What Coco can take off your plate
Coco is not a narrow GTM tool. It's an AI co-worker built to take on the messy, repetitive, high-leverage work that sits between strategy and execution — across teams, roles, and levels. Here are the workflows people actually run.
Coco runs the work that sits between strategy and results. The repetitive, detail-driven jobs that take a human-hour each but compound into hundreds of hours across a team. Twelve workflows below cover the most common asks: research and shortlist target accounts, draft cold outreach in your voice, automate follow-ups, prep sales meetings, clean dirty CRM data, enrich contacts, run LinkedIn outreach, reactivate stale deals, segment marketing lists, launch campaigns, route leads through your funnel. Each one is a real workflow you can hand Coco today, with credit costs, approval gates, and an audit trail. Pick the one that matches the work that's piling up.
Try Coco for free → · 1,000 credits free · no card · ~2-min setup
Top of funnel — finding and starting conversations
The work of identifying the right accounts, building target lists, and gathering enough context to start a real conversation. This is where most teams waste the most time on busywork before they ever get to a draft.
Find design partners
The classic founder ask: "Find 20 design partners in fintech with a clear ops problem and tee up the best 5 for outreach." Coco builds the candidate set against your ICP, scores fit on the signals you specified, ranks the list, and surfaces a shortlist with rationale on why each one fits. About 25 credits per search, depending on depth. The output is a ranked list with a short brief per candidate: funding stage, what they likely care about, public commentary, mutual connections if any, ready for you to approve before Coco moves into drafting outreach. Most founders running this workflow get back something useful inside ten minutes; the full research-plus-drafts pipeline runs in under five for a top-of-funnel batch. See the design-partner workflow →
Research accounts
Pre-meeting brief generation, target account dossiers, the deep-context pulls before a first call. Hand Coco a list of accounts and the angle you care about ("expansion potential," "competitive risk," "fit for our new product"), and Coco produces a structured brief per account: recent funding, hiring signals, public commentary, key personnel changes, what's likely on their mind right now. About 5–12 credits per account, scaling with depth. This is the workflow that replaces the hour you'd otherwise spend tab-hopping between LinkedIn, the company's blog, Crunchbase, and your CRM history. See account research →
Enrich contacts
Fill the gaps in your CRM that block everything else. Missing emails, missing titles, missing company associations, missing context. Coco pulls from connected enrichment sources (Apollo, ZoomInfo, Clay), proposes the enrichment as a writable update, and queues it for your approval before anything lands in HubSpot or Salesforce. About 1–2 credits per record on average. The ROI compounds: clean contact records mean working outreach, working segmentation, working routing. See contact enrichment →
Outreach — writing and sending
The drafting work. Cold first-touches, LinkedIn notes, intro requests, follow-ups. In your voice, grounded in real context, drafted and queued before they're sent.
Draft cold outreach
Personalized first-touches drafted against the research Coco already pulled. Each draft references something specific to the recipient — a recent funding round, a hiring signal, a public post — rather than a generic personalization slot. About 4–6 credits per draft. The draft lands in your Gmail Drafts folder; you review, edit inline if needed, and approve to send. Custom voice training on the Founder tier and above means the drafts come back closer to how you'd actually write: same phrasing patterns, same sentence lengths, same words you'd never use. See cold outreach drafting →
LinkedIn outreach
Connection requests, intro messages, warm-path identification. Coco surfaces mutual connections, drafts the message tied to whatever angle makes sense for that contact, and queues the outreach for your review. Send remains gated — Coco doesn't post to LinkedIn without your approval. About 2–4 credits per message drafted. This is the workflow where the personalization actually has to land. The recipient sees the message in a single notification, so the first line matters. Coco's drafts ground in the specific signals it pulled rather than generic openers. See LinkedIn outreach →
Automate follow-ups
The follow-up gap is where most pipeline dies. The demo that didn't get a follow-up email, the qualified deal that went silent for ten days, the warm contact who never got a second touch. Coco watches your inbox and your CRM, surfaces conversations that need a next move, and drafts the follow-up for your approval. About 3–5 credits per drafted follow-up. Once you've approved the workflow a few times, you can graduate it to auto-draft mode. Drafts queue automatically; sends still require your approval (or you can authorize autonomous send inside specific guardrails). See follow-up automation →
Pipeline hygiene — keeping the system honest
The unsexy operational work that everybody knows needs to happen and nobody actually does until something breaks. Stale deals, dirty records, broken routing. Coco runs the sweeps so you don't have to schedule them on your calendar.
Clean CRM data
The hygiene sweep. Duplicate records flagged with merge proposals. Missing fields surfaced with enrichment proposals. Stale companies surfaced as archive candidates. Inconsistent lifecycle stages flagged for review. About 1–3 credits per record depending on what each record needs. Coco proposes the changes; nothing writes to your CRM until you approve. Most teams run this workflow weekly or monthly on a schedule. The first sweep usually surfaces a year's worth of accumulated drift in an afternoon. See CRM hygiene →
Reactivate stale deals
The pipeline review that nobody has time to do. Coco watches your deal stages, flags any deal that's been silent past your threshold (most teams set 7 or 14 days), and drafts a re-engagement message tailored to where the deal stalled. About 5–7 credits per stalled-deal sweep including drafts. The output is a list of stalled deals with drafted re-engagement messages queued for your approval. Some you'll send; some you'll archive; some you'll route back to a human conversation. The sweep takes minutes instead of the hours it would take to do manually. See deal reactivation →
Route leads
The routing rules that everybody set up six months ago and nobody has audited since. Coco watches inbound contacts, applies your routing logic, and flags anything that doesn't cleanly route — region mismatches, missing owner assignments, lifecycle stage gaps. About 25–60 credits per workflow check depending on volume. Coco proposes routing fixes; you approve the ones that look right. The workflow keeps the operational machinery moving so leads don't get stuck waiting for a human triage. See lead routing →
Sales execution — the work between calls
The execution work that sits around real conversations. Meeting prep, post-meeting follow-through, deal context-pulling. The work that steals selling time and would otherwise live on a junior operator's plate.
Prep sales meetings
The pre-meeting brief that you'd otherwise spend 30 minutes assembling. Coco pulls account history from your CRM, surfaces relevant call notes from past conversations, summarizes recent activity, and drafts talking points tied to your goal for the meeting. About 8 credits per pre-meeting brief. The brief lands in your inbox the morning of the call (or whenever the workflow's schedule fires). You read it on the way to the meeting; you walk in prepared. Post-meeting, Coco drafts the follow-up email and queues the CRM updates for your approval. See meeting prep →
Marketing — campaign work that doesn't get done
The campaign work that's always blocked on coordination. Segmentation, list-building, sequence drafting, copy review. The work that compounds when it ships and stalls when it doesn't.
Segment marketing lists
Build the segment, surface the segment, audit the segment. Coco runs the segmentation logic against your connected sources (CRM, marketing automation tool, enrichment data) and produces the list with a rationale per criterion. About 15–30 credits per segmentation run depending on the complexity. You see the list before any campaign-side action; you approve before the segment hits your marketing tool. The output is a list you'd ship a campaign to, not a generic "everyone in HubSpot with the title VP." See marketing list segmentation →
Launch marketing campaigns
The campaign launch that takes three days because it requires coordination across four people. Coco builds the segment, drafts the email copy, prepares the sequence schedule, and queues the workflow waiting for your approval. About 50–80 credits per campaign launch including drafts and segmentation. You review the segment, the copy, the schedule, and approve the whole thing in one pass instead of in pieces over a week. See campaign launches →
How a use case actually runs
The mechanics are the same across all twelve workflows: you describe what you want done in plain English, Coco proposes a plan card with the credit cost and time estimate, you approve the first run, and Coco executes inside your guardrails.
Take a concrete example. The ask: "Find Series A SaaS founders in NYC who fit our ICP and draft a three-part multi-channel outreach. Once approved, send them." Coco's plan card comes back with rows for research, contact-finding, drafting, and queuing — total about 132 credits, runtime about four minutes. You approve. Coco runs each step, and the activity feed shows progress: Enriched 12 HubSpot contacts — 8 credits · 2 minutes ago. Waiting: draft outreach (5) — about 32 credits · needs approval. You review the drafts, edit the subject line on one of them, and approve the send. Coco ships through Gmail; the audit log captures every step.
Every external action gates on approval at the start. Once you've approved a workflow a few times, you can graduate it to autonomous execution inside guardrails you define. See the full loop in detail → for what happens at each step, or the trust model → for the broader argument about why this beats both autonomous-by-default AI SDRs and pure copilots.
Try Coco for free → · 1,000 credits free · no card · ~2-min setup
Use cases we're shipping next
The twelve workflows above cover the most-requested asks. The roadmap has more on it — driven by customer pull, not arbitrary release dates. Candidates currently in the queue:
- Ad-buying automation. Draft ad copy against the segment, propose budget allocation, queue the buy for approval, watch performance and surface the next round of optimizations.
- Contract redlining helpers. Read incoming contracts against your standard terms, flag deviations, draft suggested redlines, route to legal where the judgment exceeds Coco's scope.
- Customer success follow-up surface. Watch post-sale engagement, flag accounts going quiet, draft check-in messages tied to where the customer is in their adoption arc.
- Win-loss analysis. Pull patterns from closed-won and closed-lost deals, surface the signals that predict each outcome, propose changes to qualification and outreach motions.
If your team's biggest GTM bottleneck doesn't fit cleanly into one of the twelve current workflows, tell us in the chat. Most of the workflows we've shipped started as a customer ask that came up enough times to justify building it.
Frequently asked questions
How many use cases does Coco support today?
Twelve named workflows ship today — the ones grouped above. Each one is fully wired (the plan card structure, the credit costs, the approval gates, the audit trail entries are all built and tested). More workflows ship regularly as customer demand surfaces them. The twelve are the most-requested asks across the customer base, not an arbitrary subset.
Can I combine use cases in one workflow?
Yes — most real asks combine multiple use cases in a single plan. "Find 20 design partners and draft outreach to the top 5" is research + drafting in one workflow. "Sweep my stale deals and draft re-engagement messages" is hygiene + drafting. Coco builds a single plan card that itemizes each step's credit cost and queues the whole thing for one approval pass rather than making you approve each step separately.
Which use case should I start with?
The one where the work is piling up. Most teams start with CRM hygiene (because the dirty data blocks every other workflow) or outreach drafts (because outreach is the most visible bottleneck on the day-to-day). The fastest evaluation path is to hand Coco one concrete piece of work this week — not a system rollout, just one ask — and see whether the output earns the next job.
Can Coco do work outside these twelve?
Often yes. The twelve are the most-requested workflows, but Coco's reasoning isn't hard-coded to only those patterns. Hand Coco a different GTM ask in plain English and it will either propose a plan or tell you the request is outside what it can reliably do today. The honest "this is outside my scope" response is part of the model — Coco doesn't pretend to know how to do something it can't.
Are these workflows configurable?
Each workflow runs from a chat goal — you shape it with constraints, examples, and edits to the plan card. There's no separate configuration UI to maintain. If you want the design-partner workflow to skip LinkedIn this time, you say so in the chat and Coco drops that step from the plan. If you want the follow-up workflow to only run on deals at a specific stage, you say so in the guardrail. The shaping happens in the same conversation as the run.
What if a workflow doesn't exist for my situation?
Tell us in the chat. New workflows ship when there's repeat demand for them. Coco's reasoning can usually take on the work even when the formal workflow isn't built yet — but with the formal workflow built, the credit costs, the plan card structure, and the audit trail are all tuned for that specific job rather than improvised per run.
Where do I see what each use case costs?
The plan card before you approve any run shows the credit estimate for the specific workflow you're about to run. Each dedicated use-case page also includes typical credit cost ranges for that workflow. The pricing page walks through how credits map to discrete units of work across the full range of use cases. For per-integration constraints (e.g., what specifically Coco does inside HubSpot vs. inside Apollo), see the integrations hub.
Get started
Pick the workflow where the busywork is piling up the worst. Hand Coco one ask this week. Watch the plan card. Approve the first run. See whether the output is worth the credit cost.
Try Coco for free → · 1,000 credits free · no card · ~2-min setup
Or book a walkthrough → if you'd rather see a few of these workflows running on real data first.