> ## Documentation Index
> Fetch the complete documentation index at: https://docs.canvas.inc/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbooks

> End-to-end prompt recipes for common GTM workflows

Step-by-step workflows you can run by typing prompts into Canvas.

***

## Outbound pipeline

Build a targeted prospect list from scratch.

**Step 1:** Find companies

> Find SaaS companies in the US with 50-500 employees that have raised a Series A or B.

**Step 2:** Find decision makers

> Find the VP of Sales and Head of Marketing at each company.

**Step 3:** Get contact info

> Get their emails and phone numbers.

**Step 4:** Personalize

> Write a one-sentence personalized opener for each person based on their company and role.

**Step 5:** Push to CRM

> Create HubSpot contacts for everyone with a score above 60.

***

## Inbound demo qualification

Qualify and route someone who just booked a demo.

**Step 1:** Research

> [jane@acme.com](mailto:jane@acme.com) just booked a demo. Research Acme Corp: what they do, how big they are, and any recent news.

**Step 2:** Enrich

> Enrich Jane's contact info and find other decision makers at Acme.

**Step 3:** Score

> Score this lead 1-100 based on title seniority, company size, and industry fit.

**Step 4:** Route

> If the score is above 70, send a Slack message to #sales-alerts with the details.

***

## Event follow-up

Process a list of event attendees and prioritize outreach.

**Step 1:** Upload

> Here's a CSV of attendees from last week's conference.

**Step 2:** Enrich

> Fill in missing emails, phone numbers, and titles.

**Step 3:** Score and segment

> Score everyone 1-100 and split into hot, warm, and nurture segments.

**Step 4:** Export

> Export the hot leads as CSV.

***

## LinkedIn engagement prospecting

Find and enrich people who engaged with a specific LinkedIn post.

**Step 1:** Get reactions

> Find people who liked or commented on this LinkedIn post: \[paste URL]

**Step 2:** Filter

> Filter to people with Director, VP, or C-suite titles.

**Step 3:** Enrich

> Get their emails and phone numbers.

**Step 4:** Push to CRM

> Push the qualified leads to Salesforce.

***

## Account-based meeting prep

Research a target account before a meeting.

**Step 1:** Company research

> Do a deep research on Ramp: what they do, recent news, funding, and competitive landscape.

**Step 2:** Find key people

> Find the leadership team at Ramp and get their LinkedIn profiles.

**Step 3:** Recent activity

> Get the last 5 LinkedIn posts from the person I'm meeting with: \[paste LinkedIn URL]

**Step 4:** Brief

> Summarize everything into a one-page meeting prep brief.

***

## Weekly CRM cleanup

Clean and enrich stale CRM data on a recurring schedule.

**Step 1:** Set up the automation

> Schedule a weekly automation every Monday at 9am: pull all Salesforce leads created this week, enrich missing fields, score them, and flag anyone below 30.

Canvas runs this automatically every week. Review results in the automation's run history.