Customer Feedback Analysis
Collects feedback from WhatsApp, email, and social media, analyzes sentiment with AI, and logs structured insights to Google Sheets.
This directory currently includes 72 recipes for sales, across 19 workflow patterns. It shows the range of work covered today, while making it easy to see where your own process needs a more specific build. Sales agents are most useful when they remove the preparation and follow-up work that steals time from real conversations. This collection focuses on concrete workflows around prospect research, lead qualification, account enrichment, outreach preparation, deal follow-up, and pipeline visibility. Some recipes watch for a change in a CRM or a form submission, while others turn scattered account data into a briefing a rep can act on. The common thread is that the agent prepares a decision or keeps the record current, rather than inventing a sales process from scratch. These examples also make the handoff visible: a rep, manager, or CRM still owns the next move. Use them to find a narrow part of your motion that is slow, repetitive, and easy to check.
Collects feedback from WhatsApp, email, and social media, analyzes sentiment with AI, and logs structured insights to Google Sheets.
Tracks subscription expiry dates via webhook, creates ClickUp tasks, and sends scheduled reminder emails before renewal.
New Zenes tickets auto-sort instantly into Sales, Engineering, or Customer Support buckets.
Automatically syncs Stripe paid invoices to your Google Sheets CRM, marking deals as closed to align pipeline metrics with actual revenue.
Keeps contact records aligned between your CRM and Mailchimp by syncing updates to both platforms automatically.
Daily check of HubSpot companies for hiring spikes via PredictLeads; alerts sales on Slack when job counts jump over 50%.
Monitors live video calls to score leads by buying signals and competitor mentions, sending instant Slack alerts for hot opportunities.
Scheduled CRM queries feed an LLM to detect stalled deals or low conversion rates.
Monitors Shopify for orders over $200, summarizes customer history via AI, and posts VIP alerts to Slack.
Daily agent finds stalled Salesforce deals and sends personalized emails, SMS, Slack alerts, and tasks to owners.
Analyzes incoming emails to classify lead intent and stage, then updates your CRM with status changes and tags like high intent.
New Salesforce account? The agent crawls the web and LinkedIn to auto-fill services, size, and HQ details via AI.
Finds ICP-matched companies via Surfe, enriches contacts with verified emails and phones, then syncs them to HubSpot.
Every Monday, it scrapes Indeed for hiring companies, finds decision-makers via Apollo.io.
New Mailchimp subscriber? The agent infers their professional details, scores the lead, syncs them to HubSpot and Pipedrive.
Inbound leads via webhook are enriched with RocketReach, scored by GPT-4o-mini for fit.
Captures Tally quote requests, logs them in Airtable, alerts the sales team on Slack, and sends a delayed client confirmation email.
Captures new leads via webhook or schedule, enriches them with LinkedIn and Crunchbase data, scores fit using AI.
Transcribes sales calls with AssemblyAI and uses OpenAI to extract client intent, interest scores, and upsell opportunities into Supabase.
Analyzes input data with an LLM to identify key decision makers like heads of sales or VPs of revenue for outreach.
Provide customer examples, then the agent uses Manis.AI and an LLM to research and identify new leads matching your Ideal.
Receives meeting notes via webhook, uses Gemini to extract action items and decisions, then creates tasks in Google Tasks.
One prompt triggers five parallel agents that research companies, find decision-makers, qualify leads.
Submit a call recording URL and the agent transcribes it, extracts deal details.
Pulls active deals from Pipedrive, maps stage IDs to readable labels.
When a Calendly meeting is canceled, it drafts a personalized follow-up email with a video link via Gmail and creates an Asana task for...
Submit a location and keyword to scrape Google Maps leads, generate personalized cold call scripts via AI, and store everything in Supabase.
Scrapes verified B2B leads from Apollo, generates personalized cold emails via AI.
On new sales call booking, researches prospect tech stack via Tavily, matches products.
Receives a new Zoho Commerce order webhook and instantly emails the sales team with customer details, products, and total amount.
When a new form is submitted in Mautic, the agent instantly sends an SMS alert to stakeholders via Twilio.
New Jotform leads trigger Attio CRM updates for contacts and deals, with instant Slack alerts to the sales team.
On new customer signup, the agent schedules a welcome meeting, generates a personalized HTML email via Gmail.
Scan a business card QR code and automatically add the contact to KlickTipp with Double Opt-In.
Automates cold outreach by scraping prospects with Apify, researching them via OpenAI RAG, and sending personalized WhatsApp messages.
New Jotform submission? The agent creates or updates the company in HubSpot, assigns a follow-up task to an owner.
Every two hours, the agent scans Reddit for buying intent via Google, scores opportunities with GPT-4o-mini.
Fetches tech stack data via BuiltWith API, maps it in Google Sheets, and creates visual lead cards in Trello organized by technology.
Monitors a Google Sheet for leads marked Ready for Reactivation and sends personalized SMS via Twilio with AI sentiment tracking.
When a lead replies in your Google Sheet, this workflow updates their GoHighLevel contact record and creates a follow-up task in ClickUp.
Daily agent finds open Salesforce opportunities missing a next step, generates an action plan with Gemini, posts it to Slack.
Qualifies social DM prospects against three must-have criteria using Revieo and LLM to filter out unqualified leads before human engagement.
Uploads competitor decks to a knowledge base so you can instantly query strategic questions before sales calls.
Generates a PDF sales pipeline report that scores targets and flags high-priority leads for senior attention.
Analyzes buyer history, social activity, and context to generate hyper-personalized sales pitches tailored to their industry and buying...
After a meeting ends, the agent emails you to submit the transcript and brand preferences.
Post-call notes become a PandaDoc proposal, updated ClickUp record, and Gmail draft in minutes.
Ask for a prospecting email to any contact in your CRM, and get a personalized draft based on their details.
Upload an RFP to Google Drive and the system extracts requirements, drafts a proposal using past examples.
Paste a discovery call transcript and get a drafted follow-up email plus an executive summary ready for Salesforce.
Every Monday at 08:00, it aggregates Stripe revenue, Notion pipeline.
Enter a prospect's name and company to get a synthesized report on their pain points and how your offering provides value.
Clients book live demos via a form that checks Outlook availability, generates a unique Zoom link.
Listens for email replies to schedule proposals, parses the intent via AI, and auto-creates calendar events or requests alternatives.
Upload your account list and past territory standards, then get a new territory plan that matches your established assessment criteria.
Handles inbound calls to book appointments by checking Cal.com availability via ElevenLabs and confirming slots verbally.
Every Monday, fetches deal data from Airtable to calculate pipeline value, win rate, and top deals.
Every morning, an LLM synthesizes overnight CRM data into a concise debrief of ad opt-ins, lead contacts, and qualified appointments.
Receives call transcriptions via webhook, summarizes them with AI, syncs to HubSpot, and alerts teams via Slack, WhatsApp, or email.
New Typeform submission with a phone number triggers an immediate personalized voice call via Vapi AI.
After an event, the agent enriches attendee data with LinkedIn insights, scores lead priority using GPT-4.
Polls a Google Sheet for rows marked 'To send', sends personalized SMS via Twilio, and updates the sheet with success or error status.
On new lead, it validates quality via LLM, makes an AI phone call to confirm the appointment.
Inbound WhatsApp insurance inquiries are qualified via conversational AI.
Sales reps create quotes and check stock in Odoo by sending plain text messages to a Telegram bot.
Automates your sales outreach by sending AI-personalized follow-ups via Gmail, pausing sequences when prospects book calls.
When a Calendly call is booked, the agent generates an AI proposal deck, creates a Stripe payment link.
Automates Telegram Stars invoicing, pre-checkout approvals, transaction logging in Google Sheets, and refunds via user ID.
When a new demo booking appears in Google Calendar, this workflow automatically sends the event details to Meta's Conversion API to track...
Routes incoming messages to specialized AI agents using Notion context for personalized support or automated booking.
New Intercom message? The agent classifies it by category and urgency.
New GoHighLevel contact? GPT-4 scores it 1-100, tags the lead, assigns a rep, and pings Slack for hot prospects.
Nothing matches those filters
It can research prospects, enrich accounts, qualify inbound leads, prepare call briefs, draft follow-ups, update CRM fields, and produce pipeline summaries. These tasks work best when the inputs and the expected next action are clear.
Yes, an agent can score or route leads against rules you define, such as company size, source, intent, or fit. A sales team should review the scoring logic and retain a path for exceptions.
Use the agent for research, organization, and first drafts. Keep the rep responsible for the message, the relationship, and any decision that needs context beyond the available data.