Area of work

AI sales tools & CRM automation

Explore AI sales tools & CRM automation. Research prospects, prepare customer conversations, and organize follow-ups.

Find an agent or tool, add a reusable skill, or follow a setup guide for this work.

Recipes (12)

Build it yourself. Each recipe explains the inputs, setup, and checks for your platform.

Lead List Builder
Build a B2B lead list with web research
Call Follow-Up Writer
Write the follow-up email, CRM update and tasks after every sales call
Win-Back Drafter
Win back customers who have gone quiet
Pipeline Keeper
Keep your lead pipeline in a sheet from Gmail
Outreach Planner
Plan your LinkedIn outreach in a Google Sheet
Missed Call Chaser
Text back missed calls and log each job in a sheet
Proposal Scope Drafter
Turn your call notes into a proposal and scope of work
Prospect Scout
Research a prospect before a sales call
Handover Packet Builder
Prepare the sales handover for onboarding
Enquiry Sorter
Reply to quote requests faster and ask for the details you’re missing
Questionnaire Answerer
Answer security questionnaires and RFPs from your approved answers
Quote Chaser
Draft a follow-up email for every quote with no response

Existing tools that already do this work. You sign up with the provider instead of building it yourself.

Ready-made
1up
1up drafts answers to security questionnaires, due diligence questionnaires (DDQs) and RFPs from your approved documents and past answers, for sales and security teams to review and approve before sending.
Ready-made
Attention
Attention turns sales conversations into CRM updates, follow-up work and reusable insights for revenue teams.
Ready-made
Clay
Clay connects company data, web research and sales actions so revenue teams can build repeatable prospecting workflows.
Ready-made
Fathom
Fathom records and transcribes your video calls, then writes a summary and action items; its Business plan can also update HubSpot or Salesforce fields after sales meetings.
Ready-made
Granola
Granola transcribes meetings from your computer without a bot joining, then turns your rough notes into full notes; paid plans add pre-meeting briefs, follow-up email drafts and CRM syncing.
Ready-made
Handoff
Handoff turns a spoken or written job description, photos or plans into a priced construction estimate and proposal using local US cost data, for remodelers and contractors to check and send themselves.
Ready-made
Jobber AI Receptionist
Jobber AI Receptionist answers calls and texts for home service businesses at any hour, books visits within your booking rules, takes requests and messages, and transfers or alerts you about urgent callers.
Ready-made
Sybill
Sybill uses sales conversations to prepare follow-ups, answer deal questions and update CRM information.

Reusable instructions you can add to a compatible AI tool.

Sales call follow-up
Turn call notes into a recap email that promises only what was agreed, proposed CRM changes and a task list with owners and dates.
Prospect fit research
Check a named company against your customer criteria and return a sourced fit brief.
CRM cleanup
Find past close dates, stale deals, missing owners and duplicates in a CRM export, then get a fix list for each owner before your pipeline review.
Customer win-back from email
Find customers who have gone quiet from a customer sheet and your email, and draft a personal check-in for each one for you to send.
Lead pipeline from email
Keep a simple sales pipeline in a Google Sheet or CSV up to date from Gmail or Outlook, and see who needs a reply and who has gone quiet.
LinkedIn outreach planner
Plan LinkedIn outreach from a prospect sheet: a next step and a drafted note or message for each person, and a daily list of who to contact.
Sales call preparation
Prepare a focused sales-call brief from meeting notes and customer history, with evidence, questions, and a realistic next step.