Sales

How the Sales team uses AI to reduce manual prep, improve response speed, and operate with more consistency — from meeting prep and follow-up to pipeline prioritization and GTM automation.

All workflows

23 workflows

Timothy Davison

SDR Workbench

SDRs juggle inbound accounts, marketing qualified leads, whitespace prospecting, and closed-lost opportunities primed to re-engage, and each stream wants its own prioritization logic. Tim Davison built the SDR Workbench to pull all of those streams into one Cowork view, precompute the heavy AI scoring ahead of time, and track whether the prioritization actually generates pipeline.

Sam Cleasby

Stage IQ Opportunity Analysis

StageIQ tells SDRs exactly what is blocking each deal from advancing and gives managers a team-level rollup with specific coaching cards, replacing manual spreadsheets with prescriptive, deal-by-deal pipeline intelligence.

Cristina Tase

QBR Deck Prep

The AE QBR skill pulls every Salesforce metric into the standardized QBR deck automatically, cutting six hours of rep data entry down to under thirty minutes.

Haren Bhatia

Salesforce Enrichment Platform Part One

The Salesforce Enrichment Platform enables GTM teams to self-serve AI-powered field automation, reducing build time while improving CRM accuracy and downstream AI performance.

Haren Bhatia

Salesforce Enrichment Platform Part Two

The Salesforce Enrichment Platform now ships with live production evaluations. Haren Bhatia's latest update closes the visibility gap between launching an automation and trusting it in production, letting field operations sample real runs, see what is going right and wrong, and get concrete prompt improvements without engineering involvement.

JohnJosh Romaro

Map The Room

JohnJosh Romaro (JJR), an SDR operations builder on the AI Transformation team, showed Demo Hour a vibecoded Cowork skill called Map the Room. The skill drafts an account org chart on demand and structures contacts by MEDDIC role so reps can see, in one place, who they know, who they don't, and where the gaps are.

Zach Perkel

Deal Intelligence Layer

Zach Perkel built the Deal Intelligence Layer, an internal forecasting workflow that uses Claude Opus 4.6 to predict whether a deal will close in quarter. Instead of training a new ML model on handpicked features, Zach combines every piece of deal context the company has into a single prompt and lets the model decide what matters.

Timothy Davison

CSM Account Handover

Account handovers happen constantly in customer success, whether through promotions, team changes, or territory shifts. Timothy Davison built a tool in Nora Plan that pulls years of buried account history out of Gong, Salesforce, and other systems and turns it into clean, linkable handover briefs, making sure no context gets lost when an account changes hands.

Jason Yu

Customer Ticket Status

Jason Yu built a scheduled email briefing that hands AEs and CSMs a customer's open bugs, RFEs, and account context before every meeting. The briefing runs on Glean's Nora Task, no heavy integration required, and replaces a workflow that had been stuck on a shelved integration project for months.

Shaheen Ebrahimi

Salesforce Pipeline Prediction

Shaheen Ebrahimi built Salesforce Pipeline Prediction with RevOps to compare recorded stages with Gong's actual indications. Daily, explainable stage predictions flag mismatches, reduce manual pipeline scrubbing, and help leaders catch forecast risk earlier across teams.

Tyler Takaro

POV Plan Agent

Sales engineers spend significant time assembling POV (Proof of Value) plans, pulling together insights from Salesforce, Gong, and email to prepare for customer engagements. Tyler Takaro built a Glean agent that automates this entire process, generating a structured, insight-rich POV plan in minutes instead of hours.

Nancy Mixon

SIREN: Software Investment Renewal Early Notice

Nancy Mixon built SIREN, an automated renewal early warning system, using Claude and Google Apps Script. Weekly emails provide shared visibility into software renewals, expand negotiation time, reduce missed notices, and help teams right-size tools and spend across stakeholders.

What AI Work Looks Like in Sales

SDR Workbench

Stage IQ Opportunity Analysis

QBR Deck Prep

The AE QBR skill pulls every Salesforce metric into the standardized QBR deck automatically, cutting six hours of rep data entry down to under thirty minutes.

QBR Deck Prep