What Part of Your Workflow Would You Automate? | RevGenius

What Part of Your Workflow Would You Automate?

@channel What Would You Automate If You Could? Okay, let’s flip it. We’ve talked about the guesswork. The chaos. The forecast freakouts. Now let’s talk about relief. If Growth AI could automate just one part of your workflow right now… 👉 What would it be? Call it your “set me free” moment. 📊 Updating the forecast 10 times a week? 📅 Cross-functional alignment meetings that go nowhere? 📥 Manual QBR prep that eats your Sunday? Drop it below 👇 and let’s crowdsource what freedom looks likes.

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21 comments

Hashim A.
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Territory and capacity planning
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Melvin A.
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We could automation almost everything within the scope by custom AI agent development
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Melissa McCready
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ICP market coverage, territory planning, pricing models.
Thiago B.
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I believe that must be tools for that but lead generation and outreach is a pain for me and I would love to automate that so I can focus on follow ups.
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Job searching (I actually built an AI agent to apply for jobs on my behalf and learn about me and jobs I want)
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Rajagopalan S.
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CRM clean up ! If I can get to know what's breaking, clear my duplicates and have the right fill rates - it will make my Forecasting and any other analysis only better. Otherwise, I am dependent on fixing the errors first before moving ahead.
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Surya
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Reports for sure.
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Jonas S.
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Melissa McCready nice to meet you - what do u mean with icp coverage and Territory planning specifically? Thanks
Gina G.
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I’m sure there’s more than this that you all wish you could automate!! Mike C. Mike W. Eric J. - do you guys have anything you’d automate?
Gina G.
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Nicholas P.?
Koen V.
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For me also CRM - Picture Your Personal Growth AI that keeps the CRM pristine. It dedupes contacts, fills missing fields, closes zombie deals, and applies the right tags while I sleep. Goodbye Sunday-night data-cleanup grind! 😎 🎸
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Mike W.
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Sorry Gina G. and Jared R. it’s been a crazy week! Manual QBR prep that eats my Sunday 😭 100%. Pulling data from five tools, cleaning it up, building slides… it’s hours of work that could be automated. If Growth AI could handle that, I’d actually get my weekend back and show up Monday ready to lead, not recover! That is definitely my biggest (although already mentioned)
Mike W.
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I do agree with Koen V. and Rajalakshmi V. cleaning up CRM/Chasing down pipeline updates from the team. I spend way too much time following up on deal status, next steps, and close dates just to get a halfway accurate view of reality. If Growth AI could automatically gather and summarize pipeline changes with context, that would be a game-changer too.
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Karthi R.
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Ben C. would be curious to hear your thoughts
Jared R.
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this is great
Koen V.
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And if we go full turbo on automation… Pipeline health check – Nightly CRM sweep flags silent deals and bloated stages, pings reps with next-best moves. Monday dashboard means stand-ups focus on real blockers. RevOps reporting – AI pulls from HubSpot, GA, Stripe. Cleans it. Drops a board-ready deck and Slack digest every Friday at 09:00. No more spreadsheet marathons. If that hits the mark, the next two dominoes I’d love to knock over: dynamic pricing tweaks and contract/invoice admin.
Julia K.
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CRM- Automatic merge of duplicate leads based on which one was created first. Instead of blocking lead conversion based on duplicates, convert and attach the new contact to the existing account.
danita f.
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Julia K. LeanData can do this according to the logic rules you build!
Sarah S.
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Late to this thread but love the question. I would automate the process of turning event registration lists into account-based, ICP-filtered leads aligned with territories, with all the tagging and campaign memberships done.
Melissa McCready
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LeanData is the best one out there for this. It can be built manually as well for routing along with tools like Cloudingo (low cost). As for forecasting and building out models where you can see the forecasting changes based on pipe, check out Outset
Jared R.
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Melissa McCready check out xfactor.io !!
Sarah S.
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Melissa McCready I've looked at Leandata and like what they offer but I'm talking about automating the entire thing from soup to nuts for large list uploads - data cleaning, mapping to existing records, account and contact data enrichment, hierarchy building/correction, etc. I think that would require a fairly complex stack?