With the year rapidly coming to a close, many executive talent leaders are already reflecting on their goals, priorities, and initiatives for the new year.

At the top of the list? Reducing manual, repetitive work.

Luckily, Thrive now has workflow capabilities designed to help you do just that. It’s our newest feature to help you automate repetitive tasks.

Keep reading to see how it works and what you can do with it.

Workflows FAQ


What are workflows? 
Workflows are a series of pre-determined steps that run automatically on a set cadence. Some workflows use AI while others simply connect your Thrive data to other systems instantly, acting like a digital bridge between tools. You can think of them like a drive-through car wash: they automate a repetitive process that would take a lot of time to execute manually. 

Is a workflow the same as an AI agent?
No. AI Agents make decisions on their own. Thrive Workflows only perform specific tasks you have approved in advance, giving you 100% control over the outcome.

How do workflows work?
Think of a workflow as a simple rule: When [X] happens, automatically do [Y]. You set the rule once, and the system handles the rest. Every workflow is built with a trigger that determines when it runs (either on a schedule or in response to a specific event). It also contains logic that outlines the steps that occur after the trigger. These steps can be tasks, data updates, or actions (e.g., send an email built from this template). The connections between steps determine the order of operations for how data passes through each step to reach the final output. 

What are the key benefits of workflows? 
Thrive Workflows connects your tools and automates the repetitive tasks that slow you down—like compiling company research. You customize your process once, and let the system do the heavy lifting so you can focus on closing.

Can I build my own workflow?
Yes, you can customize any of our available workflow templates below, controlling every aspect of the setup to match your exact process.

10 Executive Talent Workflow Templates


Research Workflows 

  1. Generate Research on Target Companies Automatically
    Choose your preferred industry, revenue, employee count, and location, and receive a list of target companies with all details included. 
    Est. Time Savings: 1 day for 50 companies 

  2. Create an Instant List of Past and Present Executives at Target Companies
    Once you’ve approved your target company list, select the functions and titles you’re interested in, and receive a list of past and present executives who worked there.
    Est. Time Savings: 1 day for 50 executives 

  3. Populate a List of All Portfolio Company Executives
    For talent partners, generate a list of every executive across your entire firm, or specific subsets of portfolio companies. Request the CEO and CFO, for example, to generate a list of past and current executives.
    Est. Time Savings: 20 min per executive

  4. Keep all Executive Experience Updated Automatically
    Never get caught with outdated research again. This workflow cross-references your Thrive contact profiles against any data source with a public API to automatically update titles and companies. Run this monthly or quarterly to detect changes between your database and the latest available information, and automatically update your Thrive data with the new title, company, industry, and job experience.
    Est. Impact: Ensures you always have the latest information without repeating research

Reporting Workflows

  1. Generate Visual Slides with Top Executives
    Stop wasting time building and customizing PowerPoint templates. Instead, build a branded template once and automatically populate it with the Thrive executive talent data you need.
    Est. Impact:     Saves 1-2 hours per report, allowing you to do less admin and work strategic work

  2. Get a Recap of Your Week for Client Updates
    Instead of scrolling through each search and contact profile in Thrive, get an email digest in your inbox on Friday afternoon summarizing who you connected with, which searches progressed, and suggestions for next steps when you come back on Monday. Customize the template so it’s ready to send directly to clients to keep them in the loop.
    Est. Impact: Saves 45 min per client update 

Relationship Workflows

  1. Get Alerts When Executives Change Jobs
    Once you have identified executives of interest, receive email alerts if they change jobs, ensuring you’re always up-to-date on the talent landscape you care about most. 
    Est. Impact: Replaces 3+ hours of weekly manual research
  1. Get Outreach Suggestions on What to Say to Executives
    Receive an email in your inbox with reminders about when it’s time to reach out to executives of interest next and suggestions on what to say based on your last interaction. 
    Est. Impact: Saves 30 min reviewing past activity and figuring out what to say, per contact
  1. Answer “Who Knows Who (and How)?”
    With our new Metaview integration, run this workflow to automatically log connections from the transcripts, then filter your network by relationship strength next time you need to reach out. It logs relationships with executives, but can also be used to interview internal stakeholders to map who they know across the talent landscape.
    Est. Impact:     Respond to internal queries instantly, without completing extra data work

  2. Answer “Who Do We Know with These Skills?”
    Search in Thrive for specific keywords, job titles, and industry experience without any manual tagging when you use the data enrichment workflow to fill in these gaps. With confidence that you’re working with the latest data, you can quickly export a CSV and send it over to deal team members, colleagues, or other relevant stakeholders requesting access.
    Est. Impact: Generate a quick list in minutes

Ready to build a workflow? Reach out to our team.