Matteo TittarelliB2B positioning, websites, launches & content | Duolingo streak keeper 🇯🇵

Automate Your Workflow: Octave Optimizes Strategy & Drives Results! #shorts

28 Apr 2026 · 1 min

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0:57

In this short, the speaker explains how a team spent about six weeks building an automated workflow in the Octave platform to streamline lead handling. They codified decision logic—distinguishing greenfield vs. brownfield projects, mapping personas, and selecting the appropriate version of a sales story. Each incoming signup is automatically scored, qualified, and bucketed, then receives a tailored story version. The workflow logs the interaction to the CRM and surfaces a concise context view for the sales rep, including the outreach rationale and value proposition. The result is higher prospect engagement, more questions, and increased requests for documentation, demonstrating the practical impact of the automated system.

Chapters

They've really thought through all of that. And then that did take some time to then codify into Octave. And like, there's no, you know, there's no defined finish line. Like it's always being optimized, like all these things are. But I'd say, you know, we're, we're talking about this was a month, 6 weeks to like get something initial live and like really systematize all this logic of like, hey, is it greenfield? Is it brownfield? What persona? What do we want to happen? What version of the story? But now they have something that They have an automated workflow, like every one of these signups that's coming through is getting scored, qualified, bucketed precisely, sent a different version of their story, logged to CRM, shown to the sales rep on that account. Here's exactly why we reached out. Here's the value prop we used. Here's the rationale why, like develop some very, very thoughtful workflows that are yielding them results, right? And the results being people engage, they're asking questions, they want more documentation.