The platform
Discover prospects, research the account, and run personalized outreach across email and LinkedIn. Signals, relationship history, and execution stay connected as your team builds pipeline.
Research & signals
Start with your offer and target customer. Research a relevant signal and the people responsible for that part of the business.
01 / 0301Inside the platform
Follow an account from source evidence to a reviewed sequence and recorded execution.
Discover companies and people, research account context, and identify commercial signals. Bring the source evidence into the decision about who to approach and why.
Source evidence stays attached
Enrich relevant contacts and build personalized email and LinkedIn sequences. Approve the outreach, activate it through connected accounts, and keep the resulting activity in context.
Run approved commercial actions through authorized accounts and supported connections. Inspect scheduled actions, send results, and replies against the account.
Define permissions and human review boundaries before consequential work runs. Inspect, approve, edit, or hold the proposed action.
Explore the controlsSee earlier conversations and the colleagues involved. Use those records in a later approach without claiming a relationship that has not been established.
02Connected business systems
Connect the accounts the workflow needs. We scope supported integrations, API requirements, data flows, and permissions with your team.
Agree which records to read, which actions to allow, and where results should be recorded.
Discuss an integration
Account and pipeline context
Lifecycle and ownership context
Prospecting and conversation context
Managed email workflows
Meeting and follow-up context
Availability and supported actions are confirmed for the specific workflow and connected account.
Supported transactions
Buena can support transactions within defined commercial workflows. We confirm the transaction type, provider, permissions, and availability for the deployment before execution.
Discuss your transaction workflow03Ways to work with Buena
Research accounts, review sequences, and inspect outreach activity in Buena’s own application.
Open BuenaConnect Claude, ChatGPT, Claude Code or Codex to the Buena MCP. Generation in your AI client stays on your provider account; Buena credits cover applicable data and services.
Bring Buena into your systems. We scope API needs and supported connections with you.
04 / Platform + deployment
Buena works with your team to map the workflow, connect the systems, define controls, and support rollout. The result is a reusable operating workflow built on the Buena platform.
How deployment worksDefine a meaningful commercial objective, the workflow behind it, and how you will evaluate the result.
We map the workflow with your team, configure Buena, and connect the data, accounts, rules, and approvals it needs.
Launch with support from Buena. Review the work, resolve exceptions, and measure it against the agreed objective.
Use the same platform, connections, and operating context to deploy the next commercial workflow.
