- 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
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.
- LiveTriggerLinkedIn Aggregation
- AgentPersonalization
- AgentIntent
- AgentSpecification
- ActionSale Enablement
Trusted by enterprise teams at


















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.
Signals from your stack or any public source. Set the threshold; Steerco watches.
The deliverable is generated with full lineage on every claim.
Approval chains run through your org, not a black box. Every edit attributed.
Delivered with engagement tracking, watermarking, and a full send log.
Response data tunes the next workflow run. The system gets sharper over time.
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.
- → 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
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.
- 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
- 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
- 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.