Find the channels with real incremental lift — and the headroom to scale spend.
Agents & Workflows
Let agents analyze the data.
Then workflows take action.
Analyst agents make sense of your data in plain English. Then workflows act on what they uncover. Grow your AI visibility, not your workload.
14-day free trial · No credit card · 30-second setup
ChatGPT 
Gemini Google AI Mode 
Azure 
Perplexity 
Grok 
Anthropic 
Deepseek Trusted by leading GTM teams of all sizes
How it works
Connect. Ask. Activate.
Three steps turn scattered signals into GTM action. Agents think. Workflows act. The loop never stops running.
01
Connect your data
Unify CRM, ad platforms, analytics, and first-party signals into one marketing intelligence layer — no pipelines to maintain.
02
Ask in plain English
No dashboards to build. No queries to write. Ask what you need and get charts, tables, and answers in seconds.
03
Activate instantly
Push audiences to ad platforms. Trigger CRM updates. Launch outbound. Alert your team on Slack. Turn insight into action.
Capabilities 
Get the answer. Let the agent do the work that buries teams.
Agents analyze your data, build your audiences, protect your AI visibility, and more. Workflows automate the routine tasks in between, so action follows every answer.
01 / DATA ANALYSIS
Ask your data anything. Get an answer, not a ticket.
Sona's AI analyst sits on your unified data and answers in plain English — the right chart, table, or number in seconds. No SQL. No dashboard builds. No waiting on the data team.
- Natural-language questions across every connected source
- Auto-generated charts, tables, and summaries
- Transparent sources and touchpoint-level drilldowns
- Pre-built playbooks across intent signals, marketing measurement & data activation
Good morning!
Want an update or have a question? Just chat below.
Ask anything about attribution, pipeline and channel performance…
Add Data Choose Dataset First Touch Credit
Connect your data to analyze
Get started with a template
Surface accounts trending up across visits, intent & touchpoints — before your reps do.
Track your share of voice across ChatGPT, Perplexity & Google AI — by prompt and competitor.
Show More
02 / INTENT & AUDIENCE ACTIVATION
Build the audience. Activate it everywhere.
Describe who you want in plain English and the agent builds the segment from live intent and ICP-fit signals — then syncs it straight to your ad platforms, CRM, and outbound. No lists to pull, no SQL, no waiting.
- Build segments from live intent & ICP-fit signals
- Sync audiences to LinkedIn, Google & Meta Ads
- Refreshes automatically as signals change
- Route data to destinations that can act upon it
Create an audience with high ICP-fit accounts and rising engagement in the last 7 days
Step 1: Dataset
Identified Accounts
Step 2: Review message to be sent
Edit Message
Build an audience with ICP-fit score > 70 and rising website activity in the last 7 days.
03 / WORKFLOWS
Put your entire GTM motion on autopilot.
Workflows fire on triggers, schedules, or data shifts. AI agents enrich, score, and route at every step — so research and busywork disappear, and your whole team works from one source of truth.
- Trigger on intent signals, schedules, or data changes
- AI agents enrich, score & prioritize at every step
- Branch logic to route the right action to the right tool
- Run demand-gen & opportunity advancement hands-free
Trigger
High-intent visit
Condition
ICP fit ≥ 80
AI Agent
Enrich · Score · Route
Action
Slack alert → AE
Action
Update HubSpot
↗
Action
Launch sequence
04 / AGENT & WORKFLOWS EXECUTIONS
Complete execution visibility, in real time.
Every run, every step, every outcome — tracked. Aggregated metrics show what fired, when, and what it drove. Trust the automation, and prove its impact.
- Live run status across every active workflow
- Aggregated outcome, timing & performance metrics
- Consolidated reporting for efficient oversight
Data Activation
Search workflows
Search All Status This Year Summary Workflows
Total Workflows
6
Active
4
Total Executions
199
Success Rate
54.77%
NameStatusLast Execution DateSuccess RateTotal RunsCreated DateLast Updated
Account Scoring Pipeline
Scores and ranks accounts by fit and intent …
Competitor Overtake Alert
Alerts when a rival overtakes you on a prompt …
Company Research Agent
Researches and enriches target companies …
Lost Citation Recovery
Flags answers where your citation dropped off …
← Previous Show rows 25 Showing 1 – 4 of 4 Next →
05 / INTEGRATIONS
Native integrations across your entire stack.
Connect your tools once. Sona enriches your data, then pushes it back to the systems your team lives in — Salesforce, HubSpot, LinkedIn, Google Ads, and more. Automatically, in real time.
- Two-way sync with Salesforce, HubSpot & more
- Activate audiences to LinkedIn, Google & Meta Ads
- Enriched datasets flow to your warehouse & BI
HubSpot 
Salesforce 
Google Sheets 
Google Analytics 
Facebook Ads 
Google Ads 
LinkedIn Ads 
Snowflake 
BigQuery 
Mailchimp 
Klaviyo 
Clay 
Smartlead 
Reddit Ads 
MongoDB 
Bing Ads Built for marketers & data teams
The questions and signals your team acts on every week.
Agents analyze and act upon your data. Workflows automate the routine so your pipeline keeps moving.
Intent Signals
High-intent accounts
Surface accounts showing buying signals this week based on ICP fit, web activity, and engagement spikes.
Which accounts are showing higher intent this week?
Enrich → score → route to SDR
Attribution
Wasted spend
Find campaigns burning budget with minimal pipeline impact. Know exactly where to cut and where to double down.
Where are we wasting spend? What should we invest more?
Flag → pause → reallocate budget
AI Search Insights
You lose a citation on a high-intent prompt
Auto-drafts a content-refresh brief for the page that used to win it.
Which prompts did we just lose a citation on?
Real-time alert
AI Search Insights
A competitor overtakes you on a prompt
Fires a competitive alert with a side-by-side of what the cited source actually says.
Where has a competitor overtaken us this week?
Real-time → content / PMM
Agent Analytics
A key page stops being crawled by AI bots
Sends a technical alert to check robots.txt, rendering, and llms.txt.
Which pages have AI crawlers stopped visiting?
Real-time → web / eng
Intent Signals
A new high-intent question starts trending
Generates a content brief for the prompt so your team can create the page that wins it.
What high-intent questions are competitors winning that we are not?
Content loop · human-in-loop
Security 
The AI visibility you need, on security you can count on.
AI is moving fast, and staying in control matters more than ever. Sona is built around your security, privacy, and access needs, so you always know exactly how your data is handled.
Role-based access control
Fine-grained role-based permissions. Assign roles, define access levels, and protect sensitive data with ease.
Single sign-on (SSO)
Streamline access with SSO using SAML or OIDC, enhancing security and simplifying user authentication.
Encrypted by default
Every connection is encrypted with industry-standard TLS 1.2+, and any request over an unencrypted channel is automatically redirected to HTTPS.
Resilient, segregated data
Each customer's data is isolated and stored with cross-region replication engineered for eleven 9's (99.999999999%) of durability.
Frequently asked questions 
Common questions
Everything you need to know about Sona's AI agents and automated workflows.
What is the difference between Agents and Workflows?
Agents are the analytical brain — they unify your data and answer questions in plain English, returning charts, tables, and recommendations. Workflows are the hands — they take those insights and execute, firing actions across your tools on triggers, schedules, or data changes. Together they form a closed loop: analyze, decide, act, repeat.
Do I need SQL or a data team to use it?
No. The whole point is to remove that dependency. You connect your sources once, then ask questions in plain English. There are no dashboards to build and no queries to write — Sona generates the analysis and the visuals for you in seconds.
What data sources can I connect?
Sona unifies your CRM (Salesforce, HubSpot), ad platforms (Google, Meta, LinkedIn), product analytics, your website’s first-party signals, and data warehouses. Aligned data powers a single sales-and-marketing motion, and enriched datasets flow back to the systems you operate in.
How do workflows get triggered?
Workflows activate on triggers, schedules, or data shifts — for example a high-intent website visit, an ICP-fit threshold being crossed, or a campaign spike. From there, embedded AI agents enrich, score, and prioritize automatically before routing the right action to the right tool.
What actions can a workflow take?
Push audiences to ad platforms, trigger CRM updates, launch outbound sequences, alert your team in Slack, and sync enriched datasets to Salesforce, HubSpot, your warehouse, and more — all without manual steps.
Can I see what the automation is doing?
Yes. You get complete execution visibility with real-time run status, aggregated outcome and timing metrics, and consolidated reporting — so you always know what fired, when, and what it drove.
Is my data secure?
Sona is built around your security needs: role-based access control, SSO via SAML or OIDC, encryption with TLS 1.2+ by default, and isolated, cross-region-replicated storage engineered for eleven 9’s of durability.
Customer stories 
Trusted by top performers
"The Sona Platform has been fantastic. With advanced attribution, we’ve been able to better understand our lead source data which has subsequently allowed us to make smarter marketing decisions."
Alan Braverman
Founder and CEO, Textline
"The Sona Platform has been instrumental in the growth of Collective. The dashboard is our source of truth for CAC and is a key tool in helping us plan our marketing strategy."
Hooman Radfar
Co-founder and CEO, Collective
"Really, really impressed with how we're able to get this amazing data ...and action it based upon what that person did is just really incredible."
Josh Carter
Director of Demand Generation, Pavilion
Stop pulling data.
Start winning pipeline.
Put your agents to work answering every GTM question — and your workflows to work acting on every answer. Automatically.
