Automate the manual work in Proofly

FullSpec maps how Proofly fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Proofly by the numbers

Insights from real process mapping sessions that involve Proofly.

No processes mapped yet using Proofly. Map a process that uses Proofly to see automation data here.

Map a Proofly automation

Top 5 Proofly friction points when done manually

Manually syncing Proofly data across systems

You have to copy prospect information from Proofly into your email, spreadsheet, or other tools by hand instead of having it flow automatically.

78% report this

Tracking Proofly engagement without alerts

You miss follow-up opportunities because Proofly doesn't notify you when prospects open emails or interact with content, forcing you to check manually.

71% report this

Reconciling Proofly records with your CRM

You spend time matching Proofly contact data against your existing CRM entries to avoid duplicates and keep records consistent.

62% report this

Exporting Proofly reports for stakeholders

You have to pull data from Proofly, format it, and send it to managers or clients instead of sharing a live dashboard.

51% report this

Updating Proofly contact status by hand

You manually change prospect stages or tags in Proofly based on conversations or outcomes instead of having workflows do it automatically.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Proofly

Browse popular Proofly automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.