Steerco Workflows

The deck is just one step. Steerco runs the rest.

Steerco workflows pull from any of 600+ integrations or any public data source, run on the triggers your team defines, and stay on the record from first signal to final send.

  1. Trigger
    LinkedIn Aggregation
    At 09:00 AM, only on Monday
    Live
  2. Agent
    Personalization
    Identifies visitor segment from HubSpot…
  3. Agent
    Intent
    Scores behavior in real time as the visitor browses…
  4. Agent
    Specification
    Activates when a visitor saves, compares, or shares…
  5. Action
    Sale Enablement
    Triggers when a contact crosses the score…
Workflow running — step 02 of 05

Trusted by enterprise teams at

Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
The Pattern

Five stages. One workflow.

Every Steerco workflow follows the same five-stage pattern, end to end. The deliverable in the middle is just the moment most products stop. Steerco doesn’t.

01
Trigger

Signals from your stack or any public source. Set the threshold; Steerco watches.

02
Build

The deliverable is generated with full lineage on every claim.

03
Route

Approval chains run through your org, not a black box. Every edit attributed.

04
Send

Delivered with engagement tracking, watermarking, and a full send log.

05
Adapt

Response data tunes the next workflow run. The system gets sharper over time.

Where the data comes from

Anything you have. And anything public.

Steerco workflows can read from any of 600+ enterprise integrations — Salesforce, HubSpot, Gong, Snowflake, Looker, NetSuite, Workday, and the rest of the stack — and from any public data source on the internet. Every claim a workflow ships is linked back to where it came from at the moment it was pulled.

Sample workflow data sources
  • CRM (Salesforce, HubSpot) — pipeline, opportunity, and customer signals
  • CS platforms (Gainsight, Catalyst) — health, usage, renewal forecast
  • Conversational AI (Gong, Chorus) — voice-of-customer, deal risk
  • Data warehouse / BI (Snowflake, Looker, BigQuery) — the metrics layer
  • Finance & ops (NetSuite, Workday, SAP) — revenue, cost, supply
  • Public web — news, filings, market signals tied to the account
Workflow Examples

Four patterns running today. Hundreds more configurable.

A few of the workflows enterprise teams stand up first. Each follows the trigger → build → route → send → adapt pattern.

Customer Success
Trigger
Account usage drops 20% week-over-week
Build
Renewal review deck with full data lineage
Route
CSM → CRO sign-off, every edit attributed
Send
Delivered with per-slide engagement tracking
Adapt
Skipped slides reordered for the next account
Sales
Trigger
Stage 3 opportunity stalls beyond cycle median
Build
Stakeholder map + value-recap one-pager
Route
AE → manager review
Send
Sent to economic buyer with read receipts
Adapt
Future stalls trigger the same playbook automatically
Board & Investor
Trigger
Quarter close + KPI snapshot pulled
Build
Board book draft with segment commentary
Route
CEO/CFO sign-off chain, change history preserved
Send
Distributed to board portal with watermarking
Adapt
Director questions drive next quarter’s structure
Operations
Trigger
Supply variance breaches threshold in S&OP feed
Build
Exception briefing with root-cause data
Route
Ops lead → functional reviewers
Send
Sent to supply, demand, and finance stakeholders
Adapt
Recurring variance patterns generate standing alerts

Stand up your first workflow this quarter.

Bring one trigger you wish your team could watch in real time. We’ll wire it through the five stages, on your data, in 15 minutes.