AI Agents for sales

End-to-end AI workflow for every sales phase. Qualification, discovery, invoicing. Personalized message matching value propositions.

Applications: Leexi / Gong, Jira, MS Excel, Outlook, OpenAI, Tavily

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N8N WORKFLOW

How it works

This comprehensive sales workflow automates lead qualification, discovery calls, follow-ups, and invoicing through intelligent AI agents.

1️⃣ Lead data flows in from multiple sources and gets automatically qualified using AI analysis of company profiles, job titles, and engagement history.

2️⃣ AI generates personalized discovery questions and value propositions based on prospect's industry, company size, and identified pain points using real-time market research.

3️⃣ During and after calls, conversation insights from Leexi/Gong are processed to extract key information, update CRM records in Jira, and trigger appropriate follow-up sequences.

4️⃣ AI crafts personalized follow-up emails, schedules next steps, and automatically generates invoices for closed deals — all tracked and managed via Excel dashboards.

Example of personalized message:

For whom:

Sales teams in B2B companies looking to scale their outreach and close more deals
Sales managers wanting to standardize and optimize their sales processes
Business development professionals handling multiple prospects simultaneously

Prompt:

You are an AI assistant specializing in analyzing sales call transcripts.

Your task is to extract structured information about the call, including use cases, objections, summaries, and other relevant insights for the sales and marketing teams. Pay close attention to action-oriented language and specific requests made by the external participants. You have no tools, do not attempt to use an ai tool.