AI workflows for sales teams. Outreach automation, prospect research, coaching, and CRM integration.
Automate and accelerate executive-level tasks by using AI agents integrated with your business tools. Learn how to use prompts to redesign Figma slides, analyze sales calls for insights, and generate lead lists from your email.
Use GPT-6 Astra's computer use capabilities to take over your browser and automate a complex lead routing and email drafting workflow in a node-based CRM. Turn hours of manual UI work into minutes of hands-off automation.
Deploy an AI agent to manage your customer support inbox. This workflow enables the agent to resolve issues, manage refunds with a secure approval flow, and proactively improve your support documentation.
Build a fully automated system in Claude to generate personalized, interactive HTML proposals and client onboarding materials, saving hours on administrative work and creating a high-touch experience.
Process a bounded set of LinkedIn requests with explicit acceptance rules and a reviewable action log.
Open every service repository under one parent directory so Claude Code can trace a customer question across the whole product. Combine current code with product documentation and a customer quirks page to produce specific technical answers and deployment plans.
Stop manually scheduling meetings from emails. Build a simple agent in M365 Copilot that automatically checks your calendar and sends meeting invites when it detects a request from a specific person.
Turn meeting notes into reliable CRM records by giving Claude a tightly scoped Zapier MCP toolset and project instructions that define lookup order, field meanings, and when to create or update a record.
Load a proven sales framework into a ChatGPT Project, ask it for a product specific discovery guide, then add focused product and customer research so the questions diagnose real pain, impact, and critical events.
Prepare for a difficult stakeholder conversation by giving Claude the situation, people, evidence, constraints, and selected communication references, then use its output to rehearse questions and options without stereotyping colleagues or outsourcing judgment.
Give sales and customer-success reps timely private coaching by comparing each call with a transparent behavior rubric, citing specific moments, and keeping development feedback separate from automated performance decisions.
Turn each authorized customer call into a traceable account-health signal by cleaning the transcript, resolving the account and owner, extracting evidence-backed risks and next steps, and routing the result to the right team.
Use a browser agent to produce a LinkedIn sourcing shortlist from a job description and job-related criteria, while keeping login, profile validation, outreach, and every hiring decision with people.
Turn a guest-list screenshot into an evidence-linked event brief by resolving each attendee’s identity, researching current work, and combining verified facts with your own goals and context.
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