Recipes
302 recipes. One AI agent.
Ready-to-run playbooks for segments, journeys, dashboards, experiments, and more. Blu builds the whole thing from a single command.
Account level signal to AE task
When several people from one company start using the product in the same fortnight, it briefs an AE and asks them to open a deal.
Advance the deal when a task is done
Moves a deal to the next stage when the task that gates it is completed, so the pipeline report is not wrong because somebody forgot.
AI inbox triage
Reads every inbound message, works out whether it is sales, support, billing, partnership or spam, and gets it to the right person inside five minutes.
Catch duplicates as they arrive
Checks every new account or contact against what you already have, merges the obvious duplicates, and queues the doubtful ones for a person to judge.
Community mention listening
Watches Reddit, forums and review sites for people shopping in your category or naming you, and hands the real ones to a human. It never auto replies.
Competitor signal response
Spots customers comparing you with a rival and answers within hours: a matched email, the capabilities they have not tried, and a briefed CSM.
Decide which calls get recorded
Sets the rules for when the notetaker joins, by meeting type, deal value and attendee opt-out, so coverage is consistent without toggling it call by call.
Demo request fast path
Enriches a demo request the moment it lands, puts a same day task on the right AE, and posts it to Slack, aiming for first contact inside an hour.
Discount before a shopper lapses
Sends a Shopify discount to customers whose buying rhythm has broken, judged against their own pattern rather than a fixed number of days.
Enrich by account tier
Spends enrichment credits in proportion to the account: everything on the enterprise ones, a standard package mid market, and nothing more on poor fits.
Enrich new accounts automatically
Fills in industry, size, revenue and tech stack for every new account within minutes, scores the fit, and routes the best ones to an owner.
Enterprise signup to AE task
Spots when a self serve signup comes from a large company, enriches it, and puts it in front of an AE instead of leaving it in the free funnel.
Follow a champion who moves
Spots when a champion changes employer and runs both plays: protect the account they left, and chase the one they joined.
Free to paid CSM kickoff
Every upgrade from free to paid creates a CSM kickoff task carrying the customer's whole free period history, due inside five working days.
Human approval for AI actions
Holds the riskier things an AI workflow wants to do, such as a mass update or a send to a big account, for a yes or no in Slack.
Inbound lead routing
Enriches and scores every inbound lead, then assigns it by named account, territory or round robin so nothing rots in an unassigned queue.
Lead qualification and handoff
Scores inbound leads, sends the sales ready ones round robin to a rep with the context attached, and puts the rest into nurture.
Link meetings to the right deal
Finds sales calls from the last 60 days with no deal attached, suggests the right one, and keeps new meetings linked automatically from then on.
Log won deals to a sheet
Adds a row to a Google Sheet every time a deal is won, so finance and ops keep working in the sheet they already have.
Meeting booking and follow-up
Sets up your booking link, routes each request to the right host, confirms it by email, and tracks how many of the people who booked actually show up.
Outreach on a funding round
Catches an account raising money, refreshes who works there now, drafts a congratulations with a budget angle, and asks the AE to act within a day.
Post meeting follow up
Turns a finished call into a recap email, a set of tasks with owners and due dates, and an updated deal, inside half an hour.
Pricing page intent to outreach
Treats a repeat pricing page visit, or one after real product use, as a buying signal and puts it on an SDR with the visit context attached.
Product qualified lead to SDR task
When a free user's behaviour says they are ready for a conversation, it creates an SDR task carrying everything needed for the first touch.
Product qualified signal to a HubSpot deal
Opens a HubSpot deal when an account's usage says they are ready to buy, so the pipeline reflects product evidence and not only outbound activity.
Product qualified signal to a Salesforce lead
Creates a Salesforce lead the moment product usage says someone is ready, so a signal the product saw becomes a record a rep can work.
Revenue notifications in Slack
Posts the wins to one channel and the problems to another, with the person who needs to act tagged, and stays quiet outside working hours.
Review gate for bulk updates
Stops a mass field change, merge or delete above the size you set, shows a sample of before and after, and lets a reviewer approve all, some or none.
Seat expansion signal to AE
Tells the AE when a customer is running out of seats or people from their domain keep signing up, which is the clearest upsell signal there is.
Segment into a Salesforce campaign
Puts a segment's members into a Salesforce campaign, which is how an audience built here becomes something a sales team can run against.
Set up your meeting types
Sorts your calls into a clean set of types so summaries, coaching and reporting all target the right kind of call instead of guessing.
Single threaded deal alert
Finds late stage deals where only one person on the buyer's side is engaged and gives the rep three other names to bring in.
Small business accounts
Companies under 100 employees, the list your self-serve nurture and in-product prompts should run against.
Stalled deal detection
Finds deals sitting in a stage far longer than usual with no activity, drafts a nudge that fits the stage, and escalates if they stay stuck.
Sync Stripe subscriptions
Keeps plan, status, revenue and renewal dates on every profile in step with Stripe, so segmentation and churn reporting match billing reality.
Tag Shopify customers from a segment
Pushes a cohort computed here onto Shopify customers as a tag, so the store can merchandise against it.
Upgrade prompt when limits approach
Catches an account nearing its plan limits, shows the decision maker an upgrade inside the app, and calls an AE in on the bigger ones.
Usage onto the Salesforce opportunity
Keeps the usage fields on an open opportunity current, so the forecast reflects what the account is doing rather than what was said on a call.
Use a Google Sheet as a list
Turns a sheet your team keeps by hand, target accounts or an event list or a suppression list, into records you can segment and act on.
Waterfall account enrichment
Tries the cheap provider first and only pays for the expensive one when a field is still missing, with AI research as the last resort.
Weekly competitive intel briefing
Checks your competitors' pricing, features, blog, changelog, hiring and reviews every Monday and posts what actually changed to Slack.
Weekly CRM hygiene audit
Scans every Sunday for duplicates, stale records and missing fields, then hands RevOps a reviewed cleanup queue on Monday morning.
Weekly forecast rollup
Freezes the pipeline every Monday, sends leadership the weighted forecast and what moved, and keeps the snapshot so last week can be checked.
Weekly segment export to a sheet
Writes a segment into a Google Sheet every week, replacing the CSV someone downloads and re-uploads by hand.
What buyers push back on
Reads 90 days of call transcripts to rank the objections you hear most, weighted by the deal value behind them, with the buyer's own words attached.
Win/loss patterns from closed deals
Reads your closed deals to show which competitors, objections and decision criteria separate the ones you win from the ones you lose.
Write lifecycle back to HubSpot
Pushes the lifecycle stage computed from real product and billing behaviour onto the HubSpot contact, so sales and marketing read the same thing.
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