Tarka
PlaybookGet Started

Tarka's B2B GTM Playbook

240 AI-first GTM plays. Setup once, run forever.

Works withClaude CodeOpenClawLetta CodeOpenAI CodexErgoly
$npx gtm-skills install# install all plays to your agent
$npx gtm-skills init# set your stack preferences
# MCP: https://tarka.ai/api/mcp

Every play starts as a local Smoke test — run it once with your agent to see if it produces results. Promote winners to always-on Baseline automation, scale to 10× at Scalable, then let Durable agents find the local maximum automatically. Never skip a level.

1

Smoke Test

1 week · Free

Run locally with your agent. See if the play produces any leading indicators before committing.

2

Baseline Run

2 weeks · ~$100–300

First always-on automation. The agent runs the play continuously and you track results over time.

3

Scalable Automation

2 months

Find the 10× multiplier. Scale volume and parallelize workflows without proportional effort.

4

Durable Intel

6+ months

Always-on AI agents that find the local maximum — weekly reports, automatic tweaks, continuous optimization.

PlaysDrillsFundamentals

Providers

Anthropic

56 fundamentals

Generate Account Brief via LLM

Generate an outreach-ready account brief with personalization hooks using an LLM

Claude API
Config

Generate Social Posts in Founder's Voice via LLM

Use an LLM API to generate social media posts in a founder's authentic voice

Claude API
Config

AI Guest Post Drafting

Generate guest article drafts via Anthropic API tailored to a target blog's style, audience, and editorial guidelines

Claude API
Config

Generate Workflow Optimization Suggestions

Use Claude API to generate personalized workflow optimization suggestions from user behavior data

Claude API
Advanced

Build GTM Agents with Claude

Build autonomous GTM agents using Claude that monitor metrics and execute plays

Claude API
Advanced

Claude API Patterns for GTM

Use the Claude API for GTM automation — content generation, lead scoring, and agent workflows

Claude API
Config

Compute Behavioral Clusters

Use Claude to cluster users into behavioral segments from feature-usage vectors and session patterns

Claude API
Advanced

Budget Navigation Response Generation

Generate a tailored budget navigation response matched to the objection root cause — find budget, restructure payment, or build internal justification

Claude API
Advanced

Budget Objection Classification

Classify a budget objection by root cause — distinguishing genuine budget constraints from proxy objections — and score urgency and navigability

Claude API
Advanced

Bundle Pricing Model

Generate bundle pricing structures that create joint value for both partners and their shared customers

Claude API
Setup

Business Case Generation

Generate a structured business case document from quantified pain data, ROI projections, and competitive context

Claude API
Advanced

Call Brief Generation

Use Claude to generate a structured meeting preparation brief from assembled account intelligence

Claude API
Config

Champion Engagement Scoring

Use Claude to analyze champion interactions and compute an engagement health score from CRM and email data

Claude API
Advanced

Change Resistance Diagnosis

Use Claude to classify change management objection root causes from call transcripts or CRM notes and assess organizational change readiness

Claude API
Advanced

Change Support Plan Generation

Use Claude to generate a tailored change management support plan matched to the prospect's diagnosed resistance factors and organizational profile

Claude API
Advanced

Compute Churn Risk Scores

Use Claude to compute weighted churn risk scores from behavioral signals and usage patterns

Claude API
Advanced

Generate Competitive Positioning Responses

Use Claude to generate tailored competitive positioning responses based on competitor identity, prospect pain profile, and historical win patterns

Claude API
Advanced

Consensus Score Computation

Compute a weighted consensus score across all stakeholders in a deal based on sentiment, influence, and alignment

Claude API
Advanced

Contract Comparison Generation

Generate a buyer-facing comparison document showing annual vs multi-year contract options with total cost, savings, and risk analysis

Claude API
Config

Cost of Delay Calculation

Use Claude to calculate the monthly and annual cost of delaying a purchase decision based on quantified pain data and timeline context

Claude API
Config

Deal Term Modeling

Generate multi-year deal structures with discount tiers, payment terms, and incentive packages tailored to a specific prospect's profile

Claude API
Advanced

Discovery Question Generation

Generate role-specific discovery questions for each stakeholder type using Claude API

Claude API
Config

Evaluate Experiment Results

Use Claude to evaluate A/B test results and decide whether to adopt, iterate, or revert

Claude API
Advanced

AI Gift Selection & Scoring

Use Claude to score and select the optimal gift type, value, and personalization for a prospect based on enrichment data

Claude API
Config

Generate Improvement Hypotheses

Use Claude to generate ranked improvement hypotheses from metric data and play context

Claude API
Advanced

Generate Price Objection Responses

Use Claude to generate tailored price objection responses based on objection root cause, deal context, and winning framework patterns

Claude API
Advanced

Pain Quantification Prompt

LLM prompt to estimate the annual dollar cost of a prospect's pain point using contextual clues from calls and enrichment data

Claude API
Config

Payment Structure Generation

Generate creative payment structures that help prospects fit a purchase into budget constraints without discounting

Claude API
Advanced

Pricing Presentation Scoring

Score a completed pricing presentation's effectiveness using deal outcome data, prospect engagement signals, and conversation analysis

Claude API
Config

Pricing Tier Generation

Generate Good/Better/Best pricing tier structures with value anchoring, discount guidelines, and presentation framing tailored to a specific prospect

Claude API
Advanced

Risk Mitigation Matching

Match identified deal risks to the best mitigation asset (case study, security doc, ROI proof, reference) using LLM analysis

Claude API
Config

ROI Accuracy Scoring

Compare projected ROI from sales cycle against realized ROI from customer data to calibrate model accuracy

Claude API
Advanced

ROI Model Generation

Generate a structured ROI model from prospect pain data, product pricing, and industry benchmarks

Claude API
Advanced

ROI Narrative Generation

Generate persona-specific ROI narratives that frame product value in the language of the target executive's role and priorities

Claude API
Advanced

Status Quo Cost Analysis

Use Claude to generate a comprehensive cost-of-staying analysis comparing total cost of current solution vs total cost of switching

Claude API
Advanced

Story Matching Scoring

Score and rank customer stories against a prospect profile to select the highest-resonance story for a demo

Claude API
Config

Story Narrative Generation

Generate a prospect-specific demo narrative that weaves product capabilities through a customer story matching the prospect's context

Claude API
Advanced

Strategic Alignment Mapping

Use LLM to map product value propositions to a prospect's known strategic initiatives, generating alignment narratives for executive stakeholders

Claude API
Config

Success Criteria Extraction

Use Claude to extract and generate measurable success criteria from discovery call transcripts, deal context, and product capabilities

Claude API
Advanced

Talk Proposal Generation

Use Claude to generate conference talk proposals tailored to specific CFP requirements and audience

Claude API
Config

Technical Demo Script Generation

Generate a prospect-tailored technical demo script covering architecture, APIs, security, and integration patterns

Claude API
Config

Generate Timing Objection Responses

Use Claude to generate tailored timing objection responses based on objection subtype, deal context, and urgency driver analysis

Claude API
Advanced

Newsletter Blurb Copywriting

Write a short co-marketing blurb optimized for placement in a partner's newsletter

Claude API
Setup

Technical Tutorial Authoring

Draft a developer tutorial with working code samples, repo links, and structured learning flow

Claude API
Config

AI Infographic Generation

Use an LLM to generate structured infographic content and render it as a shareable image via code

Claude API
Config

List Swap Email Authoring

Generate a full standalone email to send to a partner's email list as part of a list swap

Claude API
Setup

Partner Co-Marketing Brief

Generate a joint landing page, blog post, and email announcement for an integration launch with a partner

Claude API
Setup

Podcast Sponsor Ad Copy

Write host-read podcast ad scripts and talking points for paid sponsorship placements

Claude API
Config

Podcast Sponsor Rate Negotiation

Negotiate paid podcast sponsorship rates, packages, and terms with hosts or ad sales contacts

Claude API
Config

Create Analyst Briefing Document via LLM

Generate a structured one-pager briefing document for analyst or consultant meetings using the Anthropic API

Claude API
Config

Stakeholder Role Classification

Classify contacts into buying committee roles (Champion, Economic Buyer, Influencer, Blocker, End User) using AI

Claude API
Advanced

Stakeholder Sentiment Extraction

Extract per-stakeholder sentiment, priorities, and concerns from discovery call transcripts using Claude API

Claude API
Config

Extract Win/Loss Insights from Transcripts

Use Claude API to extract structured win/loss insights from interview transcripts and survey responses

Claude API
Config

POC Success Criteria Template

Generate a structured POC success criteria document with measurable outcomes, timeline, stakeholder responsibilities, and decision framework

Claude API
Config

Score Churn Risk from Support Ticket Patterns

Score accounts for churn risk based on support ticket patterns using LLM analysis

Claude API
Advanced

UGC Moderation API

Score and classify user-generated content for quality, relevance, and brand safety using AI

Claude API
Config

Clay

28 fundamentals

Community Directory Search

Search community directories and aggregators to discover alumni, campus, and professional org groups

Setup

Enrich Prospects with BANT Signals

Enrich prospects with BANT-relevant signals — budget indicators, org chart, tech spend, and timing triggers

Advanced

Clay Champion Signal Search

Search Clay for behavioral and firmographic signals that identify potential internal champions at target accounts

Config

Use Claygent for AI-Powered Research

Use Claygent AI agent to research prospects with natural language prompts

Intermediate

Find Companies in Clay

Use Clay to find companies matching your ICP criteria

Beginner

Manage Clay Credits

Monitor and optimize Clay credit usage to control enrichment costs

Beginner

Deduplicate Records in Clay

Prevent duplicate records and wasted enrichment credits in Clay

Beginner

Verify Emails in Clay

Verify email addresses before outreach to protect sender reputation

Beginner

Configure Clay Enrichment Waterfalls

Configure multi-provider enrichment waterfalls to maximize data coverage

Intermediate

Clay Intent Scoring

Build a weighted intent scoring model in Clay that combines first-party and third-party signals into a single priority score

Config

Enrich Leads with Intent Signals in Clay

Enrich leads with behavioral intent signals using Clay's data providers and Claygent

Advanced

Enrich Prospects with MEDDIC Signals

Enrich prospects with MEDDIC-relevant signals — org chart for economic buyer, decision process indicators, pain signals, and champion identification

Advanced

Find People in Clay

Find decision-makers and contacts at target companies using Clay

Beginner

Score Leads in Clay

Build lead scoring formulas in Clay to prioritize outreach

Intermediate

Set Up a Clay Table

Create and configure Clay tables for prospect enrichment workflows

Setup

Executive Research Enrichment

Enrich an executive contact with strategic priorities, recent news, earnings highlights, and competitive context using Clay and web research

Config

Conference CFP Search

Discover open call-for-papers (CFP) at developer conferences and meetups via web scraping and CFP aggregator APIs

Config

Event Attendee Enrichment

Extract and enrich attendee/speaker lists from event websites and platforms

Config

Event Discovery via API

Search for upcoming industry events, conferences, and meetups using web scraping and event platform APIs

Config

Marketplace Analytics Scraping

Scrape download counts, view stats, and ranking data from template marketplaces using Clay or direct APIs

Config

Integration Compatibility Assessment

Evaluate the technical feasibility and effort required to build a product integration with a partner

Config

Partner Newsletter Audit

Research a partner's newsletter to assess audience size, frequency, engagement, and fit for co-marketing

Setup

Podcast Host Enrichment

Enrich podcast host contact information using Clay waterfall enrichment

Config

Account Intelligence Assembly

Pull and merge account data from CRM, enrichment, news, and social sources into a single structured intelligence profile

Config

Analyst & Consultant Landscape Mapping

Identify and map industry analysts, consultants, and influencers who shape buyer decisions in a target market

Config

News Signal Search

Search for recent company news, funding, launches, and leadership changes via web APIs and Clay

Config

Org Chart Research

Research and reconstruct a target company's org chart using Clay, LinkedIn, and Apollo

Config

Tech Stack Detection

Detect a company's technology stack via BuiltWith, Wappalyzer, or Clay enrichment

Config

Google

22 fundamentals

Configure Google Ads Bidding Strategy

Choose and optimize Google Ads bidding strategies to maximize conversions within your budget.

Google Ads
Advanced

Set Up a Google Ads Campaign

Create a Google Ads campaign with proper structure via the Google Ads API

Google Ads
Intermediate

Set Up Google Ads Conversion Tracking

Implement conversion tracking for Google Ads to measure which actions lead to sign-ups, demos, and purchases

Google Ads
Intermediate

Build Google Display Network Audience Segments

Build and manage audience segments for Google Display Network campaigns via the Google Ads API

Google Ads
Intermediate

Set Up a Google Display Network Campaign

Create and configure Google Display Network campaigns for banner ads on industry sites and publications

Google Ads
Config

Research Google Ads Keywords

Find and organize high-intent keywords for Google Ads campaigns using keyword tools and competitive analysis.

Google Ads
Config

Set Up Google Performance Max Campaigns

Create Performance Max campaigns that use Google's AI to serve ads across Search, Display, YouTube, Gmail, and Maps from a single campaign.

Google Ads
Advanced

Run Google Ads Search Campaigns

Create and optimize Google Search campaigns that capture high-intent buyers actively searching for your solution.

Google Ads
Config

Mine Google Ads Search Query Reports

Extract and analyze actual search queries from Google Ads to find converting terms and new negative keywords

Google Ads
Config

Google Ads YouTube Audience Targeting

Configure YouTube video campaign audience targeting via Google Ads API (topics, placements, custom segments, affinity)

Google Ads
Config

Google Ads YouTube Creative

Create and manage YouTube video ad creatives (skippable in-stream, bumper, companion banners) via Google Ads API

Google Ads
Config

Google Ads YouTube Reporting

Pull YouTube video campaign performance metrics (views, VTR, CPV, conversions) via Google Ads API

Google Ads
Config

Google Ads YouTube Video Campaign

Create a YouTube Video campaign in Google Ads with proper ad group structure and bidding

Google Ads
Config

Chrome Extension Manifest

Build and configure a Chrome extension manifest.json with proper permissions, icons, and metadata

Chrome Extensions
Setup

Chrome Web Store API

Interact with the Chrome Web Store API to publish, update, and query extension listings

Chrome Web Store
Advanced

Chrome Web Store Listing Optimization

Optimize a Chrome Web Store listing for search visibility, install rate, and lead generation

Chrome Web Store
Config

Google Maps Place Search

Search Google Maps Places API for business locations by type and geography

Google Maps
Setup

Google Maps Route Planning

Plan optimized multi-stop routes for field visits using Google Maps Routes API

Google Maps
Setup

Send Push Notification via Firebase Cloud Messaging (FCM)

Send push notifications to mobile and web clients via Firebase Cloud Messaging HTTP v1 API

Firebase
Setup

Google Search Console API

Query Google Search Console API for indexation status, search queries, CTR, and position data

Search Console
Setup

PageSpeed Insights API

Measure Core Web Vitals and Lighthouse scores via the Google PageSpeed Insights API

PageSpeed Insights
Setup

Structured Data Validation

Validate and test Schema.org structured data (JSON-LD) for rich result eligibility

Rich Results Test
Config

PostHog

22 fundamentals

Detect Metric Anomalies in PostHog

Detect metric anomalies and trend shifts in PostHog using HogQL queries

Advanced

Create Cohorts in PostHog

Create user cohorts in PostHog for targeted analysis and action

Intermediate

Track Custom Events in PostHog

Define and implement custom events for GTM measurement in PostHog

Intermediate

Build GTM Dashboards in PostHog

Build PostHog dashboards for GTM performance monitoring

Intermediate

Run Experiments in PostHog

Run A/B experiments in PostHog to optimize GTM flows

Advanced

Use Feature Flags in PostHog

Use PostHog feature flags for controlled GTM feature rollouts

Intermediate

Build Conversion Funnels in PostHog

Create conversion funnels in PostHog to find GTM bottlenecks

Intermediate

Create a Persistent Holdout Group in PostHog

Create and manage a persistent holdout group in PostHog that is excluded from all experiments

Advanced

Set Up PostHog MCP Server

Install and configure the PostHog MCP server for Claude Code integration

Setup

Set Up PostHog for GTM Tracking

Set up a PostHog project with proper configuration for GTM tracking

Setup

Retention Analysis in PostHog

Query retention curves, cohort survival rates, and churn timing patterns from PostHog

Advanced

Use Session Recordings in PostHog

Use PostHog session recordings to understand user behavior

Beginner

Analyze User Paths in PostHog

Analyze user workflow sequences and navigation paths in PostHog to identify optimization opportunities

Advanced

PostHog Web Analytics

Query PostHog Web Analytics API for page-level traffic, bounce rate, session duration, and conversion data

Setup

Chrome Extension Analytics Setup

Instrument a Chrome extension with PostHog analytics to track installs, popup opens, and lead capture events

Config

Community Engagement Tracking

Track community engagement metrics (karma, replies, referral clicks) in a structured log

Setup

Gift Tracking & Attribution

Track gift delivery status and attribute downstream responses (meetings, replies, pipeline) to specific gift sends

Config

Creator Campaign Tracking

Track clicks, leads, and conversions from a creator-sponsored post using UTM links and PostHog

Setup

Newsletter Placement Tracking

Build UTM-tagged tracking links and PostHog events for individual paid newsletter placements

Setup

Podcast Sponsor Placement Tracking

Build tracked landing pages, vanity URLs, promo codes, and PostHog events for podcast sponsorship attribution

Setup

Podcast Tracking Links

Create UTM-tagged tracking links and vanity URLs for podcast guest appearances

Setup

Sandbox Usage Tracking

Capture and structure sandbox usage events in PostHog for engagement scoring and sales intelligence

Config

LinkedIn

17 fundamentals

Sync ABM Lists to LinkedIn Ads

Upload ABM target company lists to LinkedIn via the Marketing API for precision-targeted advertising

LinkedIn Ads
Intermediate

Configure LinkedIn Ads Audience Targeting

Build precise LinkedIn ad audiences using the Marketing API for B2B targeting

LinkedIn Ads
Intermediate

Optimize LinkedIn Ads Bidding

Configure and optimize your LinkedIn Ads bidding strategy to control costs and maximize ROI.

LinkedIn Ads
Advanced

Set Up a LinkedIn Ads Campaign

Create a LinkedIn advertising campaign via the Marketing API with proper structure and tracking

LinkedIn Ads
Intermediate

Create LinkedIn Ad Creative

Design effective LinkedIn ad creatives — images, copy, and CTAs — that resonate with B2B audiences and drive action.

LinkedIn Ads
Config

Create LinkedIn Lead Gen Forms

Create and manage LinkedIn Lead Gen Forms via the Marketing API to capture leads without a landing page

LinkedIn Ads
Intermediate

Measure LinkedIn Ads Performance

Set up conversion tracking and analyze LinkedIn Ads performance via the Marketing API

LinkedIn Ads
Intermediate

Set Up LinkedIn Thought Leader Ads

Configure LinkedIn Thought Leader Ads to promote personal profile posts as sponsored content via Campaign Manager

LinkedIn Ads
Config

Pull LinkedIn Analytics Programmatically

Pull LinkedIn post and profile analytics via API or analytics tools

LinkedIn Organic
Config

Capture LinkedIn DM Leads

Monitor LinkedIn DMs and connection requests to capture inbound leads from content

LinkedIn Organic
Config

Build LinkedIn Engagement Habits

Build engagement habits on LinkedIn to grow reach and generate pipeline

LinkedIn Organic
Beginner

Search LinkedIn Feeds for Commentable Posts

Search and browse LinkedIn feeds to find ICP-relevant posts worth commenting on

LinkedIn Organic
Config

Use Effective LinkedIn Post Formats

Master LinkedIn post formats that drive engagement and pipeline

LinkedIn Organic
Intermediate

Write Effective LinkedIn Hooks

Write scroll-stopping hooks for LinkedIn posts

LinkedIn Organic
Intermediate

Publish LinkedIn Posts Programmatically

Publish text, image, and document posts to LinkedIn via API or scheduling tools

LinkedIn Organic
Setup

Optimize Your LinkedIn Profile

Optimize your LinkedIn profile as a GTM channel for founder-led growth

LinkedIn Organic
Setup

Schedule LinkedIn Content

Schedule LinkedIn posts for consistent publishing cadence

LinkedIn Organic
Beginner

Attio

15 fundamentals

Automate Workflows in Attio

Set up Attio automations for deal routing, task creation, and notifications

Intermediate

Attio Champion Tracking

Create champion-specific custom attributes, lists, and automations in Attio for tracking champion status across deals

Config

Manage Contacts in Attio

Create and manage contact records in Attio with proper data hygiene

Beginner

Create Custom Attributes in Attio

Create and manage custom attributes on Attio objects for structured data like BANT scores

Config

Manage Deals in Attio

Create, update, and manage deals in Attio throughout the sales cycle

Beginner

Sync Health Scores to Attio

Write computed health scores and risk classifications to Attio company records

Config

Configure Lead Scoring in Attio

Configure lead scoring fields, computed attributes, and score-based automations in Attio

Config

Build Lists in Attio

Build and manage dynamic and static lists in Attio for segmentation

Beginner

Set Up Attio MCP Server

Install and configure the Attio MCP server for Claude Code integration

Setup

Attio Notes

Create and query structured notes on Attio records for logging interactions

Setup

Configure Your Attio Sales Pipeline

Configure your Attio sales pipeline with stages, required fields, and views

Setup

Build Reports in Attio

Build pipeline reports and dashboards in Attio for forecasting and performance tracking

Intermediate

Badge Scan Lead Import

Import badge scan and lead retrieval data from conference platforms into CRM

Config

Newsletter Rate Negotiation

Structure and negotiate paid newsletter sponsorship rates, packages, and terms

Config

Aggregate Competitive Intelligence from Win/Loss Data

Aggregate competitor mentions from win/loss data into a structured competitive intelligence database

Config

Dev Tools

11 fundamentals

Social Image Sizing

Resize and optimize images for each social platform's dimensions and file size limits

Sharp
Setup

crates.io Publish

Publish or update a Rust crate on crates.io with metadata optimized for discoverability

Cargo
Setup

Go Module Publish

Publish a Go module by tagging a release on GitHub and triggering the Go module proxy

Go Modules
Setup

Maven Central Publish

Publish a Java/Kotlin library to Maven Central via Sonatype OSSRH

Maven Central
Advanced

npm Package Publish

Publish or update a package on the npm registry with metadata optimized for discoverability

CLI
Setup

NuGet Package Publish

Publish or update a .NET package on NuGet.org with metadata optimized for discoverability

NuGet
Setup

PyPI Package Publish

Publish or update a Python package on PyPI with metadata optimized for discoverability

PyPI
Setup

Registry Download Tracking

Query download/install counts from package registries via their public APIs

Registry APIs
Setup

RubyGems Publish

Publish or update a Ruby gem on RubyGems.org with metadata optimized for discoverability

RubyGems
Setup

robots.txt Management

Audit, generate, and validate robots.txt rules for proper crawl control

Runtime
Setup

Sitemap Generation

Programmatically generate and submit XML sitemaps for bulk page indexation

Runtime
Setup

Intercom

11 fundamentals

Set Up Bots in Intercom

Configure Intercom bots for automated user engagement and support

Intermediate

Create Checklists in Intercom

Create and manage Intercom Checklists for guided in-app setup flows with auto-completion tracking

Config

Configure Intercom Fin AI Agent

Configure Intercom Fin AI Agent as a contextual in-product coaching surface that answers questions and guides users based on help content and user context

Config

Set Up Intercom Fin AI Agent

Configure Intercom Fin AI agent for automated support resolution

Config

Build Help Articles in Intercom

Create and organize help articles in Intercom for self-serve support

Beginner

Send In-App Messages with Intercom

Create targeted in-app messages in Intercom for user engagement

Intermediate

Sync Knowledge Base to Intercom

Sync and maintain knowledge sources that power Intercom Fin AI and Help Center

Config

Create Product Tours in Intercom

Build interactive product tours in Intercom for user onboarding

Intermediate

Set Up User Properties in Intercom

Configure user properties in Intercom for targeted messaging

Setup

Export Conversations from Intercom

Export support conversations and ticket data from Intercom via API for analysis

Setup

Auto-Tag Intercom Tickets

Auto-tag and categorize Intercom conversations by topic, severity, and sentiment

Config

Stripe

9 fundamentals

Billing Event Streaming

Stream billing events (subscriptions, invoices, usage) from Stripe to PostHog for analytics

Config

Payment Method Update Link

Generate a secure one-click link for customers to update their payment method without logging in

Config

Stripe Invoice Pay

Programmatically attempt payment on an open invoice or void/forgive a failed invoice

Config

Stripe Payment Failure Webhook

Configure Stripe webhooks to receive real-time payment failure events and extract failure metadata

Setup

Stripe Pricing Tables

Create and manage Stripe pricing tables and checkout sessions for plan selection

Setup

Stripe Payment Retry Schedule

Query and configure Stripe's automatic payment retry schedule and smart retries

Config

Stripe Subscription Management

Create, update, and manage Stripe subscriptions including plan changes, trials, and cancellations

Config

Stripe Subscription Status

Query subscription status, past-due state, and cancellation schedule from Stripe API

Setup

Stripe Usage Records

Report metered usage to Stripe Billing via the Meter Events API for usage-based pricing

Config

Instantly

8 fundamentals

Set Up Instantly for Cold Email

Set up Instantly accounts and sending domains for cold outreach

Setup

Create a Campaign in Instantly

Create and launch cold email campaigns in Instantly

Intermediate

Handle Replies in Instantly

Classify and route replies from cold email campaigns

Intermediate

Track Campaign Performance in Instantly

Track replies and campaign performance in Instantly via API

Beginner

Warm Up Email Accounts in Instantly

Warm up sending accounts to build sender reputation before campaigns

Setup

Creator Outreach Message

Send a sponsorship inquiry to a B2B creator via email or platform DM

Config

Media Pitch Email

Craft and send personalized pitch emails to journalists and newsletter editors for earned coverage

Config

Podcast Pitch Email

Send personalized podcast guest pitch emails to hosts via Instantly or manual send

Config

n8n

8 fundamentals

Integrate n8n with Your CRM

Connect n8n workflows to Attio CRM for automated data sync

Intermediate

Integrate n8n with Email Tools

Connect n8n to email tools for automated outreach workflows

Intermediate

Handle Errors in n8n Workflows

Add error handling and retry logic to n8n workflows

Intermediate

Set Up n8n MCP Server

Install and configure the n8n MCP server for Claude Code integration

Setup

Schedule Recurring Workflows in n8n

Build scheduled n8n workflows for recurring GTM tasks

Beginner

Configure n8n Triggers

Configure triggers to start n8n workflows from events, schedules, or webhooks

Beginner

Build Basic n8n Workflows

Create and structure n8n workflows for GTM automation

Beginner

UGC Submission Webhook

Receive and process user-generated content submissions via webhook endpoint

Config

Reddit

8 fundamentals

Reddit Ads — Audience Targeting

Configure subreddit, interest, keyword, and custom audience targeting for Reddit Ads campaigns

Reddit Ads
Config

Reddit Ads — Campaign Setup

Create and configure Reddit Ads campaigns, ad groups, and ads via the Reddit Ads API v3

Reddit Ads
Setup

Reddit Ads — Conversion Tracking

Set up Reddit Pixel and Conversions API (CAPI) for server-side conversion tracking

Reddit Ads
Config

Reddit Ads — Creative

Create Reddit ad creative (promoted posts) optimized for authenticity and community norms

Reddit Ads
Config

Reddit Ads — Reporting

Pull campaign performance metrics from Reddit Ads API for reporting and optimization

Reddit Ads
Setup

Reddit API — Read Operations

Read subreddit posts, comments, and search Reddit via the Reddit API (OAuth2)

Reddit API
Setup

Reddit API — Write Operations

Submit posts and comments to Reddit via the Reddit API (OAuth2)

Reddit API
Config

Subreddit Research

Discover and evaluate subreddits where your ICP is active using Reddit API and web research

Reddit API
Setup

GitHub

6 fundamentals

GitHub README Optimization

Write and push a README.md structured for developer engagement and lead capture via CTA

CLI
Config

GitHub Release Publish

Create a GitHub release with changelog, assets, and announcement body via CLI or API

CLI
Setup

GitHub Repo Create

Create a public GitHub repository with description, topics, and initial structure via CLI or API

CLI
Setup

GitHub Social Preview

Upload a custom social preview image (Open Graph) for a GitHub repository

API
Setup

GitHub Topics SEO

Optimize repository topics, description, and URL for GitHub search and Google indexing

CLI
Config

GitHub Traffic API

Fetch repository traffic data (views, clones, referrers, paths) via GitHub API

API
Setup

Meta

6 fundamentals

Cross-Platform Retargeting Sync

Sync retargeting audiences, exclusion lists, and conversion data across Meta, LinkedIn, and Google Ads via their APIs

Meta Ads
Advanced

Build Meta Ads Audiences

Create custom, lookalike, and interest-based audiences via the Meta Marketing API

Meta Ads
Intermediate

Set Up a Meta Ads Campaign

Create a Meta (Facebook/Instagram) ad campaign via the Marketing API

Meta Ads
Intermediate

Optimize Meta Ad Creative

Design and iterate on Meta ad creative — images, videos, and copy — to improve click-through rates and conversion rates.

Meta Ads
Advanced

Create Meta Lead Ads (Instant Forms)

Create and manage Meta Instant Forms (Lead Ads) via the Marketing API for in-feed lead capture

Meta Ads
Intermediate

Set Up Meta Pixel and Conversions API

Install Meta Pixel and configure the Conversions API for accurate tracking and attribution

Meta Ads
Intermediate

Product

6 fundamentals

Sample Data Schema Design

Design realistic sample data schemas that demonstrate product value for new user accounts

Product API
Config

Sandbox Environment Provision

Programmatically provision an isolated sandbox environment for a prospect via product API or infrastructure automation

Product API
Advanced

Seed Data Injection

Programmatically inject sample data records into a new user account via product API or database

Product API
Advanced

Template Catalog API

CRUD operations for a template catalog that lets users browse and install pre-built configurations

Product API
Config

POC Environment Configuration

Configure a POC environment with prospect-specific data, integrations, and success tracking instrumentation

Product API
Advanced

Share Widget Embed

Build and embed in-product share buttons and share cards with channel-specific formatting

UI Component
Config

Voice AI

6 fundamentals

Generate Personalized AI Avatar Videos via HeyGen API

Generate personalized AI avatar videos at scale via HeyGen API

Video API
Config

Generate Personalized Videos via Sendspark API

Generate personalized prospect videos at scale via Sendspark API with dynamic name/company insertion

Video API
Config

Generate Personalized Videos via Tavus API

Generate personalized AI videos at scale via Tavus record-once-personalize-many API

Video API
Config

AI Voice Generation

Clone a voice from audio samples and generate personalized voice messages at scale via TTS APIs

Voice API
Setup

LinkedIn Voice Note

Send personalized voice notes via LinkedIn messaging using automation tools or API integrations

Outreach
Config

Ringless Voicemail Drop

Deliver pre-recorded or AI-generated voice messages directly to a prospect's voicemail without ringing their phone

Ringless VM
Config

Webflow

6 fundamentals

Webflow CMS Bulk Operations

Create and update Webflow CMS items in bulk via API for programmatic page generation

Advanced

Manage Webflow CMS Collections

Manage Webflow CMS collections for dynamic content via the Webflow API

Intermediate

Set Up Webflow Forms

Create and configure forms in Webflow for lead capture, contact requests, and survey submissions with proper integrations.

Setup

Build Webflow Landing Pages

Design and launch high-converting landing pages in Webflow for campaigns, product launches, and lead generation.

Config

Webflow Site Redesign

Programmatically update Webflow site pages, styles, and content via the Webflow CMS and Designer API

Advanced

Bundle Landing Page Setup

Create a co-branded landing page for a partner bundle deal with tracking and checkout flow

Config

X

6 fundamentals

Twitter/X Ads Audience Targeting

Build and refine X Ads audiences using keywords, interests, follower lookalikes, and custom audiences

X Ads
Config

Twitter/X Ads Campaign Setup

Create and configure promoted tweet campaigns via the Twitter/X Ads API

X Ads
Setup

Twitter/X Ads Creative

Create and manage promoted tweet copy, media cards, and creative variants for X Ads campaigns

X Ads
Config

Twitter/X Ads Reporting

Pull campaign metrics, cost data, and conversion attribution from the X Ads API

X Ads
Config

Twitter/X Direct Messages

Send and monitor direct messages on Twitter/X via API or automation tools

X Organic
Config

Twitter/X Engagement

Engage with target prospects on Twitter/X through likes, replies, retweets, and quote posts

X Organic
Setup

Descript

5 fundamentals

Talk Content Repurposing

Extract blog posts, social clips, and quote graphics from recorded conference talks using AI transcription and editing

Config

Podcast Episode Repurposing

Extract short clips, audiograms, show notes, and social posts from a podcast episode recording

Config

Create Short Clips with Descript

Extract and publish short clips from longer recordings using Descript for social media and content marketing.

Config

Edit Video and Audio in Descript

Use Descript's text-based editor to edit video and audio content by editing the transcript — delete words to delete footage.

Config

Transcribe Content with Descript

Use Descript to transcribe video and audio files into searchable, editable text for repurposing content.

Setup

Lob

5 fundamentals

Lob Address Verify

Verify and standardize a US mailing address via the Lob Address Verification API

Setup

Lob Campaign Tracking

Track postcard delivery status and scan events via the Lob API

Config

Lob Postcard Send

Send a physical postcard to a recipient via the Lob Print & Mail API

Setup

Lob Template Create

Create a reusable HTML postcard template in Lob with merge variable placeholders

Config

PostGrid Postcard Send

Send a physical postcard to a recipient via the PostGrid Print & Mail API

Setup

Loom

5 fundamentals

Track Loom Video Analytics

Track video engagement data from Loom via API to prioritize follow-ups

Beginner

Embed Loom Video in Cold Email

Embed Loom video GIF thumbnails in cold emails for high-engagement outreach

Setup

Record Personalized Loom Videos for Prospect Outreach

Record personalized Loom videos for prospect outreach with naming conventions and CTA configuration

Setup

Record and Share Loom Videos

Create async video messages with Loom for demos, walkthroughs, and prospect outreach.

Setup

Manage Loom Video Library via API

Organize, tag, and manage a Loom video library at scale via the Loom API for structured tutorial collections

Config

Loops

5 fundamentals

A/B Test Emails in Loops

Run A/B tests on email subject lines and content in Loops

Intermediate

Manage Audiences in Loops

Set up and manage contact audiences in Loops for lifecycle email

Setup

Send Broadcast Emails in Loops

Send one-time broadcast emails to segments in Loops

Beginner

Create Automated Sequences in Loops

Build automated email sequences triggered by user actions in Loops

Intermediate

Send Transactional Emails with Loops

Send transactional emails through Loops API for consistent branding

Beginner

Quora

5 fundamentals

Quora Ads — Campaign Setup

Create and configure Quora Ads campaigns, ad sets, and ads via Quora Ads Manager and Conversion API

Quora Ads
Setup

Quora Ads — Conversion Tracking

Install the Quora Pixel, configure conversion events, and set up server-side Conversion API (CAPI) for Quora Ads attribution

Quora Ads
Setup

Quora Ads — Creative

Create Quora ad copy and image assets optimized for question-page context and problem-aware audiences

Quora Ads
Config

Quora Ads — Question & Topic Targeting

Configure Quora Ads question, topic, and keyword targeting to reach problem-aware audiences on specific question pages

Quora Ads
Config

Quora Ads — Reporting

Pull Quora Ads performance data for campaign analysis, budget decisions, and optimization

Quora Ads
Config

Twilio

5 fundamentals

SMS Conversation Routing

Route inbound SMS replies to CRM deals, classify sentiment, and trigger follow-up workflows

Config

SMS Delivery Tracking

Track SMS delivery status, read receipts, and response events via webhooks

Config

SMS Opt-Out Management

Handle opt-out requests, TCPA compliance, and consent tracking for SMS outreach

Config

SMS Phone Number Provisioning

Provision a phone number and register for A2P 10DLC compliance

Setup

SMS Provider Send

Send an SMS message to a single recipient via API

Setup

YouTube

5 fundamentals

YouTube Analytics API

Pull channel and video performance metrics via the YouTube Analytics API

Analytics API
Config

YouTube Data API v3 — Captions

Upload, update, and manage closed captions and subtitles via YouTube Data API v3

Data API
Config

YouTube Data API v3 — Video Metadata

Read and update video metadata (title, description, tags, thumbnails) via YouTube Data API v3

Data API
Config

YouTube Data API v3 — Video Upload

Upload a video to YouTube via the Data API v3 resumable upload endpoint

Data API
Config

YouTube Search and SEO Research

Research YouTube search keywords and analyze competitor video SEO using the Data API and third-party tools

Data API
Config

Ahrefs

4 fundamentals

Ahrefs Backlink Analysis API

Pull backlink profiles, new/lost backlinks, and referring domain data via the Ahrefs Site Explorer API

Config

Ahrefs Content Explorer API

Search for blogs accepting guest posts and analyze content opportunities via the Ahrefs Content Explorer API

Config

Ahrefs Keyword Research API

Discover long-tail keywords with search volume, difficulty, and SERP data via the Ahrefs API

Config

Ahrefs Rank Tracking API

Monitor keyword ranking positions over time via the Ahrefs Rank Tracker API

Config

Cal.com

4 fundamentals

Create and Share Cal.com Booking Links

Generate and distribute Cal.com booking links across your GTM channels for maximum meeting conversion.

Setup

Sync Cal.com with Your CRM

Connect Cal.com to Attio via webhooks and n8n so booked meetings automatically create or update CRM records

Intermediate

Configure Cal.com Event Types

Set up different meeting types in Cal.com via API -- discovery calls, demos, team meetings

Setup

Embed Cal.com Inline Scheduling Widget

Embed Cal.com scheduling widget inline on web pages, landing pages, and email CTAs

Setup

Rewardful

4 fundamentals

Affiliate Commission Configuration

Configure commission structures, tiers, and payout rules for an affiliate or reseller program

Config

Affiliate Link Generation

Generate, manage, and distribute unique affiliate tracking links and referral codes

Setup

Affiliate Payout Processing

Process, approve, and execute affiliate commission payouts

Config

Affiliate Program Setup

Create and configure an affiliate or reseller tracking program in your chosen platform

Setup

Apollo

3 fundamentals

Enrich Records with Apollo

Enrich contact and company records using Apollo's data

Beginner

Search for Prospects in Apollo

Search Apollo's database for prospects matching your ICP

Beginner

Create Outreach Sequences in Apollo

Set up multi-step outreach sequences in Apollo

Intermediate

G2

3 fundamentals

Directory Analytics Scraping

Pull listing analytics, ranking positions, and competitive data from software directories

Config

Directory Listing API

Create, update, and manage product listings on software directories via their APIs and vendor portals

Setup

Directory Review Monitoring

Monitor, fetch, and respond to product reviews across software directories via APIs and webhooks

Config

Gong

3 fundamentals

Set Up Gong Call Recording

Configure Gong to automatically record and analyze sales calls for coaching, deal intelligence, and process improvement.

Setup

Use Gong Deal Intelligence

Use Gong's API to analyze deal health, identify risks, and forecast outcomes from conversation data

Advanced

Gong Engagement Analysis

Extract engagement signals from Gong demo recordings to measure prospect attention, emotional connection, and storytelling effectiveness

Advanced

Microsoft

3 fundamentals

Set Up a Microsoft Advertising Search Campaign

Create and manage Microsoft Advertising (Bing) search campaigns via the Microsoft Advertising API

Microsoft Ads
Config

Set Up Microsoft Ads Conversion Tracking (UET)

Set up Universal Event Tracking (UET) and conversion goals for Microsoft Advertising campaigns

Microsoft Ads
Config

Brand Audit Scrape

Programmatically crawl and analyze a website's brand presentation including messaging, visual consistency, and conversion paths

Playwright
Setup

OneSignal

3 fundamentals

A/B Test Push Notifications via OneSignal

Run A/B tests on push notification content, timing, and targeting via OneSignal

Config

OneSignal Segment Management

Create, update, and query user segments in OneSignal for targeted push notification delivery

Config

Send Push Notification via OneSignal

Send a push notification to users or segments via the OneSignal REST API

Setup

Salesforce

3 fundamentals

Partner Marketplace Analytics API

Pull listing analytics (views, installs, conversions, rankings) from partner ecosystem marketplace developer portals

AppExchange
Config

Partner Marketplace Listing API

Create, update, and manage app listings on partner ecosystem marketplaces via their APIs and developer portals

AppExchange
Setup

Partner Marketplace Review API

Monitor, respond to, and request reviews on partner ecosystem marketplace listings

AppExchange
Config

Smartlead

3 fundamentals

Create a Campaign in Smartlead

Create and manage cold email campaigns in Smartlead

Intermediate

Set Up Inbox Rotation in Smartlead

Configure inbox rotation to distribute sends across multiple accounts

Intermediate

Warm Up Accounts in Smartlead

Warm up sending accounts using Smartlead's warmup network

Setup

Stack Exchange

3 fundamentals

Q&A Platform API -- Read Operations

Read questions, answers, tags, and user profiles from Q&A platforms (Stack Overflow, Quora, Dev.to)

API
Setup

Q&A Platform API -- Write Operations

Post answers on Q&A platforms (Stack Overflow, Dev.to) via their APIs

API
Config

Q&A Question Monitoring

Monitor Q&A platforms for new questions matching target keywords and tags via polling or RSS

API
Config

Airtable

2 fundamentals

Manage Content in Airtable

Use Airtable as a content calendar and asset management system for planning, tracking, and organizing marketing content.

Config

Airtable Universe Publish

Publish a base template to Airtable Universe with optimized description and CTA links

Setup

Buzzsprout

2 fundamentals

Podcast Episode Analytics

Pull episode download counts and listener metrics from podcast hosting platforms

Hosting
Config

Podcast Hosting Platform

Create, configure, and publish podcast episodes via hosting platform APIs (Buzzsprout, Transistor, RSS.com)

Hosting
Setup

Discord

2 fundamentals

Discord API Read

Read messages, channels, and member profiles from Discord servers via the Discord API

API
Setup

Discord API Write

Post messages, replies, and reactions in Discord channels via the Discord API

API
Setup

Fireflies

2 fundamentals

Extract Action Items with Fireflies

Extract action items, decisions, and follow-ups from meeting transcripts using Fireflies API

Intermediate

Set Up Fireflies Transcription

Configure Fireflies.ai to automatically join, record, and transcribe your meetings with searchable notes and summaries.

Setup

Ghost

2 fundamentals

Publish Blog Posts on Ghost

Create and publish blog content on Ghost CMS via the Admin API

Intermediate

Send Ghost Newsletters

Send email newsletters through Ghost's built-in newsletter feature via the Admin API

Intermediate

Notion

2 fundamentals

Creator Content Brief

Generate and send a structured content brief to a creator for a sponsored post

Config

Notion Template Publish

Publish a Notion template to the Notion Marketplace with optimized metadata and tracking links

Setup

OpenAI

2 fundamentals

OpenAI API Patterns for GTM

Use the OpenAI API for embeddings, content generation, and classification in GTM workflows

Config

OpenAI Embeddings for GTM

Use OpenAI embeddings for lead similarity, content matching, and semantic search in GTM

Advanced

Slack

2 fundamentals

Slack API Read

Read messages, channels, and user profiles from Slack workspaces via the Slack Web API

API
Setup

Slack API Write

Post messages, replies, and reactions in Slack channels via the Slack Web API

API
Setup

Typeform

2 fundamentals

Create Typeform Surveys

Build surveys and forms in Typeform for customer feedback, lead qualification, and research with branching logic.

Config

Create Win/Loss Survey in Typeform

Create a structured win/loss survey in Typeform with branching logic for won vs lost deals

Config

Video

2 fundamentals

Set Up OBS for Recording

Configure OBS Studio for recording webinars, demos, and content via command-line and config files

Studio
Setup

Record with Riverside

Use Riverside.fm for high-quality remote recording of interviews, podcasts, and webinars with separate audio/video tracks.

Recording
Setup

AdvertiseCast

1 fundamental

Podcast Sponsor Marketplace Search

Search podcast advertising marketplaces to find shows accepting paid sponsorships matching your ICP

Marketplace
Setup

Algolia

1 fundamental

Docs Search Analytics

Track and extract what users search for within docs site search and identify content gaps

Search
Config

Apple

1 fundamental

Podcast RSS Distribution

Submit and manage podcast RSS feed listings across Apple Podcasts, Spotify, and other major directories

Podcasts Connect
Setup

Bombora

1 fundamental

Third-Party Intent Data API

Ingest third-party buyer intent data from Bombora, G2, and other intent providers via API

Intent Data
Config

Browser

1 fundamental

Browser Push via Service Worker + VAPID

Set up browser push notifications using the Web Push API with VAPID keys and a service worker

Web Push API
Advanced

Common Room

1 fundamental

Slack/Discord Keyword Monitoring

Monitor Slack and Discord communities for keyword matches and route alerts to an engagement queue

Community
Config

Crossbeam

1 fundamental

Crossbeam Account Mapping

Use Crossbeam to find overlapping accounts between your CRM and a partner's CRM

Config

Dub

1 fundamental

Share Link Generation

Generate unique, tracked share URLs with attribution for viral loop tracking

Link Shortener
Setup

Expandi

1 fundamental

LinkedIn Automation Sequence

Automate LinkedIn connection requests and follow-up message sequences via LinkedIn automation tools

LinkedIn Automation
Config

Figma

1 fundamental

Figma Community Publish

Publish a design template or UI kit to Figma Community with optimized metadata and CTA links

Setup

Firecrawl

1 fundamental

Competitor Page Scraping

Scrape competitor product pages, pricing pages, and feature lists to extract structured competitive data

Web Scraping
Config

Giftsenda

1 fundamental

Giftsenda — Send Gift

Send a curated gift internationally via the Giftsenda API with delivery in 200+ countries

Config

Gumroad

1 fundamental

Gumroad Product Publish

Publish a digital product (template, tool, resource) to Gumroad with optimized listing and tracking

Setup

Knock

1 fundamental

Send Push Notifications via Knock

Send push notifications through Knock notification workflows with cross-channel orchestration

Notifications
Config

ListenNotes

1 fundamental

Podcast Directory Search

Search podcast directories to find shows matching topic, audience size, and guest format criteria

API
Setup

Luma

1 fundamental

Event Platform Management

Create, configure, and manage events on virtual and hybrid event platforms via API

Events
Config

Mention

1 fundamental

Media Monitoring API

Monitor media mentions, journalist requests, and PR opportunities via monitoring APIs and HARO-style platforms

Monitoring
Config

Mintlify

1 fundamental

Docs Platform Publishing

Create, update, and publish documentation pages via docs platform APIs (Mintlify, GitBook, ReadMe, Docusaurus, Fumadocs)

Docs
Setup

Muck Rack

1 fundamental

Media Database Search

Search journalist, newsletter, and publication databases to find media targets matching topic and audience criteria

PR Database
Setup

Orum

1 fundamental

Cloud Dialer Call

Initiate, log, and manage outbound sales calls via cloud dialer APIs

Config

OutGrow

1 fundamental

Create OutGrow Interactive Content

Build calculators, assessments, quizzes, and recommendation engines in OutGrow with lead capture and analytics

Config

Paved

1 fundamental

Newsletter Marketplace Search

Search newsletter advertising marketplaces to find paid sponsorship opportunities matching your ICP

Newsletter Marketplace
Setup

Plotly

1 fundamental

Data Visualization Rendering

Render data charts, graphs, and statistical visualizations as static images suitable for infographic embedding

Charts
Config

PR Newswire

1 fundamental

Press Release Distribution

Distribute press releases via wire services to reach journalists and publications at scale

Wire Service
Config

RB2B

1 fundamental

Website Visitor Identification

Identify anonymous website visitors at the company or contact level using reverse-IP and pixel-based identification tools

Visitor ID
Setup

Reachdesk

1 fundamental

Reachdesk — Send Gift

Send a physical gift, eGift, or branded swag to a prospect via the Reachdesk API

Config

Screaming Frog

1 fundamental

Screaming Frog SEO Spider — CLI Crawl

Crawl a website to discover broken links, redirect chains, missing metadata, and indexation issues

SEO Spider
Config

Sendoso

1 fundamental

Sendoso — Send Gift

Send a physical or digital gift to a prospect via the Sendoso REST API

Config

SparkToro

1 fundamental

Creator Discovery Search

Search for B2B creators and micro-influencers by audience, topic, and engagement metrics

Audience Research
Setup

Syften

1 fundamental

Reddit Keyword Monitoring

Monitor Reddit for keyword mentions using Syften, n8n Reddit node, or direct API polling

Monitoring
Config

Tally

1 fundamental

Create Tally Interactive Forms

Create interactive forms, calculators, and assessments in Tally with conditional logic and result screens

Setup

Tremendous

1 fundamental

Tremendous — Send Reward

Send a digital gift card or reward to a recipient via the Tremendous API

Setup

Vercel

1 fundamental

OG Meta Generation

Programmatically generate Open Graph meta tags and social share preview cards for product pages and shared content

OG Image
Setup