Typed, inspectable workflows.
Plans for revenue, engineering, strategy, and executive reporting — every one readable end to end. Move from ad-hoc prompts to repeatable, auditable execution.
13
Live plans
8
Categories
25
Audiences
Showing 13 of 13 plans
Revenue Workflows
40 lines
Meeting Notes Extractor
Find the most recent completed meeting with a customer and extract a structured summary, next steps, participants, pain points, and key decisions.
MCP
Outputs
Meeting summary
Next steps with owners
Pain points
Executive Intelligence
311 lines
CEO Weekly Report
Read a week of Slack across sales, dev, leadership, and health-check channels, extract a per-department pulse, and synthesize a polished executive brief for the CEO.
MCP
Outputs
Executive summary
Department pulses
Decisions required
Customer Success
221 lines
Customer Health Report
Query BigQuery for a tenant's server usage, daily trend, tool breakdown, user activity, and error patterns, then synthesize an executive customer-health report.
MCP
Outputs
Health overview
Risk flags
Adoption gaps
Customer Success
100 lines
Customer Slack Signals
Read the internal and shared external Slack channels for an account, extract every meaningful signal with a permalink, and produce a health verdict with action items.
MCP
Outputs
Signal log with permalinks
Executive verdict
Top themes
Customer Success
135 lines
Tenant Usage Report
Pull a tenant's full telemetry from BigQuery — active users, tool calls, audit events, daily activity, and error patterns — and write a data-grounded executive summary.
MCP
Outputs
Active users
Tool-call breakdown
Audit summary
Marketing Analytics
96 lines
GA4 Traffic Report
Pull GA4 acquisition, engagement, and cohort-retention data through an API connection point and turn it into chart-ready, day-by-day structured insights.
API CP
Outputs
Acquisition insights
Engagement insights
Retention cohorts
IT & Operations
136 lines
IT Ops Onboarding
Turn a 'Create User' form submission into a full new-hire provisioning run — create the Microsoft Entra ID identity, open the Jira access tickets, branch on manager vs. contributor for Slack setup, and send a welcome email generated from the actual run.
MCP
Outputs
Entra ID identity
Jira onboarding tickets
Slack channel / profile setup
Platform Analytics
207 lines
MCP Server Insights
Profile a single MCP server across every tenant — usage, daily trend, tool breakdown, error patterns, and top users — and synthesize a health and adoption summary.
MCP
Outputs
Tenant breakdown
Daily trend
Error patterns
Platform Analytics
34 lines
MCP Fleet Overview
Aggregate the last 30 days of MCP telemetry across every server and category into a single ranked table of calls, errors, connections, and active users.
MCP
Outputs
Ranked server table
Error rates
Connection status
Revenue Workflows
126 lines
Pre-Call Prep
Pull the upcoming calendar event, mine every past Avoma meeting with the account, reconcile Salesforce contacts, and synthesize a single pre-call prep document.
MCP
Outputs
Executive summary
Recurring pain points
Open action items
Product Intelligence
187 lines
Voice of Customer Research
Scan recent customer calls for a target keyword, extract the exact quotes around it, synthesize an opinionated answer to a research question, and publish it to Google Drive.
MCP
Outputs
Executive summary
Key themes
Supporting quotes
Product Intelligence
43 lines
Voice of Customer Chat
A conversational Voice-of-Customer analyst that interprets a request, figures out which Avoma data it needs, and either answers or asks for the missing email or date range.
MCP
Outputs
Detected intent
Inferred keywords
Answer
Market Intelligence
287 lines
Weekly Market Intelligence Brief
Research a full week of debt-relief market signals — regulatory enforcement, competitor moves, consumer-lending news, macro developments, and a nine-metric economic dashboard — then render a branded HTML email and send it through Resend. Built to run on a schedule.
Search
MCP
Outputs
Leading-indicators dashboard
Regulatory & competitor roundup
Branded HTML email