Sales AI agent workflows

AI agents for sales can research leads, prep meetings and draft follow-ups. In these setups the agent writes, and a person sends.

20 workflows. Each one shows what the agent does on its own, what waits for your yes, and a trust score from 0 to 100. Highest score first.

• Meeting prep

  Gives you a short brief on everyone in tomorrow's sales meetings.

  96/100
• Pipeline cleanup

  Finds stale deals and tells you which ones to close or chase.

  86/100
• Listing inquiry responder

  Answers buyer questions about property listings within a minute, any time of day. It checks how serious the buyer is and offers a showing time for the agent to confirm.

  81/100
• Approved cold invite writer

  Finds people who fit an invite list, reads their own work, and drafts a short personal invite for each. A person approves every invite before anything goes out.

  80/100
• Local B2B lead finder

  Searches for local businesses that fit your target, scores each one, and saves them to a database. Contact details get checked before use, since the builder found some emails were made up.

  80/100
• Weekly outreach bounce and reply audit

  Every Monday it checks the week's sent mail, replies and bounces against every account in your pipeline. It writes a short briefing with an action queue and drafts follow ups for you to send.

  80/100
• Lead research brief

  Turns a new inbound lead into a one page brief before your first call.

  78/100
• Follow up drafter

  Writes the follow up email after a sales call so nothing goes cold.

  78/100
• Proposal first draft

  Builds a proposal from your template and the discovery notes.

  78/100
• Research backed cold email team

  Several small agents each take a batch of leads, research the company and its ads, and write a personal cold email. A stronger model reviews each email and a person approves before anything is sent.

  78/100
• Ideal customer profile builder

  Studies the deals you already won and writes down who your best customers really are. You get clear filters for new leads and a list of warning signs.

  78/100
• Closed lost deal revival

  Goes back through deals you lost and finds the ones where something real has changed. Also tracks where your past champions moved.

  78/100
• Post call deal qualifier

  When a sales call transcript is ready, it scores the lead on a set rubric and plans the next meeting. Everything lands in one email to you before anything touches the CRM.

  78/100
• Email to quote drafter

  Turns a messy price request email into a priced quote and a draft reply. Risky orders get flagged for a person first.

  78/100
• Prospect reply drafter in chat

  When a prospect answers an outreach email, it posts the reply in your team chat with a drafted answer. A person reviews the draft and sends it.

  78/100
• Weekly CRM health report

  Every Monday it checks the CRM for duplicates, missing fields and stuck deals, compares with last week and writes a short report. Numbers come from queries, not the model.

  78/100
• Pre meeting buyer card

  Before each external meeting it works out who is in the room and who can sign, then hands you one short card. It is allowed to say it is not sure.

  78/100
• Seasonal client check in drafts

  Tells you which clients and prospects are due for a check in, then drafts a personal email for each from your notes. You edit and send them yourself.

  78/100
• New subscriber pitch drafter

  Watches for new newsletter subscribers, checks if they fit your ideal customer, and drafts a personal pitch in your voice. You decide who actually gets it.

  75/100
• Daily sales call coaching report

  Each morning it pulls yesterday's recorded sales calls, transcribes them and writes a short coaching note per rep. On Fridays it rolls the week up for the manager.

  75/100