalize its dataset, enrich the rows, and run the play on a schedule.
05
Code and models
Add custom code columns, external APIs, or open-source model steps without leaving the workspace.
06
Governed delivery
Route accepted records to supported sequencers and tools, with review gates for sensitive actions.
How it works
Design for the second run, not the demo.
- 01
Define the contract
Specify the trigger, required inputs, accepted output, owners, and what the workflow must never do automatically.
- 02
Build the happy path
Create the visual table, enrichment order, custom logic, and destination mapping.
- 03
Handle failure states
Add retry limits, duplicate rules, no-match branches, confidence thresholds, and human review queues.
- 04
Observe the system
Track volume, match rate, accepted records, cost, latency, failures, and downstream outcomes over time.
Agent prompt
Every weekday at 8:00 AM, run the Apify Actor for new cybersecurity companies. Enrich company and VP-level contacts, validate emails, score ICP fit, deduplicate against the CRM, and queue accepted rows for approval.
✓ Editable workflow ready for review
Compare approaches
A repeatable workflow has operational bones
| Layer | One-off task | GTM automation |
|---|---|---|
| Trigger | Manual prompt or file | Schedule, webhook, API, CSV, or Actor |
| Logic | Implicit in one person's steps | Visible columns, code, rules, and versions |
| Failure | Operator notices eventually | Retries, branches, status, and review queues |
| Output | Downloaded list | Qualified record routed with evidence |
| Learning | Anecdotal | Match rate, cost, exceptions, and outcome metrics |
Frequently asked questions
Straight answers before you build.
What is GTM automation?
GTM automation turns repeatable revenue work—such as sourcing, enrichment, scoring, routing, research, CRM updates, and campaign preparation—into a system with explicit triggers, rules, outputs, and monitoring.
How is GTM automation different from a one-time lead list?
A list is an artifact from one run. An automation has a trigger, repeatable logic, state, retries, logs, and a destination. It can receive new inputs and keep producing governed outputs without rebuilding the process each time.
Can I build workflows in a visual interface?
Yes. gtmcli is a Clay-like visual workspace. Agents are an accelerator, not the only interface: anything they build remains available for operators to inspect, edit, rerun, and reuse in the UI.
What can trigger a gtmcli workflow?
A workflow can begin from a schedule, webhook, CSV import, API event, visual action, or Apify Actor. High-impact downstream actions should use approval gates where appropriate.
Which coding agents can work with gtmcli?
gtmcli is designed for MCP-, CLI-, and API-capable coding agents including Claude Code, Codex, Cursor, OpenCode, Grok, and Hermes Agent.