🤝 AI workflows for Sales
12 practical, sourced workflows for Sales teams using ChatGPT, Claude, Gemini, Lindy, Make, Microsoft 365 Copilot, n8n.
★ Popular
Write a follow-up email after a sales call
⏱ 10 min per call (estimate, not measured)
Get a Teams meeting recap and next steps for a sales call⏱ 15 min per call (estimate, not measured)
All workflows
Personalized sales emails from LinkedIn data⏱ 5 min per prospect (estimate, not measured)
Lead magnet deep research agent⏱ 30 min per account (estimate, not measured)
Qualify leads and book meetings with an AI assistant⏱ 2-4 hrs per week (estimate, not measured)
Automated sales follow-up with Gmail, Slack and Sheets⏱ 1-2 hrs per week (estimate, not measured)
Draft replies to business emails with ChatGPT⏱ 30 min per day (estimate, not measured)
Prep for a customer call in Outlook/Teams⏱ 15 min per call (estimate, not measured)
Post-meeting CRM update and follow-up draft⏱ 15 min per meeting (estimate, not measured)
Objection handling practice role-play⏱ Training time; not a direct saving (estimate, not measured)
Write a follow-up email after a sales call⏱ 10 min per call (estimate, not measured)
Get a Teams meeting recap and next steps for a sales call⏱ 15 min per call (estimate, not measured)
Draft a proposal email in Gmail⏱ 15 min per proposal (estimate, not measured)
Prepare a call brief from account notes⏱ 20 min per call (estimate, not measured)
Affiliate slot · Make — placeholder, not a live link yet (https://www.make.com/en/affiliate). Try Make
Affiliate slot · n8n — placeholder, not a live link yet (https://n8n.io/affiliates/). Try n8n
Affiliate slot · Lindy — placeholder, not a live link yet (https://www.lindy.ai/). Try Lindy