Wokelo and Salesflare
How to connect Wokelo
- Via Zapier — 28 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Company Research Report in Wokelo.
About Wokelo
Wokelo is an AI agents platform built for PE, VC, IB, consulting and corporate teams to power sourcing, due diligence, and strategy.
Wokelo operations on Zapier
Triggers (1)
Start a workflow when this happens
- Report Completion Update — Triggers when the report status changes to Completed.
Actions (27)
Things Salesflare can make it do
- Cancel Request — Cancel a previously submitted request
- Create Company Custom Workflows — Initiate company-based custom workflows
- Create Company Research Report — Initiates a Company Research report for the specified company
- Create Industry Custom Workflows — Initiate industry-based custom workflows
- Create Industry Research Report — Initiates an Industry Research report for the specified industry
Show 22 more actions
- Create Market Map — Initiates Market Map creation for the specified industry
- Create News Report — Initiates news report on a company
- Create Player Comparison Report — Initiates a Peer Comparison report enabling you to compare upto 5 companies across multiple attributes.
- Create Pre-Meeting Brief — Initiates the creation of Pre-Meeting Company Briefs based on configurable parameters.
- Download Docx Report — Downloads the report in docx format
- Download PDF Report — Downloads the pdf format of the report
- Download PPTX Report — Downloads the report in pptx format
- Enrich Company Data — Obtain structured company data for one or more companies
- Fetch Employee Reviews — Retrieve paginated employee reviews for a specified company.
- Fetch News Report — Retrieves the news items from an existing news report
- Fetch Product Reviews — Retrieve paginated product reviews for a specified company.
- Generate Market Map — Generate a curated list of companies operating in a given market
- Get Company News — Fetch the latest news articles for a company, enriched with AI-generated summaries
- Get Notebook Configurations — Retrieves and returns the settings you originally configured while initiating the report.
- Get Report Status — Returns the current processing status of the report
- Get Request Result — Retrieve the results of a completed request
- Get Request Status — Check the current status of an async request using its request ID
- Run Buyer Screening — Generate a long list of potential buyers for a target company
- Run Company Deep Intelligence — Generate structured deep insights for one or more companies
- Run Industry Deep Intelligence — Generate structured deep insights for a given industry topic
- Search Company — Search the Wokelo database by company name, website, or ticker
- Upload File — Upload files to Wokelo
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