What sales workflow automation looks like
How teams turn a manual prospecting routine into a workflow that runs itself.
01From routine to workflow
Most prospecting is the same routine every week: find accounts, find the right people, get their emails, check the emails, decide who fits and start outreach.
A workflow captures that routine once as a series of steps. After that, Oppora runs it on the list you choose, when you click Run or on a schedule.
02Steps that think, not just move data
Some steps use AI: enrichment steps research companies and people, People Scoring marks who fits your offer, and People Remover drops the people scoring marked No before you pay for their emails.
If / Else and Wait steps add logic, so a workflow can branch on what earlier steps found.
03Costs you can see before you run
Every run shows an estimated credit cost first. Workflows themselves are unlimited; you pay for the AI and data work each step performs.
Because steps charge only for results, such as emails found, a run that finds fewer matches costs less than the estimate.